Principal Consultant - Fixed Income Specialist, VP

Who we are looking for

Charles River are looking to expand their established Implementation Services Team. The Principal Consultant is responsible for all aspects of implementation for the Charles River IMS.  They will need to become a product expert in a short amount of time and remain up-to-date as product and industry changes require. A Consultant needs to manage the competing demands of the clients to whom the he or she is assigned, operating administratively as well as hands-on.

The ideal candidate will have a mixture of asset management/business knowledge, business analysis, project experience, relationship management and implementation experience. They will be comfortable running a large and complex implementation project, dealing with all the associated issues, either individually or as part of a larger team. We are looking for a candidate who has worked extensively with Fixed Income products, complex financial instruments and a variety of OTCs.

Why this role 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 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 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 sounds like a challenge you are up for.

What you will be responsible for

As Principal Consultant - Implementation Services you will be responsible for:

• Lead or Co-manage implementation projects for CRD

• Providing a single point of contact for a client

• Have superior client facing skills and communication skills with the ability to deal with senior level stakeholders/Clients.

• Providing on-going communication and evaluation of project status

• Interpreting workflow analysis documents and the conversion of these documents into specifications for CR IMS configuration

• Providing guidance to customers around best practice implementations and efficient workflow configuration

• Undertaking the daily execution of the project plan steps

• Ensuring that a client’s needs are understood and documented

• Providing proactive leadership in a client’s utilization of CRD products and services

• Facilitating conference calls & meetings with other consultants product experts

• Communicating pertinent information on upgrades and major releases

• Managing training and consulting resource requests

• Monitoring and assisting with the issue escalation process

• Responding to additional product requests

• Managing the co-ordination of work undertaken by CRD’s representatives in other locations

• Maintain a general awareness of industry changes/trends

What we value

• These skills will help you succeed in this role:

• Experience of managing large projects or multiple smaller projects.

• Extensive Front Office experience (order management, dealing with Fund Managers/Traders)

• Applications experience with Charles River Trading System/Compliance Master or Equivalent (competitor)

• Excellent market instrument knowledge - Fixed Income/derivatives etc.

• Some technical knowledge, ideally SQL.

• Experience of doing a full life cycle implementation is essential

• Experience dealing with users or clients from either a technical or business area

• Comfortable making presentations covering business, technical or sales

• Third level qualification ideally a Technical Bachelors Degree.

• Travel will be required – may be >20% per calendar year

• Flexibility with schedule and ability to work beyond regular business hours

Education & Preferred Qualifications

• Bachelor’s Degree from a leading university or college in Finance, Business/Mathematical Finance, Economics or Computer Science

• An advanced degree or industry certification such as the CFA is a strong plus.

• A minimum of 10 years of progressively responsible experience in the Financial / Software Services industry (Financial market information systems background preferred)