Senior Application Developer - Charles River Development (CRD)

Posted Yesterday
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Plano, TX, USA
In-Office
Senior level
Financial Services
The Role
Lead end-to-end development and support of Charles River Development workflows across portfolio engineering, optimization, guidelines, implementation, trading, and operations. Configure CRD workbenches, build API and messaging integrations, automate OMS processes, support portfolio optimization workflows, and ensure system readiness and stability. Translate business requirements into technical specifications, diagrams, user stories, and documentation while collaborating with portfolio managers, traders, and technology teams.
Summary Generated by Built In
Overview

We are looking for a Senior Application Developer to join our Charles River Development (CRIMS) team within Fisher Investments Technology. You will combine deep business domain expertise with hands‑on technical skills using Java, Python, C#, SQL, REST APIs, and CRD's own API and automation frameworks.


The Opportunity:


You will support Charles River–driven workflows across Portfolio Engineering, Optimization, Guidelines, Implementation, Trading, and Trade Operations. You will collaborate with Portfolio Managers, Traders, and Technology teams to implement CRD enhancements, API integrations, portfolio optimization workflows, and automation solutions. You'll report to the AVP – PMG Technology Services


The Day-to-Day:

  • Lead end-to-end delivery of CRD enhancements: requirements, design, CRD configuration, integrations, testing, deployment, and ongoing support
  • Configure Manager Work Bench or Central Work Bench layouts, workflows, rules, and result sets
  • Hands-on work with the Charles River API Framework, including:
    • Frontend APIs – UI workflows, triggers, CRD interaction points
    • Backend APIs – data calls, order submissions, guideline checks, reference data, trading flows
  • Build and support integration workflows using REST APIs, services, and messaging frameworks
  • Apply working knowledge of portfolio optimization concepts (risk models, constraints, exposures, and transaction cost analysis)
  • Familiarity with industry optimization platforms including Axioma (portfolio construction, risk model integration) and OMEGA Point (optimization and risk analytics tools)
  • Collaborate with Portfolio Engineering teams to support optimization workflows feeding CRD
  • Ensure Start‑of‑Day readiness for CRD and support ongoing system stability
  • Translate our requirements into detailed functional and technical specifications, user stories, diagrams, and interface documentation

Your Qualifications:

  • 10+ years experience in Application Development:
    • Advanced SQL – complex queries, performance tuning
    • Java or C# – ability to interpret, collaborate, and support integrations
    • REST API integration, testing, and troubleshooting
  • 5+ experience in:
    • Python Programming
    • Investment/Wealth Management industry
  • 3+ years’ experience in CRD or any other Order Management System (OMS) Implementation / Customization , Workbench (Manager or Central) configuration experience
  • Experience with Order Management System (OMS) Batch Automation, including monitoring and exception handling
  • Hands-on experience with the Order Management System API Framework (frontend and backend)
  • Familiarity with portfolio optimization concepts (risk factors, constraints, optimization models)
  • Experience with optimization tools such as Axioma and OMET/Gap Point.
  • Experience with Order Management workflows, markets, and trading processes (Equities & Fixed Income)
  • Experience using Agile SDLC, process diagramming, and workflow mapping.
  • Bachelor's degree in finance, Economics, Computer Science, Engineering, Math, or equivalent

Why Fisher Investments:


We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Skills Required

  • 10+ years of application development experience
  • Advanced SQL experience, including complex queries and performance tuning
  • Java or C# experience supporting integrations
  • REST API integration, testing, and troubleshooting experience
  • 5+ years of Python programming experience
  • 5+ years of investment or wealth management industry experience
  • 3+ years of Charles River Development or another Order Management System implementation or customization experience
  • Charles River Manager Work Bench or Central Work Bench configuration experience
  • Order Management System batch automation experience, including monitoring and exception handling
  • Hands-on experience with Order Management System API frameworks, including frontend and backend APIs
  • Familiarity with portfolio optimization concepts, including risk factors, constraints, and optimization models
  • Experience with optimization tools such as Axioma and OMET/Gap Point
  • Experience with Order Management workflows, markets, and trading processes for equities and fixed income
  • Experience using Agile SDLC, process diagramming, and workflow mapping
  • Bachelor's degree in finance, economics, computer science, engineering, mathematics, or equivalent
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The Company
7,000 Employees
Year Founded: 1979

What We Do

Fisher Investments is a fee-only investment adviser serving private clients and institutional investors globally. It provides tailored investment management and personalized service, managing assets through U.S. private-client, institutional, and international private-client business units. Its clients include families, businesses, corporations, pension funds, foundations, governments, and other institutions, and it offers retirement-planning guides and investment insights to help clients pursue long-term financial goals.

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