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About the Role
This role supports the post go-live of the Charles River Investment Management Solution (CRIMS) implementation by defining client requirements, configuring and tuning the application, training users, testing workflows, and resolving issues. The team is part of Charles River Development, now State Street, and focuses on enterprise investment management software solutions.
Responsibilities
- Provide general coordination and management of support issues reported by the Customer.
- Offer consultative guidance on system usage based on customer requirements and workflows.
- Analyze and evaluate requirements, providing product expertise throughout the post-go-live journey.
- Provide basic project management assistance for services management and small projects.
- Educate customers on CRIMS methodologies and functionality.
- Advise on best practices for implementing and operating Charles River solutions.
- Monitor and evaluate customer requirements to identify potential enhancements.
- Document and communicate product improvements.
- Contribute to software quality by communicating defects to Client Support and Product Management.
- Support the defect resolution process by providing clear descriptions and validating fixes.
- Identify and suggest corrections for errors in documentation.
- Provide informal customer-specific training to end users.
Requirements
- Minimum of 3 years of experience with the implementation and/or support of mission-critical financial solutions.
- Experience in the implementation and/or support of a financial system within a bank, hedge fund or asset manager, or wealth management firm is especially valuable.
- Hands-on experience implementing or supporting investment management software, preferably an order management and compliance system is especially valuable.
- Substantive knowledge in one or more of the following: fixed income, equity financial instruments.
- Understanding of investment management or wealth management workflows, derivatives and FX instruments.
- Technically savvy: understanding of multi-tier technical architectures and relational database structures, familiarity with SQL, FIX and reporting tools.
- A strong record of customer service.
- Ability to understand customer needs and build effective relationships.
- Ability to convey plans, issues and concerns to clients and team members clearly, logically, and concisely.
- Ability to influence key decision makers both internally and externally.
- Must be customer driven.
- Ability to work within a team environment.
- 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/analytical skills.
- Ability to travel to client sites throughout the United States and Canada.
- Ability to work effectively when remote from clients.
Skills
- CRIMS implementation
- Client requirements definition
- Application configuration
- Application tuning
- User training
- Workflow testing
- Issue resolution
- Consultative guidance
- Product expertise
- Project management assistance
- Best practices advising
- Defect communication
- Documentation improvement
- SQL
- FIX
- Reporting tools
Location
- Toronto, Canada
Work Type
- On premise at client up to 50% in Toronto
- Travel of 30-50% is typical but may exceed that at any given year
Experience Level
- 3+ years of experience
Education Level
- 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.
Salary/Compensations
- $91,000 - $140,500 Annual
Benefits
- Competitive and comprehensive benefits packages
- Generous medical care
- Insurance plans
- Savings plans
- Flexible Work Program
- Development programs
- Educational support
- Flexible work-life support
- Paid volunteer days
- Matching gift program
- Access to employee networks
About the Company
- State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world.
- 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.
- We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
- We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential.
Equal Opportunity
- We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality.
- State Street is an equal opportunity and affirmative action employer.
- As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.