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

State Street•Toronto, ON

3d•CA$91,000 - CA$140,500•Hybrid

About The Position

This role is for a Dedicated Client Product Support Specialist who supports the post-go-live phase of the Charles River Investment Management Solution (CRIMS) implementation. Responsibilities include defining client requirements, configuring and tuning the application to meet client needs, training users, testing workflows, and resolving issues. The position requires a minimum of 3 years of hands-on experience in the financial industry, preferably with a consultancy or software vendor. Experience leading the implementation or support of Front, Middle, or Back Office Investment Management systems is highly valued. The team is part of Charles River Development (CRD), acquired by State Street in 2018, which provides enterprise investment management software solutions for institutional investment, wealth management, and hedge funds. They have developed the State Street Alpha platform, an open front-to-back solution launched in 2019.

Requirements

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, have the ability to work within a team environment, and be 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.
3+ years of experience

Nice To Haves

Experience leading the implementation or support of Front, Middle or Back Office Investment Management systems is highly valued.
An advanced degree or industry certification such as the CFA is a strong plus.

Responsibilities

Assist and provide general coordination and management of support issues reported by the Customer to Charles River, based on general familiarity with the Customer's implementation of the system(s).
Provide consultative guidance regarding the Customer’s use of the System based on information provided by the Customer regarding its requirements and existing workflows.
Analyze and evaluate requirements while providing product expertise and guidance throughout the post-go-live journey.
Provide basic Project Management assistance for services management and small projects.
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 requirements 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.
Provide informal customer-specific training to Customers end users.