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

State Street; Burlington (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

State Street is seeking a Senior Consultant to lead CRIMS implementations and advise clients through requirements gathering, configuration, and go-live readiness. The role emphasizes hands-on delivery, customer training, and ongoing optimization of investment management solutions.

Ideal candidates have 5+ years in financial services consulting or as a software vendor; experience with Front/Middle/Back Office systems is highly valued and a proven track record in Capital Markets or related

Qualifications

• Minimum of 5 years of experience implementing mission-critical financial solutions.
• Experience implementing a financial system within a bank, hedge fund, asset manager, or wealth management firm is valuable.
• Hands-on experience implementing investment management software, preferably an order management and compliance system.
• Substantive in one or more of the listed areas related to investment management solutions.

Responsibilities

• Lead or contribute to CRIMS implementations, analyzing requirements and guiding the project to go-live.
• Assist other Professional Services team members and share best practices.
• Analyze customer requirements to respond to sales opportunities and conduct proof-of-concept projects.
• Educate customers on CRIMS methodologies and best practices for implementation and operation.
• Monitor customer requirements to identify potential enhancements and document product improvements.
• Contribute to software quality by reporting defects clearly and supporting defect resolution.

Skills

Project management

Client-facing

Financial industry experience

CRIMS experience

Tools

CRIMS

Charles River software

Job description

What we are looking for

Senior 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

Senior Consultants are expected to have experience project managing and leading the implementation of Front, Middle or Back Office Investment Management systems.

• Minimum of 5 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