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Implementation Consultant Officer - Investment Software Implementation - Charles River Development - Remote Eligible

Analyze client requirements and configure the Charles River Investment Management Solution for optimal performance.
New YorkBoston
Mid-Level
1 week ago
State Street

State Street

State Street provides investment servicing, investment management, investment research and trading services to institutional investors worldwide.

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✨ About The Role

- The Implementation Consultant Officer will serve as a subject-matter expert in the implementation and upgrade of the Charles River Investment Management Solution (CRIMS). - Responsibilities include analyzing client requirements, configuring the solution to meet business needs, and training clients on the software. - The role involves monitoring and evaluating client requirements to identify potential enhancements to Charles River solutions. - The consultant will document and communicate product improvements based on client-specific implementation projects and market trends. - Travel to client sites throughout the United States and Canada is expected, with typical travel ranging from 30% to 50%.

âš¡ Requirements

- The ideal candidate will have experience supporting or implementing investment management solutions within financial institutions such as banks, hedge funds, or asset management firms. - A basic understanding of fixed income or equity financial instruments is essential, along with familiarity with derivatives and FX instruments. - Strong client service skills are necessary, as the role involves building effective relationships with clients and understanding their needs. - The candidate should possess strong verbal and written communication skills to convey plans, issues, and risks clearly to clients and team members. - Problem-solving skills and the ability to analyze complex issues are crucial for success in this role.
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Implementation Consultant Officer - Investment Software Implementation - Charles River Development - Remote Eligible
New YorkBoston
Software
About State Street
State Street provides investment servicing, investment management, investment research and trading services to institutional investors worldwide.