Sales Engineer - AVP / Charles River Development

State Street•Burlington, MA

31d

About The Position

With over half of the world's top 100 money managers as customers and over $25 trillion in assets on the Charles River IMS, Charles River Development (CRD) has a great reputation across customers in the investment management industry. The company's SaaS-based, leading edge technology platform has evolved in recent years to include a complete front-to-back offering and a cloud-native strategic data management solution, Alpha Data Platform (ADP). Following the continued growth of Charles River’s business within the State Street Alpha™ brand, CRD is seeking a Sales Engineer to join the Sales Engineering team within EMEA sales, supporting sales of investment lifecycle and data management capabilities to its clients. The Sales Engineers lead the pre-sales effort to educate prospects and existing clients in the use, features, and benefits of the solution. A core component is software demonstration and enthusiastic product presentation. Additionally, they work closely with the outside sales representatives to ensure all product, workflow, and best practice questions and objections are thoroughly addressed. This is an especially exciting time to join Charles River following its acquisition by State Street and the extensive growth opportunities this presents. Why this role is important to us: The team you will be joining is a part of Charles River Development (CRD), that became a part of State Street in 2018. CRD delivers enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management, asset owners and alternative managers. Together we have created the first open front-to-back platform - State Street Alpha™ , that was launched in 2019 and combines Charles River software and State Street service capabilities and expertise, working with some of the world’s largest and most sophisticated investment managers. The Charles River IMS provides differentiated, market leading capabilities to buy-side firms, characterized by an open and flexible approach to workflow management along market-standard principles and strong capabilities in data management and integration, including with other leading firms who provide analytics and data. Join us if selling next generation investment software solutions using emerging technologies and redefining the buy-side industry sounds like an opportunity that excites you.

Requirements

Experience of demonstrating software solutions within the buy-side investment management market is critical.
Knowledge and experience of the following areas gained either through software solution vendors, buy-side investment managers, or consultancy:
Investment Management workflow requirements across public markets including portfolio management and construction, risk, compliance, trading and middle office.
Knowledge and experience of the challenges in investment management relating to point-solution proliferation, rationalization strategies onto single platforms, and the end-to-end investment lifecycle.
Evaluation and set up of security master reference data, pricing, analytics, positions/holdings, corporate actions, index/benchmark data, fund/account information.
Awareness of typical technical landscape within a modern enterprise SaaS Applications including MS Azure, Snowflake, SQL, ETL tools, and machine learning models.
Knowledge of data vendors such as Bloomberg, Refinitv, MSCI, etc., other index and ESG data providers.
Hands on experience with at least one of the following systems – Simcorp Dimension, Blackrock Aladdin, Bloomberg AIM, S&P ThinkFolio, NeoXam
Proven written and verbal communication skills including:
Ability to provide succinct and accurate responses to questions within the Investment Management segment.
Written responses to RFP and RFI questions.
Presentations to investment management business users
Ad-Hoc written and verbal responses to questions raised by investment management business users.
Proven problem-solving skills.
Knowledge and awareness of the technology considerations relating to investment management platforms and their ecosystem in client architectures.
Awareness of the competitor solutions currently being used within the Investment Management industry.
Minimum of 3 years of experience working within a pre-sales or similar role
Prior industry experience with investment management, either with software platforms, service providers or in consultancy
Strong understanding of investment lifecycle management processes and requirements
Understanding of key topics and trends, including passive and ETFs, LDI strategies, derivatives overlay, multi-manager / OCIO, private credit and alternatives
Good understanding of financial investment products across asset classes and workflows
Excellent verbal and written communication skills, good interpersonal skills, ability to gather and understand requirements in the financial sector
Proven organizational skills with attention to detail
Strong analytical and problem-solving skills
Flexibility with schedule and ability to work beyond regular business hours and travel as required
Demonstrated planning and scheduling skills
Ability to work on multiple initiatives simultaneously and deal with the inevitable surprises that are part of a dynamic environment

Responsibilities

50% Preparation and detailed product presentation and demonstration to highly sophisticated investment professionals
20% Follow up with prospects to close out any unanswered questions or objections
10% Represent CRD at conferences and trade show exhibits
10% Coordinate or assist in general prospect visits or product test pilot projects
10% Assist with RFP or request for information (RFI) preparation

Benefits

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our 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 (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

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