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About the Role

Senior Consultants lead the implementation of the Charles River Investment Management Solution (CRIMS), defining client requirements, configuring the application, training users, and resolving issues. The role is crucial for delivering next-generation infrastructure using emerging technologies.

Responsibilities

Lead or directly contribute to CRIMS implementations, analyzing requirements and providing product expertise.
Ensure Charles River solutions meet customer business needs and that customers are prepared for go-live.
Assist other Professional Services team members and develop/share best practices.
Analyze customer requirements to support sales opportunities, including preparing and delivering sales presentations.
Execute proof-of-concept projects to demonstrate CRIMS potential.
Educate customers on CRIMS methodologies and functionality, advising on best practices.
Monitor customer requirements to identify potential enhancements to Charles River solutions.
Document and communicate product improvements.
Contribute to software quality by communicating defects and validating fixes.
Identify and suggest corrections for errors in documentation.

Requirements

At least 7 years of hands-on experience in the financial industry, working for a consultancy or software vendor.
Experience leading the implementation of Front, Middle, or Back Office Investment Management systems is highly valued.
Exceptional implementation consulting skills with successful contributions to Capital Markets or other Financial IT projects will be considered.
Minimum of 5 years of experience with the implementation of mission-critical financial solutions.
Experience in the implementation of a financial system within a bank, hedge fund, asset manager, or wealth management firm is especially valuable.
Experience with middle-office workflows, security life cycle events, corporate action processing, daily cash, position and transaction reconciliation is a must.
Experience with Position and Cash position management, including position-level analytics such as amortised cost and P&L.
Experience implementing investment management software, preferably an order management and compliance system is desirable.
Experience with post-trade workflows, trade confirmation via matching platforms, such as, CTM, TradeNeXus, etc. would be a plus.
Good understanding of front office and back office workflows and processes.
Business Systems Analyst experience/skillset.
Proficiency with SQL is desirable.
Understanding of multi-tier technical architectures, messaging systems, and relational database structures is a plus.
A strong record of customer service, understanding customer needs and building effective relationships.
Ability to convey plans, issues, and concerns to clients and team members clearly and logically.
Ability to influence key decision makers internally and externally.
Customer-driven, able to work within a team environment, and focused on providing high-quality service.
Strong time management skills, including the ability to manage multiple projects in parallel.
Strong problem-solving/analytical skills.
Strong interpersonal skills: proven ability to work collaboratively with a wide range of individuals at all levels of an organization.
Strong individual contributor with high motivation, ability to take direction and initiative, set priorities, and perform tasks with minimal guidance.

Skills

Implementation of Charles River Investment Management Solution (CRIMS)
Client requirement definition
Application configuration and tuning
User training
Workflow testing
Issue resolution
Front Office Investment Management systems implementation
Middle Office Investment Management systems implementation
Back Office Investment Management systems implementation
Capital Markets IT projects
Financial IT projects
Middle-office workflows
Security life cycle events
Corporate action processing
Daily cash reconciliation
Position reconciliation
Transaction reconciliation
Position management
Cash position management
Position-level analytics
Amortised cost analysis
P&L analysis
Investment management software implementation
Order management system implementation
Compliance system implementation
Post-trade workflows
Trade confirmation
CTM
TradeNeXus
Front office workflows
Back office workflows
Business Systems Analysis
SQL
Multi-tier technical architectures
Messaging systems
Relational database structures
Customer service
Relationship building
Communication
Influencing
Teamwork
Time management
Project management
Problem solving
Analytical skills
Interpersonal skills
Collaboration
Motivation
Initiative
Prioritization

Location

Client sites regionally
Client sites globally

Work Type

Full-time
Travel required (30-50% typical, may exceed)

Experience Level

Senior
8-10+ years of working experience

Education Level

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

Benefits

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

About the Company

Charles River Development (CRD) became part of State Street in 2018.
CRD creates 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 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.

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.