Equities Implementation Consultant | Remote & 30-50% Travel

CFA Institute; Burlington (VT); On-site; USD 70,000 - 119,000; Full time

Job summary

State Street is looking for a Consultant to serve as a subject-matter expert in CRIMS implementation and upgrade projects. You will analyze requirements, configure the solution to clients' needs, train users, test workflows and support go-live.

You will educate clients on CRIMS functionality, advise on best practices, and help identify enhancements. A strong focus on client service, teamwork and clear communication is essential, with travel across the US and Canada required.

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.

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.
• Ensure the solution meets the clients business needs and that the client is prepared to assume ownership and operate the solution after go-live.
• Provide assistance to 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.

Skills

CRIMS implementation

Requirements analysis

Client training

Problem solving

Education

Four year degree in Finance or Tech

Tools

SQL

Crystal Reports

FIX protocols

Job description

State Street is looking for a Consultant to serve as a subject-matter expert in CRIMS implementation and upgrade projects. You will analyze requirements, configure the solution to clients' needs, train users, test workflows and support go-live.

You will educate clients on CRIMS functionality, advise on best practices, and help identify enhancements. A strong focus on client service, teamwork and clear communication is essential, with travel across the US and Canada required.