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About the Role

The Principal Consultant is responsible for all aspects of implementation for the Charles River IMS, requiring product expertise and the ability to manage competing client demands. The ideal candidate will possess a blend of asset management knowledge, business analysis, project management, relationship management, and implementation experience, comfortable leading large, complex projects and dealing with various financial instruments.

Responsibilities

Lead or Co-manage implementation projects for CRD
Providing 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
Providing on-going communication and evaluation of project status
Interpreting workflow analysis documents and the conversion of these documents into specifications for CR IMS configuration
Providing guidance to customers around best practice implementations and efficient workflow configuration
Undertaking the daily execution of the project plan steps
Ensuring that a client’s needs are understood and documented
Providing proactive leadership in a client’s utilization of CRD products and services
Facilitating conference calls & meetings with other consultants product experts
Communicating pertinent information on upgrades and major releases
Managing training and consulting resource requests
Monitoring and assisting with the issue escalation process
Responding to additional product requests
Managing the co-ordination of work undertaken by CRD’s representatives in other locations
Maintain a general awareness of industry changes/trends

Requirements

Experience of 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 of 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
Travel will be required – may be >20% per calendar year
Flexibility with schedule and ability to work beyond regular business hours
A minimum of 10 years of progressively responsible experience in the Financial / Software Services industry (Financial market information systems background preferred)

Skills

Product expertise
Asset management/business knowledge
Business analysis
Project experience
Relationship management
Implementation experience
Fixed Income products
Complex financial instruments
OTC products
Client facing skills
Communication skills
Workflow analysis
CR IMS configuration
Best practice implementations
Efficient workflow configuration
Project plan execution
Client needs documentation
Proactive leadership
Product and services utilization
Conference call facilitation
Meeting facilitation
Product expert consultation
Upgrade communication
Release communication
Training resource management
Consulting resource management
Issue escalation assistance
Product request response
Work coordination
Industry change awareness
Industry trend awareness
Front Office experience
Order management
Fund Manager interaction
Trader interaction
Charles River Trading System experience
Compliance Master experience
Competitor application experience
Market instrument knowledge
Fixed Income knowledge
Derivatives knowledge
SQL
Full life cycle implementation
User/client interaction (technical)
User/client interaction (business)
Presentation skills (business)
Presentation skills (technical)
Presentation skills (sales)

Work Type

Onsite

Experience Level

Principal Consultant
10+ years of experience

Education Level

Bachelor’s Degree in Finance, Business/Mathematical Finance, Economics or Computer Science
Advanced degree or industry certification (e.g., CFA)

Benefits

Inclusive development opportunities
Flexible work-life support
Paid volunteer days
Vibrant employee networks

About the Company

Charles River Development (CRD) is part of State Street since 2018.
CRD provides enterprise investment management software solutions for large institutions in institutional investment, wealth management, and hedge funds.
Together, CRD and State Street created the State Street Alpha platform.
State Street helps institutional investors globally manage risk, respond to challenges, and drive performance and profitability.
State Street is committed to fostering an environment where every employee feels valued and empowered to reach their full potential.

Equal Opportunity

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.