Implementation Specialist - IBOR / Post-Trade / Middle-Office - Charles River Development - AVP

Locations we can hire for this role: Boston MA, Burlington MA, Stamford CT, Clifton NJ, Princeton NJ, and Berwyn PA

What we are looking for

Implementation 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 client’s business and technical needs, training clients, testing workflows and resolving issues before taking the client live. Consultants are expected to demonstrate basic understanding of the entire CRIMS offering and as well as basic proficiency in Investment Solutions or Technology. The ideal candidate will have at least 2 – 3+ years of hands-on experience gained in the financial industry working for a consultancy or software vendor.

Why this job is important to us

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

What you will be responsible for

• Serve as 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 client’s business needs and that the client is prepared to assume ownership and operate the solution after go-live.

• Assist other members of the Professional Services team and pro-actively 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.

What we value

• 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.

• Experience with middle-office workflows, security life cycle events, corporate action processing, daily position reconciliation.

• Experience with post-trade workflows, trade confirmation via matching platforms, such as, CTM, TradeNeXus, etc. would be a plus.

• Looking for candidates with Business Systems Analyst experience/skillset.

• Proficiency with SQL is a must.

• Knowledge of multi-tier technical architectures, messaging systems, and relational database structures is a plus.

• A strong record of customer service. Consultants must understand customer needs and build effective relationships.

• Team player who shares knowledge and experience openly. Takes initiative to keep other team members informed by contributing to “Best Practices” library. Mentor less-experienced colleagues while leveraging the expertise of more-experienced colleagues.

• Must be customer driven, be able to work within a team environment, and be focused on providing a high quality of service to the customer.

• Strong time management skills including the ability to manage multiple projects in parallel.

• Strong problem-solving skills. Analytical thinker who can decompose complex issues into components and perform root cause analysis.

Education & Preferred Qualifications

• Four (4) 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 experience

Additional Requirements

The ability to travel to client sites throughout the United States and Canada as well as the ability to work effectively when remote from clients.  Travel of 20 – 25% is typical but may exceed that at any given year.

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