Elgin White is a specialist buy-side consulting firm working with leading investment management firms around the globe to improve their performance and realize their business goals.
Our clients include many of the world’s largest asset managers, investment advisors, pension funds, insurance companies, sovereign wealth funds, securities services, wealth managers, private equity funds, and alternative investment funds, as well as tier one consultancies and software vendors. Our team brings credibility, expertise, and hands-on experience to every client engagement. We are proud of our long-established reputation for building successful partnerships that deliver tangible value.
We support the full transformation lifecycle, from strategy and target operating model design through to system selection, implementation and optimization, post-implementation support and managed services.
Elgin White has proven expertise 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, Aladdin, InvestCloud, and more.
Our highly skilled consultants operate either locally, on-shore, near-shore, or remotely, providing our clients with scale and flexibility at competitive rates.
Elgin White is searching for multiple Principal Consultants to join our Charles River implementation teams globally, with open roles in the United Kingdom, United States, EMEA, and APAC.
The ideal candidate should have extensive hands-on experience in Charles River, specifically the Charles River Investment Management System (CRIMS), with a proven track record in managing client relationships, operating administratively as well as hands-on, delivering large complex operational and systems strategy, systems integration and general buy-side investment management operations and technology experience.
The Charles River Principal Consultant will have an extensive background covering business analysis, project experience, project management, relationship management, and implementation experience. You will be required to run or contribute to large and complex implementation projects; some you will run individually and others as part of Elgin White’s larger implementation teams.
Principal Consultants are expected to put the client at the center or their work, demonstrate total commitment to quality, and perform at the highest levels possible to ensure client satisfaction.
The successful candidate will be responsible for the day-to-day management of implementation projects and required to interpret all workflow analysis documentation. These documents will need to be converted into specifications for CRIMS configurations.
Alongside hands-on Charles River implementation skills, you will also be responsible for:
Alongside Elgin White’s general requirements for our Principal Consultants, this role requires specific skills and experience within Charles River. These include:
Successful applicants will act with maturity and have confidence in their ability to excel in this role. You must demonstrate the qualities needed to ensure seamless transition of the client relationship from an Elgin White Managing Director/Director to the project team, upon contract signature.
You will be a natural leader who is self-assured, controlled, highly motivated, and empathetic with a positive outlook. Other personal skills we expect include:
This role requires the ability to work flexibly across domestic and international time zones, as required.
Share this vacancy
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.
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 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.