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About the Role

The Post Production Support Specialist (PPSS) supports customers post go-live of the Charles River Investment Management Solution (CRIMS) implementation. Their contributions include defining new client requirements, configuring and tuning the application to the client’s business and technical needs, training users, testing workflows and resolving issues. The Specialist will liaise with Charles River Technical Support and Product resources to troubleshoot application issues and to determine the optimal configuration.

Responsibilities

Analyze and evaluate requirements issues while providing product expertise and guidance throughout the post go-live journey.
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.
Evaluate customer requirements to identify potential enhancements to Charles River solutions and services. Document and communicate product improvements as part of customer-specific requirements or in response to trends in the marketplace.
Responsible for maintaining a client issues list and status reporting.
Train users on existing workflows
Gather requirements for new asset classes, security types and/or business lines
Document requirements
Works with Professional Services team to assign dedicated resources to accomplish deliverables
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.

Requirements

The Post Go Live Production Support Specialists is expected to have experience working on implementing or supporting Front, Middle or Back Office Investment Management systems.
PPSS are expected to have strong industry knowledge across multiple asset classes.
PPSS team members are responsible for navigating the CRD/Alpha eco-system and establishing relationships with the various internal supporting teams.
Minimum of 5 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 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. Post Go Live Support Specialists must understand customer needs and build effective relationships.
The candidate must be able to convey plans, issues and concerns to clients and team members in a clear, logical and concise manner.
They will need to also be able to influence key decision makers both internally and externally.
Must be customer driven, 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/analytical skills.

Skills

Fixed income
Equity financial instruments
Investment management workflows
Wealth management workflows
Derivatives
FX instruments
Multi-tier technical architectures
Relational database structures
SQL
FIX
Reporting tools

Location

Travel as required by the Customer

Work Type

Full-time

Experience Level

3 to 5+ years of experience
At least 3 to 5 years of hands-on experience

Education Level

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.

Benefits

Competitive and comprehensive benefits packages
Generous medical care
Insurance
Savings plans
Flexible Work Program
Wealth of development programs
Educational support
Inclusive development opportunities
Flexible work-life support
Paid volunteer days
Vibrant employee networks

About the Company

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.
State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world.
From technology to product innovation we're making our mark on the financial services industry.
For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people.
We provide investment servicing, data & analytics, investments research & trading and investment management to institutional clients.
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability.
We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

Equal Opportunity

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.