This job listing has expired and the position may no longer be open for hire.

Senior Consultant - Software Implementation, Derivatives - Charles River Development at State Street in Sacramento, California

Posted in General Business 30+ days ago.

Type: Full-Time

Job Description:

This role can be based throughout the United States.

What we are looking for

Senior Consultants lead the implementation of the Charles River Investment Management Solution (CRIMS). Their contributions include analyzing and documenting client requirements, configuring and tuning the application to the client’s business and technical needs, training users, testing workflows and resolving issues before taking the client “live”. The ideal candidate will have at least 5 years of hands-on experience gained in the financial industry working for a consultancy or software vendor. Experience leading the implementation of Front, Middle or Back Office Investment Management systems is highly valued. However, candidates with exceptional implementation consulting skills who have successfully contributed to Capital Markets or other Financial IT projects will definitely be considered.

Why this job is important to us

The team you will be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD creates 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. Join us if delivering next generation infrastructure, using emerging technologies like AI and Blockchain sounds like a challenge you are up for.

All CRD consultants are expected to be well versed in implementing most aspects of the system.  Some consultants specialize in specific areas and are brought in to ongoing projects to implement their area of expertise.  The successful candidate for this role is expected to have specific knowledge of Over the Counter (OTC) derivatives and their analytics and to develop expertise in the CRIMS offerings over these instruments.  This knowledge will be leveraged by evaluating and implementing client portfolio management, trading, and analytics needs for such instruments, evaluating the market data requirements, and configuring CRIMS to meet these needs.

What you will be responsible for

• Lead or directly contribute to CRIMS implementations. Analyze and evaluate requirements while providing product expertise and guidance throughout the implementation project. Ensure the solutions developed by Charles River meet the customer’s business needs and that the customer is prepared to assume ownership and operate the solution after go-live.
• Provide assistance to other members of the Professional Services team and pro-actively develop and share best practices.
• Analyze and evaluate customer requirements in order to help Charles River respond to sales opportunities. Prepare and deliver sales presentations. Execute proof-of-concept projects to demonstrate the potential of CRIMS to satisfy the specific needs of potential customers.
• 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 implementation projects 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.

What we value

•  Senior Consultants are expected to have experience managing projects and leading the implementation of Front, Middle or Back Office Investment Management systems.
• Minimum of 5 years of experience with the implementation of mission-critical financial solutions. Experience in the implementation of a financial system within a bank, hedge fund or asset manager, or wealth management firm is especially valuable.
• Hands-on experience implementing investment management software, preferably an order management and compliance system is especially valuable.

• Firsthand experience with OTC Derivative portfolio management, analytics, and trading
• Understanding of multi-tier technical architectures and relational database structures. Familiarity with SQL, FIX and SSRS reporting is a plus.
• A strong record of customer service.  Senior Consultants must understand customer needs and build effective relationships. The candidate must be able to convey plans, issues and concerns to clients and team members in a clear, logical and concise manner. They will need to also 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.

Education & Preferred Qualifications

•    Four (4) year degree in a business or technical field such as Finance, Mathematical Finance, Economics, Engineering, or Computer Science. An advanced degree or industry certification such as the CFA is a strong plus.

•    5+ years of experience

Additional Requirements

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.  Travel of 30-50% is typical but may exceed that at any given year.

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world.  From technology to product innovation we're making our mark on the financial services industry.  For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people.  We provide investment servicing, data & analytics, investments research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment.  Our benefits packages are competitive and comprehensive.  Details vary by location, but you may expect generous medical care, insurance and savings plans among other perks.  You'll have access to 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 truly believe our employees' diverse backgrounds, experience and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients.  We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality.  Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader.  You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Company: Charles River Development

Discover more at 

In compliance with the U.S. federal government Executive Order 14042, State Street requires vaccination against COVID-19 as a condition of employment in the United States. If you accept this position, you will be required to substantiate that you are vaccinated, or that you are legally entitled to a religious or medical exemption.



More jobs in Sacramento, California

7 minutes ago

9 minutes ago

11 minutes ago

More jobs in General Business

General Business
2 minutes ago

General Business
5 minutes ago

General Business
6 minutes ago

Hilton Global