Charles River Development
Investment Management
FrontOfficeSpecialist-ClientEnablement,AVP
Neural analysis suggests this role is
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“Front Office Specialist - Client Enablement, AVP at Charles River Development. Skills: Post Production Support, Client Enablement, Investment Management Systems, Financial Industry Experience. Support customers post go-live of the Charles River Investment Management Solution (CRIMS) implementation.. Define new client requirements.”
Industry & Context.
Troubleshoot application issues; Resolve issues; Problem solving/analytical skills.
Travel as required by the Customer
What They're Looking For.
Must Have
5-10 years of hands-on experience gained 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., Industry knowledge across multiple asset classes., 5-10 years' of experience with the implementation and/or support of mission-critical financial solutions., Experience in the implementation and/or support of a financial system within a bank, hedge fund or asset manager, or wealth management firm., Hands-on experience implementing or supporting investment management software, preferably an order management and compliance system., Substantive in one or more of the following: fixed income, equity financial instruments., Understanding of investment management or wealth management workflows, derivatives, and FX instruments., Technically savvy: understanding of multi-tier technical architectures and relational database structures, familiarity with SQL, FIX and reporting tools., A record of customer service., Must be customer driven, work within a team environment, and be focused on providing a high quality of service to the customer., time management skills including the ability to manage multiple projects in parallel., problem solving/analytical skills.
Nice to Have
An advanced degree or industry certification such as the CFA is a plus.
What You'll Do.
Support customers post go-live of the Charles River Investment Management Solution (CRIMS) implementation.
Define new client requirements.
Configure and tune the application to the client’s business and technical needs.
Liaise with Charles River Technical Support and Product resources to troubleshoot application issues and to determine the optimal configuration.
Navigate the CRD/Alpha eco-system and establish relationships with the various internal supporting teams.
Analyze and evaluate requirements issues while providing product expertise and guidance throughout the post go-live journey.
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.
Evaluate customer requirements to identify potential enhancements to Charles River solutions and services.
Document and communicate product improvements as part of customer-specific requirements or in response to trends in the marketplace.
Maintain a client issues list and status reporting.
Train users on existing workflows.
Gather requirements for new asset classes
security types and/or business lines.
Document requirements.
Works with Professional Services team to assign dedicated resources to accomplish deliverables.
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.
How You'll Work.
Team & Collaboration
Establish relationships with the various internal supporting teams.; Works with Professional Services team to assign dedicated resources to accomplish deliverables.; 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.; Convey plans, issues and concerns to clients and team members in a clear, logical and concise manner.; Influence key decision makers both internally and externally.; Work within a team environment.
Communication Scope
Convey plans, issues and concerns to clients and team members in a clear, logical and concise manner.; Influence key decision makers both internally and externally.
Process & Methodology
Ability to manage multiple projects in parallel.
Full Job Description
**What we are looking for** The Post Production Support Specialist (PPSS) supports customers post go-live of the Charles River Investment Management Solution (CRIMS) implementation. Their contributions include defining new client requirements, configuring and tuning the application to the client’s business and technical needs, training users, testing workflows and resolving issues. The Specialist will liaise with Charles River Technical Support and Product resources to troubleshoot application issues and to determine the optimal configuration. The ideal candidate will have at least 5-10 years of hands-on experience gained 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 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. **What you will be responsible for** * PPSS are expected to have strong industry knowledge across multiple asset classes. Additionally, PPSS team members are responsible for navigating the CRD/Alpha eco-system and establishing relationships with the various internal supporting teams. * Analyze and evaluate requirements issues while providing product expertise and guidance throughout the post go-live journey. * 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. * Evaluate customer requirements to identify potential enhancements to Charles River solutions and services. Document and communica
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