Principal Consultant, Fixed Income Specialist, VP

State Street; Sydney; On-site; AUD 180,000 - 230,000; Full time

Job summary

State Street is seeking a Principal Consultant - Implementation Services to lead and co-manage CRD implementation projects. You will serve as the single client contact, interact with senior stakeholders, and guide best-practice configurations of the CR IMS platform.

You will oversee end-to-end project activities, coordinate cross-location teams, and stay aligned with industry trends, including Fixed Income and derivatives knowledge. Travel >20% is expected.

Qualifications

• Bachelor's degree in Finance, Business/Math Finance, Economics or Computer Science.
• CFA is a strong plus; advanced degree optional.
• Minimum 10 years' progressive experience in the Financial/Software Services industry (financial market info Systems background preferred).
• Experience with large, complex implementations and front-office workflows.
• Strong client-facing and communication skills; willing to travel >20%.

Responsibilities

• Lead or Co-manage implementation projects for CRD.
• Provide a single point of contact for a client.
• Have superior client facing skills and communication skills with the ability to deal with senior level stakeholders/Clients.
• Providing on-going communication and evaluation of project status.
• Interpreting workflow analysis documents and the conversion of these documents into specifications for CR IMS configuration.
• Providing guidance to customers around best practice implementations and efficient workflow configuration.
• Undertaking the daily execution of the project plan steps.
• Ensuring that a 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 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.
• Maintain a general awareness of industry changes/trends

Skills

Front Office

Project Management

Client-facing

Presentation

Fixed Income

Derivatives

Travel Flexibility

Education

Bachelor's degree in Finance/Business/Math Finance/Economics/CS

CFA certification considered a strong plus

Advanced degree preferred

Tools

Charles River Trading System

Compliance Master

SQL

Job description

Who we are looking for

Charles River are looking to expand their established Implementation Services Team. The Principal Consultant is responsible for all aspects of implementation for the Charles River IMS. 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. A Consultant needs to manage the competing demands of the clients to whom the he or she is assigned, operating administratively as well as hands-on.

Job Description

Who we are looking for

Charles River are looking to expand their established Implementation Services Team. The Principal Consultant is responsible for all aspects of implementation for the Charles River IMS. 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. A Consultant needs to manage the competing demands of the clients to whom the he or she is assigned, operating administratively as well as hands-on.

The ideal candidate will have a mixture of asset management/business knowledge, business analysis, project experience, relationship management and implementation experience. They will be comfortable running a large and complex implementation project, dealing with all the associated issues, either individually or as part of a larger team. We are looking for a candidate who has worked extensively with Fixed Income products, complex financial instruments and a variety of OTCs.

Why this role is important to us

The team you will be joining is a part of Charles River Development (or CRD), that 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 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 sounds like a challenge you are up for.

What You Will Be Responsible For

As Principal Consultant - Implementation Services you will be responsible for:

• Lead or Co-manage implementation projects for CRD


• Providing a single point of contact for a client


• Have superior client facing skills and communication skills with the ability to deal with senior level stakeholders/Clients.


• Providing on-going communication and evaluation of project status


• Interpreting workflow analysis documents and the conversion of these documents into specifications for CR IMS configuration


• Providing guidance to customers around best practice implementations and efficient workflow configuration


• Undertaking the daily execution of the project plan steps


• Ensuring that a 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 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


• Maintain a general awareness of industry changes/trends

What We Value

• These skills will help you succeed in this role


• Experience of 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 - Fixed Income/derivatives etc.


• Some technical knowledge, ideally SQL.


• Experience of doing a full life cycle implementation is essential


• Experience dealing with users or clients from either a technical or business area


• Comfortable making presentations covering business, technical or sales


• Third level qualification ideally a Technical Bachelors Degree.


• Travel will be required - may be >20% per calendar year


• Flexibility with schedule and ability to work beyond regular business hours

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.


• A minimum of 10 years of progressively responsible experience in the Financial / Software Services industry (Financial market information systems background preferred)

About State Street

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. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

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.

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Job ID: R-795129