Front-Office Software Trading Support Engineer Specialist - AVP - Charles River Development

State Street•Boston, MA

1d•Hybrid

About The Position

This role is for a Dedicated Client Product Support Specialist who supports the post go-live of the Charles River Investment Management Solution (CRIMS) implementation. Responsibilities include defining client requirements, configuring and tuning the application to meet client's business and technical needs, training users, testing workflows, and resolving issues. The team is part of Charles River Development (CRD), which became part of State Street in 2018. CRD provides enterprise investment management software solutions for institutional investment, wealth management, and hedge funds. Together, they have created the State Street Alpha platform. The role involves supporting clients with their use of the system, providing consultative guidance, analyzing and evaluating requirements, offering product expertise, and assisting with basic project management for services and small projects. The specialist will educate customers on CRIMS methodologies and functionality, advise on best practices, monitor customer requirements for potential enhancements, document and communicate product improvements, and contribute to software quality by communicating defects and validating fixes. They will also identify and suggest corrections for errors in documentation and provide informal customer-specific training.

Requirements

Front-Office Trading / Buy-Side experience is mandatory.
At least 3 years of hands-on experience gained in the financial industry working for a consultancy or software vendor.
Experience leading the implementation or support of Front, Middle or Back Office Investment Management systems is highly valued.
Minimum of 3 years of experience with the implementation and/or support of mission-critical financial solutions.
Experience in the implementation and/or support of a financial system within a bank, hedge fund or asset manager, or wealth management firm is especially valuable.
Hands-on experience implementing or supporting investment management software, preferably an order management and compliance system is especially valuable.
Substantive in one or more of the following: fixed income, equity financial instruments.
Understanding of investment management or wealth management workflows, derivatives and FX instruments.
Technically savvy: understanding of multi-tier technical architectures and relational database structures, familiarity with SQL, FIX and reporting tools.
A strong record of customer service.
Must understand customer needs and build effective relationships.
Must be able to convey plans, issues and concerns to clients and team members in a clear, logical and concise manner.
Must be able to influence key decision makers both internally and externally.
Must be customer driven.
Ability to work within a team environment.
Focused on providing a high quality of service to the customer.
Strong time management skills including the ability to manage multiple projects in parallel.
Strong problem solving/analytical skills.
Four (4) year degree in a business or technical field such as Finance, Mathematical Finance, Economics, Engineering, or Computer Science.
The ability to travel to client sites throughout the United States and Canada as well as the ability to work effectively when remote from clients.

Nice To Haves

An advanced degree or industry certification such as the CFA is a strong plus.

Responsibilities

Supports post go-live of the Charles River Investment Management Solution (CRIMS) implementation.
Defines client requirements, configures, and tunes the application to the client’s business and technical needs.
Trains users and tests workflows.
Resolves issues reported by the Customer to Charles River.
Provides consultative guidance with respect to the Customer’s use of the System based on information provided by the Customer regarding its requirements and existing workflows.
Analyzes and evaluates requirements while providing product expertise and guidance throughout the post-go-live journey.
Provides basic Project Management assistance for services management and small projects.
Educates customers on the methodologies and functionality provided by CRIMS.
Advises on best practices regarding the implementation and operation of Charles River solutions and services.
Monitors and evaluates customer requirements to identify potential enhancements to Charles River solutions and services.
Documents and communicates product improvements as part of customer-specific requirements or in response to trends in the marketplace.
Contributes to software quality by clearly communicating defects to Client Support and Product Management.
Supports the defect resolution process by providing clear descriptions of defects and validating the resulting fixes.
Identifies errors and mistakes in documentation and suggests corrections and improvements.
Provides informal customer-specific training to Customers end users.

Benefits

competitive and comprehensive benefits packages
generous medical care
insurance
savings plans
flexible Work Program
wealth of development programs
educational support
retirement savings plan (401K) with company match
insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
paid-time off including vacation, sick leave, short term disability, and family care responsibilities
access to our Employee Assistance Program
incentive compensation including eligibility for annual performance-based awards
eligibility for certain tax advantaged savings plans
paid volunteer days
matching gift program
access to employee networks