Charles River Development · 1 day ago
Sales Engineer - AVP / Charles River Development
Burlington, MA
Full-time
Onsite
Mid Level
3+ years expCharles River Development (CRD) is a leading provider of enterprise investment management software solutions. They are seeking a Sales Engineer to join their Sales Engineering team, focusing on the pre-sales effort to educate clients on their investment lifecycle and data management solutions through software demonstrations and presentations.
ComputerSaaSSoftwareWealth Management
Responsibilities
50% Preparation and detailed product presentation and demonstration to highly sophisticated investment professionals
20% Follow up with prospects to close out any unanswered questions or objections
10% Represent CRD at conferences and trade show exhibits
10% Coordinate or assist in general prospect visits or product test pilot projects
10% Assist with RFP or request for information (RFI) preparation
Qualification
Required
Experience of demonstrating software solutions within the buy-side investment management market is critical
Knowledge and experience of the following areas gained either through software solution vendors, buy-side investment managers, or consultancy: Investment Management workflow requirements across public markets including portfolio management and construction, risk, compliance, trading and middle office
Knowledge and experience of the challenges in investment management relating to point-solution proliferation, rationalization strategies onto single platforms, and the end-to-end investment lifecycle
Evaluation and set up of security master reference data, pricing, analytics, positions/holdings, corporate actions, index/benchmark data, fund/account information
Awareness of typical technical landscape within a modern enterprise SaaS Applications including MS Azure, Snowflake, SQL, ETL tools, and machine learning models
Knowledge of data vendors such as Bloomberg, Refinitv, MSCI, etc., other index and ESG data providers
Hands on experience with at least one of the following systems – Simcorp Dimension, Blackrock Aladdin, Bloomberg AIM, S&P ThinkFolio, NeoXam
Proven Written And Verbal Communication Skills Including Ability to provide succinct and accurate responses to questions within the Investment Management segment
Written responses to RFP and RFI questions
Presentations to investment management business users
Ad-Hoc written and verbal responses to questions raised by investment management business users
Proven problem-solving skills
Knowledge and awareness of the technology considerations relating to investment management platforms and their ecosystem in client architectures
Awareness of the competitor solutions currently being used within the Investment Management industry
Minimum of 3 years of experience working within a pre-sales or similar role
Prior industry experience with investment management, either with software platforms, service providers or in consultancy
Strong understanding of investment lifecycle management processes and requirements
Understanding of key topics and trends, including passive and ETFs, LDI strategies, derivatives overlay, multi-manager / OCIO, private credit and alternatives
Good understanding of financial investment products across asset classes and workflows
Excellent verbal and written communication skills, good interpersonal skills, ability to gather and understand requirements in the financial sector
Proven organizational skills with attention to detail
Strong analytical and problem-solving skills
Flexibility with schedule and ability to work beyond regular business hours and travel as required
Demonstrated planning and scheduling skills
Ability to work on multiple initiatives simultaneously and deal with the inevitable surprises that are part of a dynamic environment
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
Paid volunteer days
Flexible work-life support
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