Full-Time

Senior Consultant

Implementation Services, Charles River Development, Assistant Vice President

Posted on 9/9/2024

State Street

State Street

10,001+ employees

Asset management and custody banking services

Fintech
Financial Services

Senior

Company Historically Provides H1B Sponsorship

London, UK

In-depth training at London office for 5 weeks; extensive travel required, potentially spending up to 5 days per week on client site within the EMEA region.

Category
Financial Consulting
Consulting
Required Skills
SQL
Requirements
  • Extensive experience in a similar role implementing financial systems.
  • Strong Front Office experience (order management, dealing with Fund Managers/Traders).
  • Applications experience with Charles River Investment Management System or Equivalent (competitor).
  • Good Investment Management and market instrument knowledge – Front Office workflows; Fixed Income/derivatives, Equity, Compliance, IBOR, PMA, Ex-Ante and Ex-Post Risk and Scenario Analysis.
  • A specific previous area of focus e.g. Risk systems, IBOR, Scenario Analysis is desirable.
  • Fluency in a second European Language is highly desirable.
  • University degree – ideally in a Finance or Technology discipline.
  • Have superior client facing skills.
  • Some technical knowledge, ideally SQL.
  • Experience dealing with users or clients from either a technical or business area.
  • Comfortable making presentations covering business, technical or sales.
  • Experience managing/coordinating projects and a demonstrable understanding of the project life-cycle.
Responsibilities
  • Day to day management of an implementation project from a CRD perspective.
  • Interpreting workflow analysis documents and the conversion of these documents into specifications for CR IMS configuration to ensure Best Practice delivery.
  • Providing on-going communication and evaluation of project status to the client and Charles River Project Manager.
  • Providing a single point of contact for a Client during the Implementation project.
  • Undertaking the daily execution of the project plan steps.
  • Ensuring that the 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 and 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 for the implementation.
  • Maintain a general awareness of industry changes/trends.

State Street Corporation operates in the financial services industry, focusing on asset management and custody banking. It provides a variety of services to institutional investors, such as mutual funds and pension funds, through its division, State Street Global Advisors, which manages investment portfolios and offers advisory services. The company serves a wide range of clients, including corporations, governments, and non-profit organizations, and utilizes its global network and expertise to deliver customized financial solutions. State Street generates revenue from management fees for overseeing client assets, transaction fees from trading, and service fees for custody and administration. Additionally, it is recognized for its commitment to leadership and diversity, promoting a culture that supports employee growth and inclusion.

Company Stage

IPO

Total Funding

N/A

Headquarters

Boston, Massachusetts

Founded

1792

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • State Street benefits from the growing demand for ESG-integrated investment strategies.
  • The rise of digital assets offers new growth opportunities for State Street's custody services.
  • Expansion in passive investing and ETFs provides market share opportunities for State Street.

What critics are saying

  • Increased competition from firms like BlackRock and Vanguard may impact State Street's growth.
  • Geopolitical tensions in expansion regions could affect State Street's operations and profitability.
  • The rise of fintech companies poses a threat to State Street's traditional business model.

What makes State Street unique

  • State Street excels in asset management and custody banking for institutional investors.
  • The company is committed to diversity and inclusion in its operations and leadership.
  • State Street leverages advanced technologies for data analytics and investment management.

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