Post Production Support Specialist

CFA Institute; Berwyn (IL); Hybrid; USD 100,000 - 167,500; Full time

Benefits offered by this job

401(K) with company match

Medical, dental, vision insurance

Paid time off and Employee Assistance Program

Job summary

CFA Institute is seeking a Dedicated Client Product Support Specialist based in Berwyn, Illinois. This role involves supporting clients in the post-go-live phase of the Charles River Investment Management Solution, including defining requirements and resolving issues.

The ideal candidate will have a minimum of 3 years in financial services, with experience in Front, Middle, or Back Office systems. The position offers a competitive salary range of $100,000 to $167,500 and participation in a comprehensive benefits program.

Qualifications

• Minimum of 3 years experience in financial industry.
• Hands-on experience with mission-critical financial solutions.
• Understanding of FX instruments and derivatives.

Responsibilities

• Assist and coordinate support issues reported by the customer.
• Provide consultative guidance on system use and requirements.
• Document and communicate product improvements.

Skills

Experience with Financial Solutions

Customer Service

Problem-Solving Skills

Analytical Skills

SQL Knowledge

Knowledge of Investment Management Workflows

Education

Four-year degree in Finance or technical field

Advanced degree or CFA certification

Tools

FIX Protocol

Reporting Tools

Job description

Who we are looking for

Dedicated Client Product Support Specialist supports post go‑live of the Charles River Investment Management Solution (CRIMS) implementation. 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. The ideal candidate will have at least 3 years of hands‑on experience in the financial industry, working for a consultancy or software vendor. Experience leading the implementation or support of Front, Middle or Back Office Investment Management systems is highly valued.

Why this role is important to us

The team you will be joining is part of Charles River Development (CRD), now a part of State Street. CRD helps create enterprise investment management software solutions for large institutions in institutional investment, wealth management, and hedge funds. Together we created the first open front‑to‑back platform – State Street Alpha, launched in 2019. Delivering next‑generation infrastructure using emerging technologies like AI and Blockchain is a challenge that we invite you to take on.

What you will be responsible for

As a Post Production Support Specialist, you will assist and provide coordination and management of support issues reported by the Customer to Charles River. You will provide consultative guidance regarding the Customer’s use of the System, analyze and evaluate requirements, and give product expertise throughout the post‑go‑live journey. Other duties include basic project‑management assistance for services management and small projects; educating customers on methodologies and functionality; advising on best practices for implementation and operation of Charles River solutions; monitoring and evaluating customer requirements for potential enhancements; documenting and communicating product improvements; contributing to software quality by clearly communicating defects to Client Support and Product Management; supporting defect resolution; identifying errors in documentation; and providing informal customer‑specific training to end users.

What we value

The Dedicated Client Resource is expected to have experience with Front, Middle or Back Office Investment Management systems, a minimum of 3 years of experience with mission‑critical financial solutions, and especially valuable experience in banks, hedge funds, or asset managers. Hands‑on experience implementing or supporting investment management software, preferably an order management and compliance system, and substantive knowledge of fixed income or equity instruments are required. Understanding of investment or wealth management workflows, derivatives, and FX instruments is mandatory. Technical proficiency must include knowledge of multi‑tier architectures, relational databases, SQL, FIX, and reporting tools. A strong record of customer service, time‑management, problem‑solving, and analytical skills are essential. You must be capable of conveying plans, issues, and concerns to clients and team members clearly, and influencing key decision makers internally and externally.

Education & Preferred 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.

Work Requirement

Up to 3 days per week in the Malvern office.

Salary Range

$100,000 – $167,500 per year. The quoted range applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location, the applicable range could differ.

Benefits

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes a retirement savings plan (401 K) with company match; insurance coverage including basic life, medical, dental, vision, long‑term disability, and optional additional coverages; paid time off including vacation, sick leave, short‑term disability, and family care responsibilities; access to the 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.

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.

Equal Opportunity Employer

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.