Senior Consultant – Middle-Office Implementation / Charles River Development
| Company | State Street |
|---|---|
| Location | Berwyn, PA, USA, New York, NY, USA |
| Salary | $110000 – $170000 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior |
Requirements
- At least 5 years of hands-on experience in the financial industry working for a consultancy or software vendor
- Proficiency with SQL is a must
- Experience in managing and leading the implementation of Front, Middle or Back Office Investment Management systems
- Understanding of multi-tier technical architectures, messaging systems, and relational database structures is a plus
- Strong problem solving/analytical skills
- Strong time management skills including the ability to manage multiple projects in parallel
- A strong record of customer service
- Must be customer driven, able to work within a team environment, and focused on providing a high quality of service to the customer
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
- Assist other members of the Professional Services team and pro-actively develop and share best practices
- Analyze and evaluate customer requirements to help Charles River respond to sales opportunities
- Prepare and deliver sales presentations
- Execute proof-of-concept projects to demonstrate the potential of CRIMS
- 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
- 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
Preferred Qualifications
- Hands-on Experience with post-trade workflows, trade confirmation via matching platforms, such as, CTM, TradeNeXus, etc. is desired
- Experience with middle-office workflows, security life cycle events, corporate action processing, daily position reconciliation is especially valuable
- Looking for candidates with Business Systems Analyst experience/skillset
- Experience implementing investment management software, preferably an order management and compliance system
- An advanced degree or industry certification such as the CFA is a strong plus