Investment Systems Engineer, Team Lead

Gulf Coast Automation Group•Madison, WI

2d•$130,000 - $160,000•Hybrid

About The Position

Join a Premier Investment Technology Team! TalentFish is casting a line for an Investment Systems Engineer, Team Lead to join our client, supporting sophisticated investment operations and technology platforms. This role exists to lead the architecture, implementation, and operational excellence of mission-critical investment management systems with a primary focus on the Charles River Investment Management System (CRIMS/CRD) supporting both public and private market strategies. The position blends technical leadership, platform ownership, and operational governance ensuring systems supporting trading, portfolio management, compliance, and operations remain highly available, resilient, and strategically aligned. The ideal candidate brings deep investment systems expertise, leadership experience, and a strong understanding of trading workflows and investment operations .

Requirements

Bachelor's degree in Information Systems, Computer Science, Finance, or a related field .
8+ years of experience in investment management technology , particularly supporting or implementing OMS platforms.
Strong experience with Charles River Investment Management System (CRIMS/CRD) preferred.
Demonstrated experience leading technical or production support teams , including incident management and escalation frameworks.
Deep functional and technical understanding of Order Management Systems (OMS) and Investment Management Systems (IMS) .
Knowledge of trading workflows, compliance processes, allocations, and investment operations .
Experience integrating with platforms such as Bloomberg, FactSet, Aladdin, SimCorp, Eagle , and custodians such as BNY Mellon .
Strong written and verbal communication skills with the ability to document and explain complex platform configurations and system designs .
Proven ability to collaborate across Trading, Operations, Compliance, and Technology teams .
Strong analytical and problem-solving skills with the ability to design scalable technology solutions.
Demonstrated commitment to quality assurance, risk management, and continuous improvement .
This role requires authorization to work in the U.S. without current or future visa sponsorship.
All offers are contingent upon the completion of a background check, which may include but is not limited to reference checks, education verification, employment verification, drug testing, criminal records checks, and any required certifications or compliance requirements based on the end client's background check policies and applicable laws.

Responsibilities

Lead and manage a 24x6 Business Systems Engineering team responsible for the availability, stability, and operational excellence of front- and middle-office investment systems.
Own the production support operating model , including on-call rotations, escalation procedures, workload distribution, and coverage models.
Ensure strong monitoring, alerting, and incident response capabilities across Charles River and integrated trading systems.
Serve as the senior escalation point for major incidents, coordinating with internal teams, vendors, and business stakeholders.
Lead incident management, root cause analysis (RCA), and problem management processes to drive continuous improvement.
Establish and maintain runbooks, SOPs, and operational documentation to enable consistent and repeatable support outcomes.
Own and lead business continuity and disaster recovery planning for critical investment systems.
Serve as the platform owner and subject matter expert for Charles River , ensuring configurations, enhancements, and upgrades are production-ready and resilient.
Lead configuration management, integrations, workflows, and release management while minimizing operational and trading risk.
Define and enforce testing, validation, and deployment standards for system releases and production changes.
Identify and mitigate platform, architectural, or integration risks that could impact trading or investment operations.
Mentor and develop a high-performing engineering team , fostering accountability, ownership, and operational excellence.
Partner closely with Trading, Portfolio Management, Operations, Compliance, and Technology teams to align technology capabilities with business needs.
Maintain strong vendor relationships , particularly with Charles River, supporting issue resolution and platform roadmap planning.
Communicate clearly with business and technology leadership during incidents, outages, and major platform changes .