Charles River Development ยท 1 week ago
Product Support Specialist - Front-Office Trading - Equites - Charles River Development
Berwyn, PA
Full-time
Hybrid
Senior Level
$100K/yr - $168K/yr
5+ years expCharles River Development is a part of State Street, providing enterprise investment management software solutions for large institutions. The Product Support Specialist will support customers post go-live of the Charles River Investment Management Solution, ensuring their needs are met through application support, training, and issue resolution.
ComputerSaaSSoftwareWealth Management
Responsibilities
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 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
Qualification
Required
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
Strong industry knowledge across multiple asset classes
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
Work 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
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, equites 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 strong record of customer service
Must understand customer needs and build effective relationships
Ability to convey plans, issues and concerns to clients and team members in a clear, logical and concise manner
Ability to influence key decision makers both internally and externally
Must be customer driven, work within a team environment, and be focused on providing a high quality of service to the customer
Strong time management skills including the ability to manage multiple projects in parallel
Strong problem solving/analytical skills
The ability to travel to client sites throughout the United States and Canada
The ability to work effectively when remote from clients
Travel of 30-50% is typical but may exceed that at any given year
Preferred
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
3 to 5+ years of experience
Benefits
Retirement savings plan (401K) with company match
Insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
Paid-time off including vacation, sick leave, short term disability, and family care responsibilities
Access to our Employee Assistance Program
Incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
Eligibility for certain tax advantaged savings plans
Company
Charles River Development
Charles River Development is an investment management solution provider company.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-07-20Acquired
Leadership Team
Matt Daly
President, Head of Charles River
Recent News
2025-09-24
2025-09-23
Company data provided by crunchbase