Job Requisition ID: R-759466 Who We Are Looking For Consultants serve as subject-matter experts in the implementation and upgrade of the Charles River Investment Management Solution (CR IMS).
Their contributions include defining client requirements, configuring and tuning the solution to the client's business and technical needs, training clients, testing workflows and resolving issues before taking the client live.
They will need to become a product expert in a short amount of time and remain up-to-date, as product and industry changes require.
Providing consulting service on the entire CR IMS offering, build effective working relationships, demonstrate situational awareness and clearly communicate with internal and external decision-makers.
The ideal candidate will have a mixture of business knowledge, business analysis, project experience, consulting skills and implementation experience.
They will be comfortable working in large and complex implementation projects, dealing with all the associated issues, individually or as part of a larger team.
Why This Role Is Important to Us The team you will be joining is a part of Charles River Development (CRD), which became a part of State Street in 2018.
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.
What You Will Be Responsible For Fully responsible for all aspects of implementation for the CR IMS.
Analyze and evaluate requirements while providing product expertise and guidance throughout the project.
Ensure the solution meets the client's business needs, training clients, testing workflows, resolving issues and ensuring the client is prepared to assume ownership and operate the solution after go-live.
Document client requirements and workflows, and successfully transition the client to Technical Support and Relationship Management in preparation for go-live.
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.
Provide weekly, detailed project status to senior management at Charles River and within the client, highlighting issues, risks, and scope changes.
Contribute to software quality by clearly communicating defects to Technical Support and Product Management, supporting the defect resolution process by providing clear descriptions of defects and validating the resulting fixes.
Aid other members of the Professional Services team and pro-actively develop and share best practices while keeping abreast of new system versions, features, and trends in the finance industry.
Analyze and evaluate client requirements to help Charles River respond to sales opportunities.
Contribute to sales presentations and proof-of-concept projects to demonstrate the potential of CR IMS to satisfy specific client needs.
What We Value These skills will help you succeed in this role: Proficient in Investment Solutions or Technology.
Experience supporting or implementing solutions at asset managers, superannuation, or wealth management firms.
Basic understanding of investment management or wealth management workflows (portfolio management, trading, compliance, IBOR, PMA, risk).
Basic knowledge of equity, fixed income, and FX instruments front and middle office workflows; basic understanding of derivatives and FX instruments is a plus.
A strong appreciation of client service; consultants must understand client needs and build effective relationships.
Team player who shares knowledge and experience openly and takes initiative to keep other team members informed.
Strong verbal and written communication skills, including the ability to convey plans, issues, and risks to clients and team members clearly and concisely.
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 and demonstrated ability to meet self-imposed deadlines.
Education & Preferred Qualifications Bachelor's Degree from a leading university or college in Finance, Business/Mathematical Finance, Economics, or Computer Science.
An advanced degree or industry certification such as the CFA is a strong plus.
Additional Requirements The ability to travel to client sites throughout the Asia Pacific, with typical travel of 10% to 50%, which may exceed that in any given year.
About State Street 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 make efforts to create a great work environment with competitive and comprehensive benefits packages.
You can expect generous medical care, insurance, and savings plans, among other perks.
We believe our employees' diverse backgrounds, experiences, and perspectives contribute to creating an inclusive environment where everyone can thrive.
We welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity, and personality.
State Street is an equal opportunity and affirmative action employer.
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