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Charles River Development · 1 day ago

Implementation Specialist - Front-Office Trading - Officer - Charles River Development

New York, NY

Full-time

Hybrid

Entry, Mid Level

$70K/yr - $119K/yr

2+ years exp

Charles River Development is a part of State Street, specializing in enterprise investment management software solutions. The Implementation Specialist will serve as a subject-matter expert in implementing and upgrading the Charles River Investment Management Solution, ensuring solutions meet client needs and providing guidance throughout the project.

ComputerSaaSSoftwareWealth Management

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 clients 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

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

Qualification

Charles River Investment ManagementInvestment management solutionsSQLOrder management solutionsCompliance solutionsFixed income instrumentsEquity financial instrumentsDerivativesFX instrumentsClient serviceAnalytical thinkingTeam playerCommunication skillsProblem solving skillsTime management skills

Required

Experience supporting or implementing investment management solutions within a bank, hedge fund, asset manager or wealth management firm

Experience with order management and compliance solutions is especially valuable

Basic knowledge of fixed income or equity financial instruments

Basic understanding of investment management or wealth management work flows

Basic understanding of derivatives and FX instruments is a plus

Basic command of SQL and understanding of relational databases

Familiarity with FIX or similar protocols is a plus

Familiarity with Crystal Reports or similar reporting packages is a plus

A strong appreciation for client service

Strong verbal and written communication skills including the ability to convey plans, issues and risks to clients and team members in a clear and concise manner

Strong problem solving skills

Strong time management skills including the ability to manage multiple projects in parallel

The ability to travel to client sites throughout the United States and Canada as well as the ability to work effectively when remote from clients

Four (4) year degree in a business or technical field such as Finance, Mathematical Finance, Economics, Engineering, or Computer Science

2-3+ years experience