Working at Charles River Development | Glassdoor

Charles River Development Overview
Burlington, MA
501 to 1000 employees
Company - Private
Information Technology
$100 to $500 million (USD) per year
Charles River provides an end-to-end solution to automate front and middle office investment management functions across asset classes on a single platform. Delivered as a hosted service, the solution offers a simplified operating model that improves data quality and investment ... Read more

Company Updates


    Multi-asset portfolio decision support: challenges and solutions

    Jan Hoenisch, Director of Global Partnerships at Charles River Development, moderates a discussion of challenges and opportunities facing buy-side firms managing institutional multi-asset portfolios. Panelists Dan diBartolomeo, President and Founder of Northfield Information Services; Patrick Kirchner, Managing Consultant of Citisoft; and Lee Garf, Vice President of Product Management at Charles River discuss these challenges and the role technology plays in helping firms address them.


    Video - Exploring the Changing Portfolio Decision Support Landscape - Charles River Development

    Dan diBartolomeo Founder and President, Northfield Information Services, Inc. Dan diBartolomeo Founded Northfield Information Services, Inc. in 1985 and serves as its President. Before starting Northfield, Mr. diBartolomeo served as Director of Research of a New York investment firm, where he was responsible for investment strategy and equity, fixed-income, and derivatives research.

See All See All

Charles River Development – Why Work For Us?

Since 1984, Charles River has distilled the best practices from a diverse, global client base and incorporated them into the Charles River Investment Management Solution (Charles River IMS). With a long term view, heavy investment in R&D and singular focus on the front and middle office, Charles River has helped large and small firms achieve better investment decisions and reduce costs.

Charles River IMS supports the full range of financial products, from basic asset class-specific products to solution oriented and complex multi-asset products. Key components include:

  •  Decision Support, including Portfolio Management and Performance Measurement & Attribution
  •  Risk & Scenario Analysis
  •  Pre-Trade, In-Trade, Post-Trade, Position Level & ‘As-of’ Compliance
  •  Order & Execution Management, including Transaction Cost Analysis
  •  An integrated FIX Network
  •  Post-Trade Processing & Settlement
  •  Investment Book of Record (IBOR)
  •  Enterprise Data Management (EDM)

Charles River IMS meets the diverse and demanding requirements of institutional asset managers, banks, wealth managers, hedge funds, pensions and insurers. Its enterprise-class scalability and performance have made it the trusted platform for approximately one third of the world’s managed security investments.


Charles River is privately held and owned entirely by the firm’s management – an ownership structure maintained since the firm’s founding in 1984. Members of the Management Team are recognized industry experts who have been with Charles River, on average, for 10 years. 


Tom Driscoll

Managing Director, Global

Tom Driscoll oversees global sales, marketing and business development as well as EMEA and Asia Pacific operations at Charles River. Tom joined the firm in 1994 and has helped grow its global organization and client base. Tom previously served as CFO for a private equity firm, and managed sales, marketing and client services for Greystone Technology. Tom holds a BS in Electrical Engineering from Worcester Polytechnic Institute, and an MS in Computer Engineering from Northeastern University.

Cameron Field

Managing Director, Asia-Pacific

Cameron Field oversees the firm's Asia-Pacific region. Since joining Charles River in 2000, Cameron has helped establish and grow both European and Asia-Pacific operations. Previously, Cameron served in management roles at Macintosh Hamson Hoare Govett, Bankers Trust Australia, ANZ Treasury, Princeton Financial Systems, and State Street Australia Ltd. Cameron graduated from the Royal Military College, Duntroon, and holds a BBus in Business Banking and Finance from Monash University.


Lee Garf

Vice President, Product Management
Lee Garf oversees Charles River’s Product Management organization and is responsible for the development of client-driven product roadmaps. Prior to joining Charles River, Lee served as Head of Global Product at Altisource Labs and held leadership roles at EnerNOC and PTC. Lee holds a BS in Mechanical Engineering from Cornell University and an MBA from Northeastern University.

Matt Daly

Vice President of Sales, Americas

Matt Daly oversees Charles River’s sales organization in the Americas, including Canada and LATAM. Matt joined Charles River in 2004 and has helped grow the firm’s client base across the region. Previously, Matt held consultant and technology positions at Accenture and OM Technology. Matt holds a BS in Chemical Engineering from the University of Connecticut.


Peter Lambertus

President and Chief Executive Officer

Peter Lambertus founded Charles River Development in 1984 and serves as the firm’s President and CEO. Previously, Pete worked at Stone & Webster Engineering Corp. in nuclear engineering and computer systems development. He served as an officer in the US Navy nuclear submarine force and has a BS in Electrical Engineering from Purdue University.

