Implementation Consultant - Fixed Income - Investment Software Implementation - Charles River Development

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

Job summary

State Street is seeking a CRIMS Implementation Consultant to lead and configure the Charles River Investment Management Solution for clients in the US and Canada. You will tailor the platform to client needs, train users, and ensure a smooth go-live with rigorous testing and issue resolution.

The role requires 5+ years in financial services, hands-on experience with investment management systems, and strong communication with clients. Travel of 30-50% is typical to on-site client environments.

Qualifications

• Hands-on implementation experience in financial services.
• Experience leading Front/ Middle or Back Office investment systems is valued.
• Ability to travel 30-50% to client sites.

Responsibilities

• Lead or contribute to CRIMS implementations with client needs.
• Prepare sales demonstrations and proofs of concept.
• Educate customers on CRIMS methodologies and best practices.
• Collaborate with Professional Services and QA to resolve issues.

Skills

Project management

Client-facing

Financial services

Investment management

Communication skills

Education

Bachelor's degree in Finance / Mathematics / Engineering / CS

Advanced degree or CFA certification

Tools

SQL

Crystal Reports

FIX

CRM tools

Job description

Work locations can be: Boston / Burlington, MA, Clifton NJ, Princeton NJ, Berwyn PA, Sacramento CA, and Irvine CA.

What we are looking for

Consultants lead the implementation of the Charles River Investment Management Solution (CRIMS). Their contributions include defining client requirements, configuring and tuning the application to the client's business and technical needs, training users, testing workflows and resolving issues before taking the client "live". The ideal candidate will have at least 5 years of hands‑on experience gained in the financial industry working for a consultancy or software vendor. Experience leading the implementation of Front, Middle or Back Office Investment Management systems is highly valued. However, candidates with exceptional implementation consulting skills who have successfully contributed to Capital Markets or other Financial IT projects will definitely be considered.

Why this job 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 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

• Lead or directly contribute to CRIMS implementations. Analyze and evaluate requirements while providing product expertise and guidance throughout the implementation project. Ensure the solutions developed by Charles River meet the customer's business needs and that the customer 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.
• Analyze and evaluate customer requirements in order to help Charles River respond to sales opportunities. Prepare and deliver sales presentations. Execute proof-of-concept projects to demonstrate the potential of CRIMS to satisfy the specific needs of potential customers.
• Educate customers on the methodologies and functionality provided by CRIMS. Advise on best practices regarding the implementation and operation of Charles River solutions and services.
• Monitor and evaluate customer requirements to identify potential enhancements to Charles River solutions and services. Document and communicate product improvements as part of customer-specific implementation projects or in response to trends in the marketplace.
• Contribute to software quality by clearly communicating defects to Client 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

• Consultants are expected to have experience project managing and leading the implementation of Front, Middle or Back Office Investment Management systems.
• Minimum of 2-3 years of experience with the implementation of mission-critical financial solutions. Experience in the implementation of a financial system within a bank, hedge fund or asset manager, or wealth management firm is especially valuable.
• Hands‑on experience implementing investment management software, preferably an order management and compliance system is especially valuable.
• Substantive in one or more of the following: fixed income, equity financial instruments. understanding of investment management or wealth management work flows, derivatives and FX instruments.
• Understanding of multi-tier technical architectures and relational database structures. Familiarity with SQL, FIX and Crystal Reports is a plus.
• A strong record of customer service. Implementation Managers must understand customer needs and build effective relationships. The candidate must be able to convey plans, issues and concerns to clients and team members in a clear, logical and concise manner. They will need to also be able to influence key decision makers both internally and externally.
• Must be customer driven, have the ability 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/analytical skills.

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.

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 of 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 30-50% is typical but may exceed that at any given year.

About State Street

What we do.

State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investments research & trading and investment management to institutional clients.

Work, Live and Grow.

We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity, and Social Responsibility.

We truly believe our employees' diverse backgrounds, experience and perspective are powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at www.StateStreet.com/careers

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.

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.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

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.

Discover more information on jobs at StateStreet.com/careers

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Job Application Disclosure:

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.