Charles River Consultant

Senior Charles River expertise, embedded with your team

15 years of investment management technology experience. Direct accountability. I contribute from week one.

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Joe da Fonseca

What I Do

I help investment and wealth management firms and consulting teams implement, support, and fully leverage their Charles River platforms.

Project Management

  • Stakeholder coordination
  • Timeline management
  • Sprint planning
  • Risk mitigation
  • PMP and Scrum certified

Business Analysis

  • Requirements gathering
  • Gap analysis
  • Data mapping
  • Workflow design
  • UAT coordination

Application Support

  • L2/L3 support
  • Incident resolution
  • Root cause analysis
  • Reconciliation workflow design
  • Post-launch desk operations

Training & Change Management

  • Firm-wide platform rollouts
  • End-user training programs
  • Documentation & quick-reference guides
  • Multi-office coordination
  • Adoption tracking & support

Platform Experience

Compliance Rule configuration, pre-trade and post-trade monitoring
Order Management OMS workflows and trading integration
IBOR Investment Book of Record design and implementation
Manager Workbench Portfolio management configuration
FIX Protocol Configuration and testing
Reconciliation Workflow design, data accuracy, post-trade processing

Certifications

  • CRIMS Level I System Administration
  • CRIMS Compliance Certified
  • Derivatives 101 — The OTC Space
  • Fundamentals of Manager Workbench

Project Management

  • PMP (Project Management Professional)
  • PSM I (Professional Scrum Master)
  • PSPO I (Professional Scrum Product Owner)

How I Work

Embedded with your team. I join your standups, work in your Jira, and attend your planning sessions. Whether you're an investment firm running your own implementation or a consulting team that needs senior CRD expertise, I plug in and contribute from day one.

Contact

joe@ascentivize.com LinkedIn Profile