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About the Role
The Consultant is responsible for all aspects of implementation for the Charles River IMS, requiring product expertise and the ability to manage competing client demands. In-depth training will be provided.
Responsibilities
- Day to day management of an implementation project from a CRD perspective
- Interpreting workflow analysis documents and converting them into specifications for CR IMS configuration to ensure Best Practice delivery
- Providing on-going communication and evaluation of project status to the client and Charles River Project Manager
- Providing a single point of contact for a Client during the Implementation project
- Undertaking the daily execution of the project plan steps
- Ensuring that the 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 and 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 for the implementation
- Maintain a general awareness of industry changes/trends
Requirements
- Extensive experience in a similar role implementing financial systems
- Strong Front Office experience (order management, dealing with Fund Managers/Traders)
- Applications experience with Charles River Investment Management System or Equivalent (competitor)
- Good Investment Management and market instrument knowledge – Front Office workflows; Fixed Income/derivatives, Equity, Compliance, IBOR, PMA, Ex-Ante and Ex-Post Risk and Scenario Analysis
- Superior client facing skills
- Some technical knowledge, ideally SQL
- Experience dealing with users or clients from either a technical or business area
- Comfortable making presentations covering business, technical or sales
- Experience managing/coordinating projects and a demonstrable understanding of the project life-cycle
Skills
- Product expertise
- Relationship management
- Implementation experience
- Business analysis
- Project management
- Front Office workflows
- Fixed Income/derivatives knowledge
- Equity knowledge
- Compliance knowledge
- IBOR knowledge
- PMA knowledge
- Ex-Ante Risk knowledge
- Ex-Post Risk knowledge
- Scenario Analysis knowledge
- SQL
Location
- EMEA region
Work Type
- Onsite
Experience Level
- Senior
Education Level
- University degree – ideally in a Finance or Technology discipline
Benefits
- Competitive and comprehensive benefits packages
- Generous medical care
- Insurance
- Savings plans
- Flexible Work Program
- Development programs
- Educational support
- 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.
- State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world.
- We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
- We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential.
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.