Job Classification:
Technology - Agile, Delivery, & Product
What You Will Do:
As the Director, Charles River OMS/PMS Technology Lead, you will play a critical role in the implementation, configuration, integration, and ongoing evolution of the Charles River Investment Management Solution (CRIMS/CRD) platform supporting PGIM Custom Harvest. You will partner closely with Trading, Portfolio Management, Operations, Compliance, Architecture, and Engineering teams to deliver a scalable, resilient, and highly automated OMS/PMS ecosystem.
This role will lead the design and implementation of Charles River workflows, Data integration, Trade blotters, Manager's Workbench configurations, role-based entitlements, compliance controls, trade routing, FIX integrations, Java APIs integration to Portfolio management apps, custodial interfaces, and data migrations. You will also drive modernization initiatives as PGIM transitions from legacy OMS platforms to Charles River SaaS.
This role is based in our office in Newark, NJ. Our organization follows a hybrid work structure where employees can work remotely and from the office, as needed, based on demands of specific tasks or personal work preferences. This position is hybrid and requires your on-site presence on a reoccurring weekly basis 3 days per week.
What You Can Expect:
- Lead the implementation, configuration, and enhancement of the Charles River OMS/PMS platform across SMA strategies.
- Configure and optimize Charles River Trade blotters, Manager’s Workbench, workflows, compliance rules, entitlements and trade routing.
- Design and support integrations with custodians, accounting platforms, compliance systems, market data providers, and downstream reporting platforms.
- Develop and maintain trade imports/exports, FIX connectivity, APIs, and automated Start-of-Day (SOD), End-of-Day (EOD), and intraday processing workflows.
- Build custom Charles River extensions, dashboards, reporting solutions, and workflow automation using SQL, Java and Python.
- Lead platform upgrades, migrations, and SaaS transformation initiatives while ensuring scalability, operational resiliency, and regulatory compliance.
- Partner with Trading, Portfolio Management, Operations, Compliance, and Technology teams to deliver business-critical capabilities.
- Serve as the Charles River subject matter expert, providing technical leadership, mentoring, and implementation guidance across the organization.
- Ensure best practices and standards for security, compliance, scalability, reliability, and performance are followed.
- Collaborate closely with business and technology partners to gather requirements and translate them into scalable solutions.
- Stay updated with advancements in technology and reflect these innovations in solution designs.
What You Will Bring:
- Bachelor’s degree in Computer Science, Engineering, Finance, or a related discipline.
- 10+ years of hands-on experience implementing, configuring, and supporting Charles River OMS/PMS platforms.
- Strong development experience with SQL, Java, and Python, including custom extensions, integrations, automation, and reporting.
- Proven experience designing and supporting OMS integrations with custodians, accounting platforms, market data providers, compliance systems, and downstream reporting platforms.
- Strong understanding of the investment management lifecycle, including portfolio management, trading, compliance, reconciliations, and trade processing.
- Experience leading Charles River upgrades, migrations, and SaaS transformation initiatives.
- Hands-on experience building and supporting automated SOD, EOD, and intraday processing solutions in a high-volume trading environment.
- Excellent communication and stakeholder management skills, with the ability to work effectively across Trading, Portfolio Management, Operations, Compliance, and Technology teams.
- Demonstrated ability to lead complex initiatives, mentor technical teams, and drive delivery of business-critical capabilities.
What We Offer:
- Competitive compensation and benefits package.
- Opportunities for professional growth and development.
- A supportive and collaborative work environment.
- The chance to work on impactful projects that shape the future of investment management.
Join us at PGIM and be part of a team that values innovation, collaboration, and excellence. Apply now to take the next step in your career!
To Apply:
Please submit your resume and cover letter to [application email] with the subject line "Technical Team Lead - Investment Management".
