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About the Role

Principal Consultants serve as subject-matter experts in the implementation and upgrade of the Charles River Investment Management Solution (CRIMS). They define client requirements, configure and tune the solution, train clients, test workflows, and resolve issues. This role requires a basic understanding of the entire CRIMS offering and advanced proficiency in at least one functional area, along with strong consulting skills.

Responsibilities

Serve as subject-matter expert within CRIMS implementation and upgrade projects.
Analyze and evaluate requirements while providing product expertise and guidance.
Ensure the solution meets client business needs and that clients are prepared for go-live.
Provide assistance to other Professional Services team members and develop/share best practices.
Analyze and evaluate client requirements to help Charles River respond to sales opportunities.
Contribute to sales presentations and proof-of-concept projects.
Educate clients on CRIMS functionality and advise on best practices.
Monitor and evaluate client requirements to identify potential enhancements.
Document and communicate product improvements.
Contribute to software quality by communicating defects to Technical Support and Product Management.
Support the defect resolution process by providing clear descriptions and validating fixes.
Identify and suggest corrections for errors in documentation.

Requirements

Strong Equities background required.
Specialist expertise in one of the following practice areas: Compliance, Equity, Fixed Income, Investment Solutions, Technology, Wealth Management or Project Management.
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.
Advanced knowledge of fixed income or equity financial instruments.
Experience with investment management or wealth management work flows.
Solid understanding of derivatives and FX instruments.
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.
Strong record of client service; understand client needs and build effective relationships.
Ability to work within a team environment and provide high-quality service.
Team player who shares knowledge and experience openly.
Takes initiative to keep other team members informed by contributing to “Best Practices” library.
Mentor less-experienced colleagues while leveraging the expertise of more-experienced colleagues.
Strong verbal and written communication skills.
Strong problem-solving skills.
Analytical thinker capable of decomposing complex issues and performing root cause analysis.
Strong time management skills, including the ability to manage multiple projects in parallel.
Ability to travel to client sites throughout the United States and Canada.
Ability to work effectively when remote from clients.

Skills

CRIMS implementation and upgrade
Client requirement definition
Solution configuration and tuning
Client training
Workflow testing
Issue resolution
Consulting skills
Sales presentations
Proof-of-concept projects
SQL
Relational databases
FIX protocols
Crystal Reports

Location

Boston MA
Burlington MA
Stamford CT
Clifton NJ
Princeton NJ
Berwyn PA
Irvine CA
Sacramento CA
Toronto Canada

Work Type

Travel required
Remote work possible

Experience Level

8+ years of experience
Principal Consultant

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

$120,000 - $202,500 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 Employee Assistance Program
Incentive compensation including eligibility for annual performance-based awards
Eligibility for certain tax advantaged savings plans
Flexible work-life support
Paid volunteer days
Vibrant employee networks

About the Company

State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world.
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.
Join us if delivering next generation infrastructure, using emerging technologies like AI and Blockchain sounds like a challenge you are up for.
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.
Discover more at www.StateStreet.com/careers

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.
State Street is an equal opportunity and affirmative action employer.