David Weber

Chief Financial Officer

Dave Weber provides strategic operational management for Charles River, overseeing the finance, accounting, human resources and legal departments. Dave has 19 years of financial and operational management experience. Prior to joining Charles River, Dave served as VP of Worldwide and International Finance & Operations for Sybase, CFO at Context Integration, and Senior VP at eForce. He holds a BS in Economics from Purdue University.


Charles River is always looking to strengthen its global team. If you have superior business analysis, software development, testing, or implementation skills and experience in the financial services industry, we would like to meet you. Our employees are talented, motivated, able to work in a fast-paced environment, and generously-compensated for their efforts.

Why Charles River?

"By maintaining consistently-high selection standards, we have assembled a talented and passionate team of professionals who are dedicated to delivering superior technology, products, and services. As a result, the Charles River Investment Management Solution is the market-leading front and middle office application for institutional investment managers."

Peter Lambertus

President and CEO,
Charles River Development

Check out our current openings here: CRD Careers

Send a resume and cover letter here:


United States

  • Medical Insurance
  • Dental Insurance
  • Vision Care
  • Life Insurance
  • Short-term and Long-term Disability
  • Retirement Plan (401K), with discretionary matching funds from Charles River
  • Flexible Spending Accounts (Medical and Dependent Care)
  • 10 paid holidays, 15 paid vacation days, up to 5 sick days
  • Flexible schedule
  • Exercise facility in the building, free covered parking, and a convenient location near shopping and major highways
  • Chartered Financial Analyst (CFA) Program


  • Full Coverage Private Health Insurance
  • Life Assurance
  • Dental Insurance
  • Disability Insurance
  • Group Pension Plan, with employer contribution
  • 20 paid vacation days, all bank holidays, up to 5 sick days
  • Flexible schedule
  • Chartered Financial Analyst (CFA) Program
  • Childcare vouchers

Charles River Development Reviews

Star Star Star Star Star
Rating Trends Rating Trends
Recommend to a friend
Approve of CEO
Charles River Development President and CEO Peter Lambertus
Peter Lambertus
76 Ratings
  • Featured Review

    Helpful (2)


    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee in Burlington, MA
    Former Employee - Anonymous Employee in Burlington, MA
    Positive Outlook
    Approves of CEO

    I worked at Charles River Development full-time (More than 3 years)


    Great place to work, long history of growth and expansion. Cutting edge technology used at the worlds top financial companies


    Same as most tech companies, rapid pace, dynamic priorities, software is never perfect, location ca be a challenge for some with 128 commute

    Advice to Management

    Continue focus on customer needs and pushing the engineering team to deliver. Hold more "culture" events to unite the different teams and give them an opportunity to mingle and relaz

See All 174 Reviews

Charles River Development Photos

Charles River Development photo of: Another year; another race
Charles River Development photo of: More dining options -- Wegman's
Charles River Development photo of: CRD Dublin getting ready for their Corporate Challenge Race
Charles River Development photo of: Dublin office after the race
Charles River Development photo of: Before the race -- looking good
Charles River Development photo of: JP Morgan race -- ready to go
See All PhotosSee All

Charles River Development Interviews

Interview Experience

Interview Experience

Getting an Interview

Getting an Interview

Interview Difficulty


Interview Difficulty




    Product Specialist Interview

    Anonymous Interview Candidate in Boston, MA
    No Offer
    Negative Experience
    Average Interview


    I applied through college or university. The process took 1 day. I interviewed at Charles River Development (Boston, MA) in February 2017.


    first round is a phone interview held by HR, all technical questions such as what is swap, bond duration, convexity. 3 interviews with managers of different groups, 1 analytical test and 1 essay.

    Interview Questions

    • tell me about yourself. some projects related to this position.   Answer Question
See All 80 Interviews

Charles River Development Awards & Accolades

  • Best Fixed Income Trading Platform, Wall Street Letter, 2016
  • Best Portfolio Management Software Provider, MENA FM, 2016
  • Best Buy-Side OMS, Buy-Side Technology Awards, 2015
  • Best Portfolio Management Solution, WealthBriefing European Awards, 2015
  • Best Portfolio Management Solution in Wealth Management, WealthBriefingAsia Singapore Awards, 2014
See More

Work at Charles River Development? Share Your Experiences

Charles River Development
  • Star
  • Star
  • Star
  • Star
  • Star
Click to Rate