Senior Consultant

3 days ago

Burlington, Massachusetts, United States State Street Bank Full time
About the Role

We are seeking a highly skilled Senior Consultant to lead the implementation of our Charles River Investment Management Solution (CRIMS). As a key member of our team, you will be responsible for defining client requirements, configuring and tuning the application to meet their business and technical needs.

Key Responsibilities
  • Lead or directly contribute to CRIMS implementations, analyzing and evaluating requirements while providing product expertise and guidance throughout the project.
  • 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, and execute proof-of-concept projects.
  • Educate customers on the methodologies and functionality provided by CRIMS, advising on best practices regarding implementation and operation.
  • Monitor and evaluate customer requirements to identify potential enhancements to Charles River solutions and services, documenting and communicating product improvements.
Requirements
  • Minimum of 5 years of experience with the implementation of mission-critical financial solutions, preferably in the financial industry.
  • Hands-on experience with post-trade workflows, trade confirmation via matching platforms, and middle-office workflows.
  • Experience implementing investment management software, preferably an order management and compliance system.
  • Proficiency with SQL and understanding of multi-tier technical architectures, messaging systems, and relational database structures.
  • Strong record of customer service, with the ability to convey plans, issues, and concerns to clients and team members in a clear, logical, and concise manner.
About State Street

State Street is one of the largest custodian banks, asset managers, and asset intelligence companies in the world. We provide investment servicing, data and analytics, investments research and trading, and investment management to institutional clients.

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