Senior Consultant – IBOR – Investment Software Development – Charles River Development

Work locations:
Clifton, NJ;
Princeton, NJ;
Burlington, MA;
Boston, MA;
Stamford, CT;
Berwyn, PA.

Senior Consultants lead the implementation of the Charles River Investment Management Solution (CRIMS). Their contributions include defining client requirements, configuring and tuning the application to the client’s business and technical needs, training users, testing workflows and resolving issues before taking the client “live”. The ideal candidate will have at least 5 years of hands‑on experience gained in the financial industry working for a consultancy or software vendor.

Experience leading the implementation of Front Office or Middle Office Investment Management systems is highly valued. However, candidates with exceptional implementation consulting skills who have successfully contributed to Capital Markets or other Financial IT projects will be considered.

The team you will be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created the first open front‑to‑back platform – State Street Alpha, that was launched in 2019.

Join us if delivering next generation infrastructure, using emerging technologies like AI and Blockchain sounds like a challenge you are up for.

• Lead or directly contribute to CRIMS implementations. Analyze and evaluate requirements while providing product expertise and guidance throughout the implementation project. Ensure the solutions developed by Charles River meet the customer’s business needs and that the customer is prepared to assume ownership and operate the solution after go‑live.
• Assist other members of the Professional Services team and proactively develop and share best practices.
• Analyze and evaluate customer requirements to help Charles River respond to sales opportunities. Prepare and deliver sales presentations. Execute proof‑of‑concept projects to demonstrate the potential of CRIMS to satisfy the specific needs of potential customers.
• Educate customers on the methodologies and functionality provided by CRIMS. Advise on best practices regarding the implementation and operation of Charles River solutions and services.
• Monitor and evaluate customer requirements to identify potential enhancements to Charles River solutions and services. Document and communicate product improvements as part of customer‑specific implementation projects or in response to trends in the marketplace.
• Contribute to software quality by clearly communicating defects to Client 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.

Senior Consultants are expected to have experience in managing and leading the implementation of Front, Middle or Back Office Investment Management systems.

• Minimum of 5 years of experience with the implementation of mission‑critical financial solutions. Experience in the implementation of a financial system within a bank, hedge fund or asset manager, or wealth management firm is especially valuable.

• Experience with middle‑office workflows, security life cycle events, corporate action processing, daily position reconciliation is a must.

• Experience implementing investment management software, preferably an order management and compliance system is desirable.

• Experience with post‑trade workflows, trade confirmation via matching platforms, such as, CTM, Trade Ne Xus , etc. would be a plus.

• Looking for candidates with Business Systems Analyst experience/skillset.

• Proficiency with SQL is a must.

• Understanding of multi‑tier technical architectures, messaging systems, and relational database structures is a plus.

• A strong record of customer service. Implementation Managers must understand customer needs and build effective relationships. The candidate must be able to…