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Principal consultant (performance and risk) vp

Sydney
CFA Institute
Posted: 21 May
Offer description

Who we are looking for

Charles River is expanding its Implementation Services Team. The Principal Consultant will manage all aspects of implementation for the Charles River IMS, quickly becoming a product expert and staying current with product and industry changes. The candidate will balance competing client demands while performing administrative and hands‐on duties.

The ideal candidate combines asset‐management/business knowledge, business analysis, project experience, relationship management, and implementation experience. They will be comfortable running large, complex implementation projects, managing issues individually or as part of a team.

Why this role is important to us

The team is part of Charles River Development (CRD), joined by State Street in 2018. CRD creates enterprise investment‐management software for institutional investors in institutional investment, wealth management, and hedge funds. Together we delivered State Street Alpha, an open front‐to‐back platform launched in 2019. This role helps deliver next‐generation infrastructure using emerging technologies such as AI and blockchain.

What you will be responsible for

* Lead or contribute to CRIMS Risk implementations for clients.
* Analyze customer requirements and deliver tailored solutions.
* Conduct presentations and execute proof‐of‐concept projects.
* Educate customers on CRIMS methodologies and advise on best practices.
* Monitor requirements for enhancements and communicate product improvements.
* Contribute to software quality by reporting defects and validating fixes.
* Assist the Professional Services team and share best practices.
* Risk Analytics Background:
o Capture risk requirements for new risk implementations by interacting with Portfolio Managers, Investment, and Risk teams.
o Document end‐to‐end Alpha solution design addressing risk workflows.
* Working knowledge of:
o Multi‐asset class support for single security.
o Analytics for equity, fixed income, derivatives, and commodities.
o Risk factor models (MSCI, Northfield, Axioma).
o Factor attribution and econometric scenario analysis and stress testing.
o VaR/Tail Risk, Ex‐Post Risk.
o Portfolio Optimization, Liquidity Risk, Regulatory Risk, Regime and Trend Analysis.
o Risk compliance monitoring and operational controls design.

Skills & Experience

* Proven experience implementing mission‐critical risk solutions.
* Hands‐on experience with investment‐management software.
* Knowledge of SQL, FIX protocol, and Crystal Reports.
* Strong customer service, time management, and problem‐solving skills.
* Experience with risk analytics job scheduling and troubleshooting.
* Ability to work with cross‐functional teams on risk and attribution projects.
* Expertise in risk analytics, scenario analysis, portfolio optimization, and regulatory risk reporting.

Preferred Qualifications

* FRM and/or CFA certification.
* Experience supporting risk analytics and attribution solutions for global clients.
* Familiarity with liquidity risk, regulatory risk, and risk compliance monitoring.

Education & Preferred Qualifications

* Bachelor's Degree in Finance, Business/Mathematical Finance, Economics, or Computer Science.
* An advanced degree or industry certification such as CFA/FRM is a strong plus.
* Minimum of 8‐10 years of progressively responsible experience in the financial/software services industry (financial market information systems background preferred).

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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