Charles River Development
Front-Office Investment Trading Application Support / Fixed Income/Equities AVP
Charles River Development, Boston, Massachusetts, us, 02298
2 weeks ago Be among the first 25 applicants
What We Are Looking For 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.
Why this job 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 helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created the first open front‑to‑back platform – State Street Alpha – that was launched in 2019.
What You Will Be Responsible For
Have strong industry knowledge across multiple asset classes and navigate the CRD/Alpha ecosystem, establishing relationships with the various internal supporting teams.
Analyze and evaluate requirement issues while providing product expertise and guidance throughout the post go‑live journey.
Educate customers on the methodologies and functionality provided by CRIMS and advise on best practices for implementing and operating Charles River solutions and services.
Evaluate customer requirements to identify potential enhancements, document and communicate product improvements as part of customer‑specific requirements or in response to marketplace trends.
Maintain a client issues list and status reporting.
Train users on existing workflows.
Gather requirements for new asset classes, security types and/or business lines.
Document requirements.
Work with Professional Services to assign dedicated resources to accomplish deliverables.
Contribute to software quality by clearly communicating defects to Client Support and Product Management, supporting the defect resolution process, validating fixes, identifying documentation errors, and suggesting corrections.
What We Value
Strong industry knowledge across multiple asset classes and effective internal relationship building.
Minimum of 5 years’ experience with the implementation and/or support of mission‑critical financial solutions, especially within a bank, hedge fund, asset manager, or wealth management firm.
Hands‑on experience with investment management software, preferably an order management and compliance system.
Substantial experience in fixed income, equities, derivatives, and FX instruments with an understanding of investment/wealth‑management workflows.
Technical savvy – understanding multi‑tier architectures, relational database structures, SQL, FIX, and reporting tools.
A strong record of customer service and the ability to convey plans, issues, and concerns to clients and team members clearly and concisely.
Customer‑driven, team‑oriented focus on high‑quality service.
Strong time‑management and the ability to manage multiple projects in parallel.
Strong problem‑solving and analytical skills.
Education & Preferred Qualifications
Four (4) year degree in a business or technical field such as Finance, Mathematical Finance, Economics, Engineering, or Computer Science. Advanced degrees or industry certifications (e.g., CFA) are a plus.
3 to 5+ years of experience.
Travel as required by the Customer.
Additional Requirements The ability to travel to client sites throughout the United States and Canada, with typical travel of 30‑50%; at times exceeding that annually.
About State Street State Street is one of the largest custodian banks, asset managers and asset‑intelligence companies in the world. From technology to product innovation we are making our mark on the financial services industry. For over two centuries we have helped our clients safeguard and steward the investments of millions of people, providing investment servicing, data & analytics, research & trading, and investment management to institutional clients.
Benefits We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. You may expect generous medical care, insurance and savings plans among other perks. You’ll have access to a flexible Work Program to help match your needs, and our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity, and Social Responsibility We deeply value diverse backgrounds, experiences and perspectives. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity, and personality. We actively engage with our communities worldwide and support our employees through volunteer days, matching gift programs, and employee networks.
Equal Opportunity State Street is an equal‑opportunity and affirmative‑action employer.
Salary Range $100,000 – $160,000 Annual (primary location). Other locations may vary.
Job Application Disclosure It is unlawful in Massachusetts to require or administer a lie‑detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Job ID: R-777419
#J-18808-Ljbffr
What We Are Looking For 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.
Why this job 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 helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created the first open front‑to‑back platform – State Street Alpha – that was launched in 2019.
What You Will Be Responsible For
Have strong industry knowledge across multiple asset classes and navigate the CRD/Alpha ecosystem, establishing relationships with the various internal supporting teams.
Analyze and evaluate requirement issues while providing product expertise and guidance throughout the post go‑live journey.
Educate customers on the methodologies and functionality provided by CRIMS and advise on best practices for implementing and operating Charles River solutions and services.
Evaluate customer requirements to identify potential enhancements, document and communicate product improvements as part of customer‑specific requirements or in response to marketplace trends.
Maintain a client issues list and status reporting.
Train users on existing workflows.
Gather requirements for new asset classes, security types and/or business lines.
Document requirements.
Work with Professional Services to assign dedicated resources to accomplish deliverables.
Contribute to software quality by clearly communicating defects to Client Support and Product Management, supporting the defect resolution process, validating fixes, identifying documentation errors, and suggesting corrections.
What We Value
Strong industry knowledge across multiple asset classes and effective internal relationship building.
Minimum of 5 years’ experience with the implementation and/or support of mission‑critical financial solutions, especially within a bank, hedge fund, asset manager, or wealth management firm.
Hands‑on experience with investment management software, preferably an order management and compliance system.
Substantial experience in fixed income, equities, derivatives, and FX instruments with an understanding of investment/wealth‑management workflows.
Technical savvy – understanding multi‑tier architectures, relational database structures, SQL, FIX, and reporting tools.
A strong record of customer service and the ability to convey plans, issues, and concerns to clients and team members clearly and concisely.
Customer‑driven, team‑oriented focus on high‑quality service.
Strong time‑management and the ability to manage multiple projects in parallel.
Strong problem‑solving and analytical skills.
Education & Preferred Qualifications
Four (4) year degree in a business or technical field such as Finance, Mathematical Finance, Economics, Engineering, or Computer Science. Advanced degrees or industry certifications (e.g., CFA) are a plus.
3 to 5+ years of experience.
Travel as required by the Customer.
Additional Requirements The ability to travel to client sites throughout the United States and Canada, with typical travel of 30‑50%; at times exceeding that annually.
About State Street State Street is one of the largest custodian banks, asset managers and asset‑intelligence companies in the world. From technology to product innovation we are making our mark on the financial services industry. For over two centuries we have helped our clients safeguard and steward the investments of millions of people, providing investment servicing, data & analytics, research & trading, and investment management to institutional clients.
Benefits We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. You may expect generous medical care, insurance and savings plans among other perks. You’ll have access to a flexible Work Program to help match your needs, and our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity, and Social Responsibility We deeply value diverse backgrounds, experiences and perspectives. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity, and personality. We actively engage with our communities worldwide and support our employees through volunteer days, matching gift programs, and employee networks.
Equal Opportunity State Street is an equal‑opportunity and affirmative‑action employer.
Salary Range $100,000 – $160,000 Annual (primary location). Other locations may vary.
Job Application Disclosure It is unlawful in Massachusetts to require or administer a lie‑detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Job ID: R-777419
#J-18808-Ljbffr