Charles River Development
Financial Services
Front-OfficeTradingSpecialist-AVP
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“Front-Office Trading Specialist - AVP at Charles River Development. Skills: Front-Office Trading Specialist, Charles River Investment Management Solution (CRIMS) implementation, Customer support, Investment Management systems. Supports customers post go-live of the Charles River Investment Management Solution (CRIMS) implementation. Defining new client requirements”
Industry & Context.
Troubleshoot application issues; Determine the optimal configuration; Analyze and evaluate requirements issues; Problem solving/analytical skills
Travel as required by the Customer, Ability to travel to client sites throughout the United States and Canada, Ability to work effectively when remote from clients, Travel of 30-50% is typical but may exceed that at any given year
What They're Looking For.
Must Have
3 to 5 years of hands-on experience gained in the financial industry working for a consultancy or software vendor, Minimum of 5 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, 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
Experience leading the implementation or support of Front, Middle or Back Office Investment Management systems, An advanced degree or industry certification such as the CFA is a plus, Travel as required by the Customer
What You'll Do.
Supports customers post go-live of the Charles River Investment Management Solution (CRIMS) implementation
Defining new client requirements
Configuring and tuning 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
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
Responsible for maintaining a client issues list and status reporting
Train users on existing workflows
Gather requirements for new asset classes
security types and/or business line
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
Liaise with Charles River Technical Support and Product resources; Establishing relationship 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; Convey plans, issues and concerns to clients and team members
Communication Scope
Convey plans, issues and concerns to clients and team members in a clear, logical and concise manner
Process & Methodology
Ability to manage multiple projects in parallel
Full Job Description
**What we are looking for** Front-Office Trading Specialist 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 3 to 5 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** * Front-Office Specialist 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 relationship 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 comm
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