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 determine the optimal configuration. The ideal candidate will have at least 3 to 5 years of hands‑on experience gained 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.
What You Will Be Responsible For
- Have strong industry knowledge across multiple asset classes and navigate the CRD/Alpha ecosystem while 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; 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 marketplace trends.
- Maintain a client issues list and status reporting.
- Train users on existing workflows.
- Gather requirements for new asset classes, security types, and/or business lines:
- Document requirements.
- Work with the Professional Services team to assign dedicated resources to accomplish deliverables.
- Contribute to software quality by clearly communicating defects to Client Support and Product Management; support the defect resolution process by providing clear defect descriptions and validating fixes; identify errors in documentation and suggest corrections and improvements.
What We Value
- Strong industry knowledge across multiple asset classes and effective navigation of the CRD/Alpha ecosystem.
- Minimum of 5 years of experience with the implementation and/or support of mission‑critical financial solutions; experience in a bank, hedge fund, asset manager, or wealth management firm is especially valuable.
- Hands‑on experience implementing or supporting investment management software, preferably order management and compliance systems.
- Substantial knowledge of one or more of the following: fixed income, equity financial instruments; understanding of investment management or wealth management workflows, derivatives, and FX instruments.
- Technical savvy: understanding of multi‑tier technical architectures and relational database structures; familiarity with SQL, FIX, and reporting tools.
- A strong record of customer service; ability to convey plans, issues, and concerns to clients and team members clearly, logically, and concisely; ability to influence key decision makers internally and externally.
- Customer‑driven, teamwork oriented, and focused on delivering high‑quality service to the customer.
- Strong time‑management skills, able to manage multiple projects in parallel.
- Strong problem‑solving and 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 relevant experience.
- Travel as required by the Customer.
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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