Principal CRIMS Implementation Lead – Equities Expert

Charles River Development; Berwyn (PA); On-site; USD 120,000 - 203,000; Full time

Job summary

Charles River Development, a State Street company, seeks Principal Consultants to lead CRIMS implementations and upgrades for institutional clients. You will define requirements, configure the solution, train clients, and guide go-live with emphasis on equities, compliance, and related practice areas.

Join a team delivering next-generation investment management infrastructure, collaborating across portfolios and client teams to ensure successful deployments and ongoing improvements.

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.
• 8+ years of 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 client’s 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.
• Analyze and evaluate client requirements in order to help Charles River respond to sales opportunities. Contribute to sales presentations and proof-of-concept projects to demonstrate the potential of CRIMS to satisfy specific client needs.
• 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.

Skills

Communication skills

Problem solving

Time management

Team player

Travel willingness

Education

Bachelor's degree in Finance/Engineering/CS

CFA strong plus

Tools

SQL basics

FIX protocols

Crystal Reports

Job description

Charles River Development, a State Street company, seeks Principal Consultants to lead CRIMS implementations and upgrades for institutional clients. You will define requirements, configure the solution, train clients, and guide go-live with emphasis on equities, compliance, and related practice areas.

Join a team delivering next-generation investment management infrastructure, collaborating across portfolios and client teams to ensure successful deployments and ongoing improvements.