What We Are Looking For
The Post Production Support Specialist (PPSS) supports customers post go‑live of the Charles River Investment Management Solution (CRIMS) implementation. Their contributions include defining new client requirements, configuring and tuning the application to the client’s business and technical needs, training users, testing workflows and resolving issues. The Specialist will liaise with Charles River Technical Support and Product resources to troubleshoot application issues and to determine the optimal configuration. The ideal candidate will have at least 3 to 5 years of hands‑on experience in the financial industry, working for a consultancy or software vendor. Experience leading the implementation or support of Front, Middle or Back Office Investment Management systems is highly valued.
Why This Job Is Important To Us
The team you will be joining is part of Charles River Development (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 the first open front‑to‑back platform – State Street Alpha, launched in 2019.
What You Will Be Responsible For
- PPSS are expected to have strong industry knowledge across multiple asset classes and navigate the CRD/Alpha ecosystem, establishing relationships with internal supporting teams.
- Analyze and evaluate requirements issues while providing product expertise and guidance throughout the post go‑live journey.
- Educate customers on the methodologies and functionality provided by CRIMS and advise on best practices regarding the implementation and operation of Charles River solutions and services.
- Evaluate customer requirements to identify potential enhancements to Charles River solutions and services. Document and communicate product improvements as part of customer‑specific requirements or in response to trends in the marketplace.
- Maintain a client issues list and status reporting.
- Train users on existing workflows.
- Gather requirements for new asset classes, security types and/or business line.
- Document requirements.
- Work with Professional Services team to assign dedicated resources to accomplish deliverables.
- Contribute to software quality by 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
- Strong industry knowledge across multiple asset classes and ability to navigate the CRD/Alpha ecosystem.
- Minimum of 5 years of experience with implementation and/or support of mission‑critical financial solutions.
- Hands‑on experience implementing or supporting investment management software, preferably an order management and compliance system.
- Substantive knowledge in fixed income, equity financial instruments, and understanding of investment or wealth management workflows, derivatives, and FX instruments.
- Technical savviness: understanding of multi‑tier technical architectures and relational database structures, familiarity with SQL, FIX and reporting tools.
- Strong customer service record and ability to influence key decision makers internally and externally.
- Customer‑driven attitude; works within a team environment, focused on providing a high quality of service.
- Strong time management skills and the ability to manage multiple projects in parallel.
- Strong problem‑solving/analytical skills.
Education & Preferred Qualifications
- 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.
- 3 to 5+ years of experience.
- Travel as required by the Customer.
About State Street
State Street is one of the largest custodian banks, asset managers, and asset intelligence companies in the world. We provide investment servicing, data & analytics, research & trading and investment management to institutional clients. Our benefits packages are competitive and comprehensive, and we offer flexible work programs and development opportunities.
We truly believe our employees’ diverse backgrounds, experiences, and perspectives are a powerful contributor to creating an inclusive environment. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality, and we are committed to fostering an environment where every employee feels valued and empowered to reach their full potential.
State Street is an equal opportunity and affirmative action employer. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
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