Implementation Consultant - Investment Software Implementation - Equities - Charles River Development

This role can be based out of our offices in: Burlington / Boston MA, Stamford CT, Clifton and Princeton NJ, Berwyn PA, Irvine and Sacramento CA, and Toronto Canada.

About the role

Consultants serve as subject-matter experts in the implementation and upgrade of the Charles River Investment Management Solution (CRIMS). Their contributions include defining client requirements, configuring and tuning the solution to the clients' business and technical needs, training clients, testing workflows, and resolving issues before taking the client live. Consultants are expected to demonstrate a basic understanding of the entire CRIMS offering as well as basic proficiency in Investment Solutions or Technology.

The team you will be joining is part of Charles River Development (or CRD), which became 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 – launched in 2019. Join us if delivering next-generation infrastructure using emerging technologies like AI and Blockchain sounds like a challenge you are up for.

Responsibilities

• Serve as a subject-matter expert within CRIMS implementation and upgrade projects.
• Analyze and evaluate requirements while providing product expertise and guidance throughout the project.
• Ensure the solution meets the clients' business needs and that the client is prepared to assume ownership and operate the solution after go-live.
• Provide assistance to other members of the Professional Services team and proactively develop and share best practices.
• Educate clients on the functionality provided by CRIMS.
• Advise on best practices regarding the implementation and operation of Charles River solutions and services.
• Monitor and evaluate client requirements to identify potential enhancements to Charles River solutions and services.
• Document and communicate product improvements as part of client-specific implementation projects or in response to trends in the marketplace.
• Contribute to software quality by clearly communicating defects to Technical 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.

Requirements

• Experience supporting or implementing investment management solutions within a bank, hedge fund, asset manager, or wealth management firm.
• Experience with order management and compliance solutions is especially valuable.
• Basic knowledge of fixed income or equity financial instruments.
• Basic understanding of investment management or wealth management workflows.
• Basic understanding of derivatives and FX instruments is a plus.
• Basic command of SQL and understanding of relational databases.
• Familiarity with FIX or similar protocols is a plus.
• Familiarity with Crystal Reports or similar reporting packages is a plus.
• Strong appreciation for client service; ability to understand client needs and build effective relationships.
• Ability to work within a team environment and focus on providing high-quality service to clients.
• Team player who shares knowledge and experience openly.
• Takes initiative to keep other team members informed by contributing to the Best Practices library.
• Leverages the expertise of more-experienced colleagues.
• Strong verbal and written communication skills, including the ability to convey plans, issues, and risks clearly and concisely.
• Strong problem-solving skills; analytical thinker who can decompose complex issues and perform root cause analysis.
• Strong time management skills, including the ability to manage multiple projects in parallel.
• Basic consulting skills, including the ability to build effective working relationships, demonstrate situational awareness, and communicate clearly with decision-makers.
• Basic proficiency in Investment Solutions or Technology.
• Ability to travel to client sites throughout the United States and Canada and work effectively when remote from clients. Travel of 30%-50% is typical but may exceed that in any given year.

Qualifications

• Four-year degree in a business or technical field such as Finance, Mathematical Finance, Economics, Engineering, or Computer Science.
• An advanced degree or industry certification such as the CFA is a strong plus.
• 2-3+ years of experience.

Benefits

We offer a comprehensive benefits program, which includes:

• Retirement savings plan (401K) with company match.
• Insurance coverage including basic life, medical, dental, vision, and long-term disability, along with 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).
• Eligibility for certain tax-advantaged savings plans.
• Paid volunteer days.
• Flexible Work Program to help match your needs.
• Wealth of development programs and educational support.
• Vibrant employee networks to help you stay connected to what matters most.

Pay

Salary Range: $70,000 - $118,750 Annual. The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location, the applicable range could differ.