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About the Role

Consultants serve as subject-matter experts in the implementation and upgrade of the Charles River Investment Management Solution (CRIMS). Their contributions include defining client requirements, configuring and tuning the solution to the clients business and technical needs, training clients, testing workflows and resolving issues before taking the client live. Consultants are expected to demonstrate basic understanding of the entire CRIMS offering and as well as basic proficiency in Investment Solutions or Technology.

Responsibilities

Serve as subject-matter expert within CRIMS implementation and upgrade projects.
Analyze and evaluate requirements while providing product expertise and guidance throughout the project.
Ensure the solution meets the clients business needs and that the client is prepared to assume ownership and operate the solution after go-live.
Provide assistance to other members of the Professional Services team and pro-actively develop and share best practices.
Educate clients on the functionality provided by CRIMS.
Advise on best practices regarding the implementation and operation of Charles River solutions and services.
Monitor and evaluate client requirements to identify potential enhancements to Charles River solutions and services.
Document and communicate product improvements as part of client-specific implementation projects or in response to trends in the marketplace.
Contribute to software quality by clearly communicating defects to Technical 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

Experience supporting or implementing investment management solutions within a bank, hedge fund, asset manager or wealth management firm.
Experience with order management and compliance solutions is especially valuable.
Basic knowledge of fixed income or equity financial instruments.
Basic understanding of investment management or wealth management work flows.
Basic understanding of derivatives and FX instruments is a plus.
Basic command of SQL and understanding of relational databases.
Familiarity with FIX or similar protocols is a plus.
Familiarity with Crystal Reports or similar reporting packages is a plus.
A strong appreciation client service.
Consultants must understand client needs and build effective relationships.
Must have the ability to work within a team environment and be focused on providing high-quality service to our clients.
Team player who shares knowledge and experience openly.
Takes initiative to keep other team members informed by contributing to Best Practices library.
Leverages the expertise of more-experienced colleagues.
Strong verbal and written communication skills including the ability to convey plans, issues and risks to clients and team members in a clear and concise manner.
Strong problem solving skills.
Analytical thinker who can decompose complex issues into components and perform root cause analysis.
Strong time management skills including the ability to manage multiple projects in parallel.
Consultants should also have basic consulting skills.
This includes the ability to build effective working relationships, demonstrate situational awareness and clearly communicate with internal and external decision-makers.
A Consultant is expected to have basic proficiency in Investment Solutions or Technology.
The ability to travel to client sites throughout the United States and Canada as well as the ability to work effectively when remote from clients.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.

Skills

CRIMS implementation and upgrade
Client requirement definition
Solution configuration and tuning
Client training
Workflow testing
Issue resolution
Investment Solutions
Technology
Product expertise
Product guidance
SQL
Relational databases
FIX protocols
Crystal Reports
Client service
Teamwork
Communication
Problem solving
Analytical thinking
Root cause analysis
Time management
Consulting skills
Situational awareness

Location

Burlington / Boston MA
Stamford CT
Clifton and Princeton NJ
Berwyn PA
Irvine and Sacramento CA
Toronto Canada
United States
Canada

Work Type

Remote
Onsite

Experience Level

2-3+ years experience

Education Level

Four (4) year degree in a business or technical field such as Finance, Mathematical Finance, Economics, Engineering, or Computer Science.
Advanced degree or industry certification such as the CFA is a strong plus.

Salary/Compensations

$70,000 - $118,750 Annual

Benefits

Competitive and comprehensive benefits packages
Generous medical care
Insurance
Savings plans
Flexible Work Program
Development programs
Educational support
Retirement savings plan (401K) with company match
Insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
Paid-time off including vacation, sick leave, short term disability, and family care responsibilities
Access to our Employee Assistance Program
Incentive compensation including eligibility for annual performance-based awards
Eligibility for certain tax advantaged savings plans
Paid volunteer days
Matching gift program
Access to employee networks

About the Company

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.
We make all efforts to create a great work environment.
We truly believe our employees' diverse backgrounds, experience and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients.
Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader.
You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.
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.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential.
As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most.
Join us in shaping the future.

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.