Implementation Consultant - Fixed Income - Investment Software Implementation - Charles River Development

About the role

The team you will be joining is a part of Charles River Development (CRD), that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created the first open front-to-back platform - State Street Alpha, that was launched in 2019.

Responsibilities

• Lead or directly contribute to CRIMS implementations.
• Analyze and evaluate requirements while providing product expertise and guidance throughout the implementation project.
• Ensure the solutions developed by Charles River meet the customer’s business needs and that the customer is prepared to assume ownership and operate the solution after go-live.
• Provide assistance to other members of the Professional Services team and pro-actively develop and share best practices.
• Analyze and evaluate customer requirements in order to help Charles River respond to sales opportunities.
• Prepare and deliver sales presentations.
• Execute proof-of-concept projects to demonstrate the potential of CRIMS to satisfy the specific needs of potential customers.
• Educate customers on the methodologies and functionality provided by CRIMS.
• Advise on best practices regarding the implementation and operation of Charles River solutions and services.
• Monitor and evaluate customer requirements to identify potential enhancements to Charles River solutions and services.
• Document and communicate product improvements as part of customer-specific implementation projects or in response to trends in the marketplace.
• Contribute to software quality by clearly communicating defects to Client Support and Product Management.
• Support the defect resolution process by providing clear descriptions of defects and validating the resulting fixes.
• Identify errors and mistakes in documentation and suggest corrections and improvements.

Qualifications

• At least 5 years of hands-on experience gained in the financial industry working for a consultancy or software vendor.
• Experience leading the implementation of Front, Middle or Back Office Investment Management systems is highly valued.
• Exceptional implementation consulting skills and successful contribution to Capital Markets or other Financial IT projects will be considered.
• Four (4) year degree in a business or technical field such as Finance, Mathematical Finance, Economics, Engineering, or Computer Science.
• Advanced degree or industry certification such as the CFA is a strong plus.
• Minimum of 2-3 years of experience with the implementation of mission-critical financial solutions.
• Experience in the implementation of a financial system within a bank, hedge fund or asset manager, or wealth management firm is especially valuable.
• Hands-on experience implementing investment management software, preferably an order management and compliance system is especially valuable.
• Substantive in one or more of the following: fixed income, equity financial instruments, understanding of investment management or wealth management work flows, derivatives and FX instruments, understanding of multi-tier technical architectures and relational database structures, familiarity with SQL, FIX and Crystal Reports.
• A strong record of customer service.
• Strong time management skills including the ability to manage multiple projects in parallel.
• Strong problem solving/analytical skills.

Benefits

State Street offers a comprehensive benefits program, including:

• Retirement savings plan (401K) with company match.
• Insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages.
• Paid-time off including vacation, sick leave, short term disability, and family care responsibilities.
• Access to our Employee Assistance Program.
• Incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans).
• Tax advantaged savings plans.

Pay

$70,000 - $118,750 Annual

Schedule

Travel of 30-50% is typical but may exceed that at any given year.