Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Principal Consultant, Fixed Income Specialist, VP role.
Rezi rewrites your resume against State Street's job description. Free.
Tailor your resume to this Principal Consultant, Fixed Income Specialist, VP role.
Rezi rewrites your resume against State Street's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Principal Consultant, Fixed Income Specialist, VP posting at State Street — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Principal Consultant, Fixed Income Specialist, VP posting at State Street — free, in seconds.
About the Role
Charles River is seeking a Principal Consultant to join their Implementation Services Team. This role 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, with comfort in leading large, complex projects and experience with Fixed Income products and complex financial instruments.
Responsibilities
- Lead or co-manage implementation projects for CRD.
- Serve as a single point of contact for clients.
- Demonstrate superior client-facing and communication skills, capable of engaging with senior stakeholders.
- Provide ongoing communication and evaluation of project status.
- Interpret workflow analysis documents and translate them into specifications for CR IMS configuration.
- Guide clients on best practice implementations and efficient workflow configuration.
- Execute daily project plan steps.
- Ensure client needs are understood and documented.
- Provide proactive leadership in client utilization of CRD products and services.
- Facilitate conference calls and meetings with other consultants and product experts.
- Communicate pertinent information regarding upgrades and major releases.
- Manage training and consulting resource requests.
- Monitor and assist with the issue escalation process.
- Respond to additional product requests.
- Coordinate work undertaken by CRD representatives in other locations.
- Maintain general awareness of industry changes and trends.
Requirements
- Experience 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, including Fixed Income/derivatives.
- Some technical knowledge, ideally SQL.
- Full life cycle implementation experience is essential.
- Experience dealing with users or clients from either a technical or business area.
- Comfortable making presentations covering business, technical, or sales topics.
- Travel will be required – may be >20% per calendar year.
- Flexibility with schedule and ability to work beyond regular business hours.
Skills
- Product expertise
- Client management
- Business analysis
- Project management
- Relationship management
- Implementation experience
- Fixed Income products
- Complex financial instruments
- OTC derivatives
- Communication skills
- SQL
- Presentation skills
Location
- Remote
- Hybrid
- Onsite
Work Type
- Full-time
Experience Level
- Principal
- Minimum of 10 years of progressively responsible experience in the Financial / Software Services industry
Education Level
- Bachelor’s Degree in Finance, Business/Mathematical Finance, Economics or Computer Science
- Advanced degree or industry certification such as the 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) 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 open front-to-back platform, State Street Alpha.
- We are focused on delivering next-generation infrastructure and utilizing emerging technologies like AI.
- Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability.
- We are 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.