Consultant, Officer

State Street; Princeton (NJ); On-site; USD 70,000 - 118,750; Full time

Benefits offered by this job

401K with company match

Medical/Dental/Vision coverage

Paid time off

Job summary

State Street is seeking a consultant to support CRIMS implementation and upgrade projects from our Princeton office. The role involves defining client requirements, configuring the CRIMS solution, training clients, and ensuring readiness for go‑live.

You will work with Investment Solutions teams to align business and technical needs. The ideal candidate has 2–3+ years in financial services consulting or with a software vendor, strong SQL skills, and experience with asset management workflows.

Qualifications

• Four-year degree in a business or technical field such as Finance, Mathematical Finance, Economics, Engineering, or Computer Science. An advanced degree or industry certification such as the CFA is a strong plus.
• 2–3+ years experience in financial services consulting or software vendor environment.

Responsibilities

• Serve as subject‑matter expert within CRIMS implementation and upgrade projects. Analyze and evaluate requirements while providing product expertise and guidance throughout the project.
• Assist other members of the Professional Services team and pro‑actively develop and share best practices.
• Educate clients on the functionality provided by CRIMS and advise on implementation and operation best practices.
• Monitor and evaluate client requirements to identify potential enhancements and communicate product improvements.
• Collaborate with Technical Support and Product Management to resolve defects and improve documentation.

Skills

SQL

Investment management

Client consulting

Team collaboration

Education

Four-year degree in Finance/Engineering/CS

CFA or similar certification a plus

Tools

CTM

TradeNeXus

Job description

What We Are Looking For

Consultants serve as subject matter experts in the implementation and upgrade of the Charles River Investment Management Solution (CRIMS). 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. Consultants are expected to demonstrate basic understanding of the entire CRIMS offering and as well as basic proficiency in Investment Solutions or Technology. The ideal candidate will have at least 2–3+ years of hands‑on experience gained in the financial industry working for a consultancy or software vendor.

What You Will Be Responsible For

• Serve as subject‑matter expert within CRIMS implementation and upgrade projects. Analyze and evaluate requirements while providing product expertise and guidance throughout the project. Ensure the solution meets the client’s business needs and that the client is prepared to assume ownership and operate the solution after go‑live.
• Assist other members of the Professional Services team and pro‑actively develop and share best practices.
• Educate clients on the functionality provided by CRIMS. Advise on best practices regarding the implementation and operation of Charles River solutions and services.
• 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.
• Contribute to software quality by clearly communicating defects to Technical Support and Product Management. Support the defect resolution process by providing clear descriptions of defects and validating the resulting fixes. Identify errors and mistakes in documentation and suggest corrections and improvements.

What We Value

• 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.
• Experience with middle‑office workflows, security life‑cycle events, corporate action processing, daily position reconciliation.
• Experience with post‑trade workflows, trade confirmation via matching platforms, such as CTM, TradeNeXus, etc. would be a plus.
• Looking for candidates with Business Systems Analyst experience/skillset.
• Proficiency with SQL is a must.
• Knowledge of multi‑tier technical architectures, messaging systems, and relational database structures is a plus.
• A strong record of customer service. Consultants must understand customer needs and build effective relationships.
• 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.
• Must be customer driven, be able to work within a team environment, and be focused on providing a high quality of service to the customer.
• Strong time management skills including the ability to manage multiple projects in parallel.
• Strong problem‑solving skills. Analytical thinker who can decompose complex issues into components and perform root cause analysis.

Education & Preferred Qualifications

• Four (4) year degree in a business or technical field such as Finance, Mathematical Finance, Economics, Engineering, or Computer Science. An advanced degree or industry certification such as the CFA is a strong plus.
• 2–3+ years experience.

Additional Requirements

The ability to travel to client sites throughout the United States and Canada as well as the ability to work effectively when remote from clients. Travel of 20–25% is typical but may exceed that at any given year.

Salary Range

$70,000 - $118,750 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Benefits

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our 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 our Employee Assistance Program; incentive compensation including eligibility for annual performance‑based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax‑advantaged savings plans.

Equal Opportunity Employer Statement

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.

Legal Notice

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.