Job details
Who we are looking for Charles River is looking to expand their established Implementation Services Team. The Consultant is responsible for all aspects of implementation for the Charles River IMS. They will need to become a product expert in a short amount of time and remain up-to-date as product and industry changes require. A Consultant needs to manage the competing demands of the clients to whom they are assigned, operating administratively as well as hands-on. The ideal candidate will have a mixture of asset management/business knowledge, business analysis, project experience, relationship management, and implementation experience. They will be comfortable running a large and complex implementation project, dealing with all the associated issues, either individually or as part of a larger team. Why this role is important to us The team you will be joining is a part of Charles River Development (CRD), which 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, 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
- Lead or co-manage implementation projects for CRD.
- Provide a single point of contact for a client.
- Have superior client-facing skills and communication skills with the ability to deal with senior-level stakeholders/clients.
- Provide ongoing communication and evaluation of project status.
- Interpret workflow analysis documents and convert these documents into specifications for CR IMS configuration.
- Provide guidance to customers around best practice implementations and efficient workflow configuration.
- Undertake the daily execution of the project plan steps.
- Ensure that a client’s needs are understood and documented.
- Provide proactive leadership in a client’s utilization of CRD products and services.
- Facilitate conference calls and meetings with other consultants and product experts.
- Communicate pertinent information on upgrades and major releases.
- Manage training and consulting resource requests.
- Monitor and assist with the issue escalation process.
- Respond to additional product requests.
- Manage the coordination of work undertaken by CRD’s representatives in other locations.
- Maintain a general awareness of industry changes and trends.
- Experience managing large projects or multiple smaller projects.
- Extensive front office experience (order management, dealing with fund managers/traders).
- Applications experience with Charles River Trading System/Compliance Master or equivalent (competitor).
- Excellent market instrument knowledge - Fixed Income/derivatives, etc.
- Some technical knowledge, ideally SQL.
- Experience doing a full life cycle implementation is essential.
- Experience dealing with users or clients from either a technical or business area.
- Comfortable making presentations covering business, technical, or sales topics.
- Third-level qualification ideally a Technical Bachelor's Degree.
- Travel will be required – may be greater than 50% per calendar year.
- Flexibility with schedule and ability to work beyond regular business hours.
- Bachelor’s Degree from a leading university or college in Finance, Business/Mathematical Finance, Economics, or Computer Science.
- An advanced degree or industry certification such as the CFA is a strong plus.
- A minimum of 8-10 years of progressively responsible experience in the Financial/Software Services industry (Financial market information systems background preferred).
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