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Charles River & Wealth Management Consulting Opportunities

About Elgin White

Elgin White is a specialist buy-side consulting form working with leading investments management firms around the globe to improve their performance and realize their business goals. 

Elgin White has proven experience in managing and resourcing projects within a niche market of vendor applications, spanning all major front, middle and back-office platforms as well as data, reporting, and regulatory packages. We have decades of experience working with leading financial services technology companies including SimCorp, Charles River Development, BlackRock (Aladdin), Bloomberg, Eagle Investment Systems, InvestmentCloud, Temenos, and Snowflake. 

Job summary

We are in the hiring process for:

Elgin White is seeking experienced Charles River consultants and Wealth Management professionals to support a number of large-scale client engagements across North America, the United Kingdom, and India.
We are currently hiring for both Technical Implementation Specialists (TIS) and Business Analysis / Project Management professionals with strong investment management domain expertise. 
 
Technical Implementation Specialist (TIS)
Successful candidates will demonstrate:
 
  • Consulting & Client Engagement Skills – Strong analytical and problem-solving capabilities, excellent attention to detail, and the ability to communicate effectively while managing stakeholder expectations in fast-paced environments.
  • Technical Expertise – Proficiency in Java or C#, XML/XSLT, and database technologies, particularly Microsoft SQL Server.
  • Integration Experience – Hands-on experience working with APIs, web services, ETL tools (such as Kettle or Talend), and messaging technologies including MQ and Kafka.
  • Charles River IMS / OMS Experience – Previous involvement in Charles River IMS (CRIMS) or OMS implementations, with exposure to trading workflows and investment management operations.
  • Batch Processing & Scheduling – Experience with scheduling and batch-processing tools such as Tidal, including monitoring, troubleshooting, and dependency management.

 

Business Analyst / Project Management (Investment Management)
Successful candidates will demonstrate:
 
  • Functional Charles River IMS / OMS Expertise – Experience working with Charles River IMS or equivalent Order Management Systems.
  • Investment Management Domain Knowledge – Strong understanding of the trading lifecycle, portfolio management processes, and investment management workflows.
  • Requirements Gathering & Analysis – Proven ability to engage stakeholders, capture business requirements, and translate them into detailed functional specifications.
  • Compliance Rule Configuration – Experience configuring, validating, and testing compliance rules and associated business logic.
  • Privileging & Security Administration – Knowledge of user access management, role-based entitlements, and security configuration within CRIMS.
  • Testing & Validation – Experience supporting User Acceptance Testing (UAT), workflow validation, and end-to-end business process testing.
 
Apply Today
If you are interested in joining a growing consultancy supporting leading investment management firms globally, we would be pleased to hear from you.

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We’re delighted to announce Elgin White has agreed to be acquired by Alpha FMC

Jeremy Hurwitz

Managing Director - North America

Based in Los Angeles, California, Jeremy founded InvestTech Systems Consulting LLC in 1990. As President and Director the Enterprise Data Management and Architecture Practice for more than 25 years he managed over 50 large investment technology, strategy, and implementation projects for many of the largest global investment management firms. Following the acquisition of his firm by Accenture in 2017, Jeremy remained as Managing Director, Asset Management Lead.

Jeremy joined Elgin White in 2022 to lead the firm’s launch into North America. He is recognized throughout the North America asset management community as a thought leader and innovation architect in the design of enterprise data, analytics, and reporting platforms. His deep knowledge, broad buy-side network, and extensive experience deploying business-outcome-focused technology solutions successfully has accelerated the growth of Elgin White in North America.

Stanley Drasky

Managing Director

Stan joined Elgin White in 2020 following an impressive 30-year career working predominantly for world-class buy-side financial services firms in North America and Europe. He is a renowned buy-side technology leader with a reputation for designing and delivering large-scale transformation initiatives at scale and pace. Currently, Stan is especially active leading infrastructure (cloud and managed services) transformation projects.

His most recent roles prior to Elgin White include Chief Information Officer (EMEA) at State Street and various senior positions during his eight-year tenure at Northern Trust Corporation, including Head of IT & EMEA/Global Director of Fund Administration Technology, Global Director of Asset Management Technology, and Director of Trade Execution Technologies. Stan has also held senior Operational and Technology roles at Nuveen Investments and BNY Mellon.

Throughout his career Stan has been a strategic client or partner of every major front-to-back office technology vendor including SimCorp and Charles River Development.

Erik Schutte

Managing Director

Erik founded Elgin White’s consultancy practice in 2019, which transitioned the firm into a full-service buy-side consultancy and resourcing business. He is an experienced front-to-back business transformation professional and has held several senior management positions during his more than 30-year career in the UK and his native Netherlands, as well as Asia Pacific.

Previous roles include Head of Professional Services at SimCorp, Director at PwC UK, and Managing Director for Wealth & Asset Management Services at Accenture UK & Ireland.