Job Description
We are seeking a seasoned consultant to join our team. The successful candidate will need to become a product expert in a short amount of time and remain up-to-date with product and industry changes.
The role is critical to the success of our team, which is part of Charles River Development (CRD), now a part of State Street. CRD helps create enterprise investment management software solutions for large institutions in institutional investment, wealth management, and hedge funds. We have created the first open front-to-back platform - State Street Alpha, launched in 2019.
This is a challenging role that involves delivering next-generation infrastructure using emerging technologies like AI and Blockchain.
-----------------------------------
Key Responsibilities
* Analysing and evaluating client requirements while providing product expertise and guidance throughout the project.
* Ensuring the solution meets the client's business needs, training clients, testing workflows, resolving issues, and preparing the client to assume ownership and operate the solution after go-live.
* Documenting client requirements and workflows and successfully transitioning the client to Technical Support and Relationship Management in preparation for go live.
* Monitoring and evaluating client requirements to identify potential enhancements to Charles River solutions and services.
* Providing weekly, detailed project status to senior management at Charles River and within the client, highlighting issues, risks, and scope changes.
* Contributing to software quality by clearly communicating defects to Technical Support and Product Management.
* Supporting the defect resolution process by providing clear descriptions of defects and validating resulting fixes.
* Aiding other members of the Professional Services team and proactively developing and sharing best practices.
-----------------------------------
Required Skills and Qualifications
* Proficiency in Investment Solutions or Technology.
* Experience supporting or implementing front, middle office investment management solutions within a bank, hedge fund, asset manager, or wealth management firm.
* Basic understanding of investment management or wealth management workflows, including portfolio management, trading, Compliance, IBOR, PMA, Risk, and Scenario Analysis.
* Basic knowledge of equity, fixed income, and FX instruments front and middle office workflows.
* Basic command of SQL and understanding of relational databases.
* Familiarity with FIX or similar protocols and Crystal Reports or similar reporting packages.
-----------------------------------
Additional Requirements
* The ability to travel to client sites throughout Asia Pacific and work effectively when remote from clients.
* A bachelor's degree from a leading university or college in Finance, Business/Mathematical Finance, Economics, or Computer Science.
* Advanced degree or industry certification such as the CFA is a strong plus.
* 2-3+ years of consulting experience in the Financial/Financial Software Services industry.