Post Implementation Support - Investment Trading / Charles River Development

Charles River Systems-posted 9 months ago
$110,000 - $170,000/Yr
Full-time • Mid Level
Sacramento, CA
Professional, Scientific, and Technical Services
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The Post Production Support Specialist (PPSS) supports customers post go-live of the Charles River Investment Management Solution (CRIMS) implementation. Their contributions include defining new client requirements, configuring and tuning the application to the client's business and technical needs, training users, testing workflows and resolving issues. The Specialist will liaise with Charles River Technical Support and Product resources to troubleshoot application issues and to determine the optimal configuration. The ideal candidate will have at least 3 to 5 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.

  • Analyze and evaluate requirements issues while providing product expertise and guidance throughout the post go-live journey.
  • 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.
  • 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.
  • Responsible for maintaining a client issues list and status reporting.
  • Train users on existing workflows.
  • Gather requirements for new asset classes, security types and/or business line.
  • Document requirements.
  • Work with Professional Services team to assign dedicated resources to accomplish deliverables.
  • 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.
  • Minimum of 5 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.
  • Hands-on experience implementing or supporting investment management software, preferably an order management and compliance system.
  • Substantive knowledge 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.
  • Strong time management skills including the ability to manage multiple projects in parallel.
  • Strong problem solving/analytical skills.
  • An advanced degree or industry certification such as the CFA is a strong plus.
  • Generous medical care, insurance and savings plans.
  • Flexible Work Program.
  • Development programs and educational support.
  • Paid volunteer days.
  • Matching gift program.
  • Access to employee networks.
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