Who We Are Looking For
Charles River is looking to expand its established Implementation Services Team. The Consultant will be responsible for all aspects of implementation for the Charles River IMS, serving as a product expert, keeping up to date with product enhancements and industry changes, and managing competing demands from assigned clients in both administrative and hands‑on capacities.
The ideal candidate will have a mixture of asset‑management/business knowledge, business analysis, project experience, relationship management, and implementation experience. They will be comfortable running a large and complex implementation project, dealing with all associated issues, either individually or as part of a larger team.
Why this role is important to us
The team you will join is part of Charles River Development (CRD), which became part of State Street in 2018. CRD creates enterprise investment‑management software solutions for large institutions in institutional investment, wealth management, and hedge funds. State Street Alpha, launched in 2019, is a first open front‑to‑back platform.
Join us if delivering next generation infrastructure using emerging technologies such as AI and Blockchain sounds like a challenge you are up for.
What You Will Be Responsible For
* Lead or co‑manage implementation projects for CRD.
* Act as a single point of contact for a client.
* Demonstrate superior client‑facing and communication skills, able to engage senior‑level stakeholders and clients.
* Provide ongoing communication and evaluation of project status.
* Interpret workflow analysis documents and convert them into specifications for CR IMS configuration.
* Provide guidance to customers on best‑practice implementations and efficient workflow configuration.
* Undertake daily execution of project‑plan steps.
* Ensure that a client’s needs are understood and documented.
* Provide proactive leadership in a client’s utilization of CRD products and services.
* Facilitate conference calls and meetings with other consultants and product experts.
* Communicate pertinent information on upgrades and major releases.
* Manage training and consulting resource requests.
* Monitor and assist with the issue‑escalation process.
* Respond to additional product requests.
* Coordinate work undertaken by CRD’s representatives in other locations.
* Maintain awareness of industry changes and trends.
What We Value
* Experience managing large projects or multiple smaller projects.
* Extensive front‑office experience (order management, dealing with fund managers/traders).
* Application experience with Charles River Trading System, Compliance Master, or equivalent.
* Excellent market‑instrument knowledge—fixed‑income/derivatives, etc.
* Some technical knowledge, ideally SQL.
* Experience conducting full life‑cycle implementations.
* Experience dealing with users or clients from technical or business areas.
* Comfortable making presentations covering business, technical or sales topics.
* Third‑level qualification—ideally a technical bachelor’s degree.
* Travel required – may exceed 50 % per calendar year.
* Flexibility with schedule and ability to work beyond regular business hours.
Education & Preferred Qualifications
* Bachelor’s degree in Finance, Business/Mathematical Finance, Economics, or Computer Science from a leading university or college.
* Advanced degree or industry certification such as the CFA is a strong plus.
* Minimum of 8–10 years of progressively responsible experience in the financial/software services industry, preferably with a background in financial market information systems.
Equal Opportunity Employer
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.
#J-18808-Ljbffr