Alpha Data Platform

Who we are looking for:

With over half of the world's top 100 money managers as customers and over $25 trillion in assets on the CR IMS, Charles River 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 cloud-native strategic data management solution, Alpha Data Platform (ADP).

Following rapid adoption of Alpha Data Platform, by new and existing Charles River and State Street customers, CRD is seeking a specialist Data Management Sales Engineer to join the Sales Engineering team within EMEA sales, supporting ADP sales as a strategic initiative.

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 data platform opportunities this presents.

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, 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.

A strategically important offering, the Alpha Data Platform provides differentiated, market leading capabilities, combining enterprise data management, data warehousing, artificial intelligence, analytics and reporting. In addition, a range of data services can be leveraged by our clients to streamline and scale their data operations.

Join us if selling next generation data software solutions using emerging technologies and redefining the investment data management industry sounds like an opportunity that excites you.

What you will be responsible for:

As an ADP Sales Engineer you will be involved in a variety of activities, typically as follows:

• 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

Required Skills and Experience:

Experience of demonstrating software solutions within the Enterprise Data Management and Data Warehouse segments.

Knowledge and experience of the following areas gained either through software solution vendors, buy-side investment managers, or consultancy:

• Investment Management data requirements across public and private markets including security master reference data, pricing, analytics, positions/holdings, corporate actions, index/benchmark data, fund/account information.
• Knowledge and experience of the challenges in investment management relating to data strategy and data management, security mastering, gold copy creation, overrides, exception management and downstream data distribution.
• Enterprise Data Management
• Data Warehousing concepts and application.
• Integration requirements for data management and data warehouse solutions within investment management.
• Awareness of typical technical landscape within a modern Data Warehouse and Data Management infrastructure, in particular Snowflake, SQL, ETL tools, and machine learning models.
• Knowledge of data vendors such as Bloomberg, Refinitv, Factset, etc., index and ESG data providers.
• Hands on experience with at least one of the following systems – Markit EDM (Cadis), NeoXam Data Hub, AIM Gain (Simcorp), Golden Source, Eagle Pace, Asset Control, Finbourne, Arcesium, Matrix (Rimes).

Proven written and verbal communication skills including:

• Ability to provide succinct and accurate responses to questions within the Data 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 data management solutions.
• Awareness of the EDM and Data Warehouse solutions currently being used within the Investment Management industry.

Experience and Qualifications

• Minimum of 5 years of experience working within a pre-sales or similar role
• Prior industry experience with enterprise data management, either with software platforms, service providers or in consultancy
• Strong understand of investment data management processes and requirements
• Understanding of key data topics and trends, including private markets, ESG, analytics, artificial intelligence, reporting and general data technology providers, such as Snowflake
• 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

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, investment 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 in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you 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, experiences 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.

Discover more at StateStreet.com/careers

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