Senior Consultant - Middle-Office Implementation / Charles River Development

Charles River Development; Berwyn (PA); Remote; USD 110,000 - 170,000; Full time

Job summary

Join a leading financial services firm as a Senior Consultant focusing on Middle-Office Implementation. You will lead implementations of the Charles River Investment Management Solution, ensuring solutions meet client needs while managing multiple projects. Ideal candidates have strong SQL skills and a background in financial solutions. Enjoy a role that combines technical expertise with customer engagement, all while working in a dynamic team environment.

Benefits

Comprehensive benefits

Development programs

Promoting diversity and inclusion

Qualifications

• Minimum of 5 years in implementing mission-critical financial solutions.
• Experience in post-trade workflows and middle-office workflows.

Responsibilities

• Leading or contributing to CRIMS implementations and analyzing requirements.
• Educating customers on CRIMS functionalities and advising on best practices.
• Monitoring customer requirements for potential enhancements.

Skills

SQL

Customer Service

Problem Solving

Education

Four-year degree in Finance

Mathematical Finance

Economics

Engineering

Computer Science

CFA certification

Job description

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What We Are Looking For

Senior Consultants / Implementation Managers lead the implementation of the Charles River Investment Management Solution (CRIMS). Their responsibilities include defining client requirements, configuring and tuning the application to meet business and technical needs, training users, testing workflows, and resolving issues before going live. The ideal candidate will have at least 5 years of hands-on experience 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. Candidates with exceptional implementation consulting skills and experience in Capital Markets or other Financial IT projects will also be considered.

Why this job is important to us

The team you will join is part of Charles River Development (CRD), now part of State Street since 2018. CRD develops enterprise investment management software for large institutions in areas such as institutional investment, wealth management, and hedge funds. We launched State Street Alpha, the first open front-to-back platform, in 2019. Join us if you are excited about delivering next-generation infrastructure using emerging technologies like AI and Blockchain.

What You Will Be Responsible For

1. Leading or contributing to CRIMS implementations, analyzing requirements, and ensuring solutions meet customer needs.
2. Supporting other Professional Services team members and sharing best practices.
3. Analyzing customer requirements, responding to sales opportunities, and executing proof-of-concept projects.
4. Educating customers on CRIMS functionalities and advising on best practices.
5. Monitoring customer requirements for potential enhancements and communicating product improvements.
6. Supporting software quality by communicating defects and validating fixes.

What We Value

Experience managing and leading the implementation of Front, Middle, or Back Office Investment Management systems. Minimum of 5 years in implementing mission-critical financial solutions, with experience in post-trade workflows, middle-office workflows, and investment management software. Proficiency in SQL, understanding of technical architectures, and strong customer service skills are essential. Ability to work within a team, manage multiple projects, and demonstrate problem-solving skills are also required.

Education & Preferred Qualifications

• Four-year degree in Finance, Mathematical Finance, Economics, Engineering, or Computer Science; advanced degrees or CFA certification are a plus.
• 5+ years of relevant experience.

Additional Requirements

Willingness to travel 30-50% across the US and Canada and work remotely when necessary.

About State Street

State Street is a leading custodian bank, asset manager, and provider of financial services, with a history spanning over two centuries. We offer investment servicing, data & analytics, research & trading, and investment management to institutional clients. We prioritize creating a great work environment, offering comprehensive benefits, development programs, and promoting diversity and inclusion.

Salary Range

$110,000 - $170,000 annually, depending on location and experience.

Job Application Disclosure

Legal notices regarding employment practices and contact information for reporting concerns.