Job Description

Sophisticated Work. In a Great City. Making a Difference.

The State of Wisconsin Investment Board (SWIB) manages more than $162 billion in assets, including those of the fully-funded Wisconsin Retirement System (WRS). SWIB operates at a level more often seen in top-tier global asset managers than in typical public pension funds. SWIB is a home for top talent. Approximately 61 percent of SWIB’s investment professionals are Chartered Financial Analyst (CFA) charterholders.

The City of Madison, the state capitol and home of Wisconsin’s flagship university, makes regular appearances on lists of best places to live, eat, and play. SWIB offers a modern workspace, hybrid work options, and competitive compensation and benefits.

Serving over 692,000 WRS beneficiaries, SWIB is driven by a clear mission: securing the financial future of those who serve Wisconsin. When you work at SWIB, you know your work matters.

Applicants requiring H-1B transfers or sponsorship into the H-1B lottery will not be considered for this position.

About the Team

The Technology Team at SWIB supports, implements, and develops industry-leading systems that enable the organization’s diverse and complex investment portfolios and strategies. The team partners closely with the business as a trusted advisor, leveraging technology to maximize value, align with SWIB’s strategic direction, and operate according to industry best practices.

The Investment Systems Team Lead leads a team of Business Systems Engineers responsible for the architecture, design, implementation, and support of SWIB’s front- and middle-office business systems, with a primary focus on the Charles River Investment Management System (CRIMS/CRD) across public and private markets.

This role owns the processes, standards, and tools used by the Business Systems team and serves as a key subject matter leader for Charles River, ensuring the platform is well-architected, effectively integrated, and aligned with Trading, Portfolio Management, Operations, and Compliance needs.

Key Responsibilities

• Lead and manage a 24x6 Business Systems Engineering team responsible for the availability, stability, and operational excellence of SWIB’s front- and middle-office investment systems, with a primary focus on the Charles River Investment Management System (CRIMS/CRD).
• Own and continuously improve the production support operating model, including on-call rotations, escalation paths, coverage models, and workload distribution, ensuring sustainability and resilience.
• Ensure robust monitoring, alerting, and incident response capabilities are in place for Charles River and all integrated, trading-critical applications.
• Act as the senior escalation point for major incidents and production issues, coordinating effectively across L1–L3 support teams, vendors, and business stakeholders.
• Lead incident management, root cause analysis (RCA), and problem management, driving remediation and preventative improvements.
• Establish, maintain, and enforce runbooks, SOPs, and operational documentation to enable consistent, repeatable, and high-quality support outcomes.
• Own and lead business continuity, disaster recovery, and resiliency planning for Charles River, including testing, validation, and ongoing readiness.
• Serve as the platform owner and senior SME for Charles River, ensuring configurations, enhancements, and upgrades are operationally supportable, resilient, and production-ready.
• Provide leadership for configuration, workflows, integrations, and release management, with a strong emphasis on minimizing operational and trading risk.
• Establish and maintain testing, validation, and release standards for production changes, serving as a quality gate prior to deployment.
• Identify platform, architectural, or integration risks and lead mitigation efforts to protect trading and investment operations.
• Lead, develop, and mentor a high-performing team, fostering a culture of ownership, accountability, operational excellence, and continuous improvement.
• Partner closely with Trading, Portfolio Management, Operations, Compliance, and Technology teams to align support priorities and platform capabilities with business needs.
• Maintain strong vendor relationships—particularly with Charles River—supporting effective incident resolution, escalation, and roadmap planning.
• Communicate clearly and transparently with business and technology leadership during incidents, outages, recovery efforts, and major platform changes.

Qualifications & Experience

• Bachelor’s degree required (Information Systems, Computer Science, Finance, or related field preferred).
• 8+ years of experience in the investment management industry with significant hands-on experience supporting and leading OMS implementations (Charles River preferred).
• Demonstrated experience leading support teams, including on-call rotations, incident management, and escalation frameworks.
• Deep functional and technical knowledge of OMS/IMS, including trading workflows, compliance, allocations, and integrations.
• Proven leadership experience with the ability to develop, mentor, and engage technical and functional staff.
• Strong understanding of investment operations, trading processes, and securities.
• Experience integrating with platforms such as Bloomberg, FactSet, Aladdin, SimCorp, Eagle, and custodians (e.g., BNY Mellon).
• Strong written and verbal communication skills with the ability to document and explain complex Charles River configurations and designs.
• Demonstrated ability to influence outcomes and work effectively across Trading, Operations, Compliance, and Technology teams.
• Strong analytical and problem-solving skills with the ability to design technology solutions using Charles River to meet business needs.
• Demonstrated focus on quality assurance, risk management, and continuous improvement.

SWIB Offers:

• Competitive total cash compensation, based on AON (formerly McLagan) industry benchmarks
• Comprehensive benefits package
• Educational and training opportunities
• Tuition reimbursement
• Challenging work in a professional environment
• Hybrid work environment

The position requires U.S. work authorization.Pursuant to our Hybrid Remote Work Policy, all staff have the flexibility to work remotely, but are required to have a weekly presence in our offices, the frequency of which is dependent on their distance from office. Staff are not required to reside locally; however, we offer relocation reimbursement to the Dane County area per our policy.All SWIB employees are subject to SWIB’s Ethics Policy and Personal Trade Approvals Policy. These policies include restrictions on outside business activities and employment and have limits on personal trading. You may request copies of these policies from SWIB’s talent acquisition team and any questions can be answered by SWIB’s compliance team.