Total 6 job vacancies by Charles River Systems, Inc.

Job Description

Who we are looking for

As part of the Professional Services organization within CRPM (Charles River Private Markets), the primary goal of the Principal Consultant will be ensuring successful Professional Services (“PS”) to meet customer requirements while promoting customer adoption and providing a channel for the sale of other company Software and Services.  This role is extremely critical as it takes the handoff of a client from a finalized Sales contract to ensuring that customer is effectively on-boarded (a consulting engagement that could last several months).  As the senior hire on this team within APAC region, this person has the unique opportunity to also support business development efforts heavily throughout the sales process and will be the lead in definition of PS scope and PS team assignment / development.  As such, the role is equal parts Sales, Client Management, and Operations, and it works closely with every area within the company while gaining a deep understanding of all areas of the business.  The Principal Consultant will be the key interface to customer success and have consistent exposure to large private markets funds and multi-national companies.   The key to this role is delivery – the Principal Consultant will lead the execution to deliver to client goals while being a trusted advisor to the client.  It is expected this role will oversee all Professional Services work within the region while also supporting business development efforts to scope and close new clients. 

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 and Blockchain sounds like a challenge you are up for.

What you will be responsible for

As Director APAC Principal Consultant you will

• Client Work:  Own client engagement and program management of Professional Services deployment

• Oversee APAC portfolio of clients and Professional Services teams within the region (assign and monitor PS team progress on each client)

• Manage customer relationship throughout PS and be the trusted advisor to clients in region (lead on SteerCos)

• Guide customer to decisions / consensus and drive to deadlines assertively

• Lead requirements gathering with customer to ensure successful configuration specific to needs. 

• Design ideal deployment outcomes for client.  Heavy focus on end visuals in Business Intelligence for client use in reporting / analysis.

• Define deployment options for customer and outline key advantages / disadvantages

• Coordinate individual Business Managers responsible for various elements of customer integration

• Deliver final configuration to customer and complete onboarding

• Establish plan for Organization Change Management (“OCM”) within customer org, including leading Live Training and supporting post-ICS adoption phases with Account Manager

• Business Development:  Sales / Marketing

• Support sales teams in new client discovery.  Lead scoping and Professional Services definition for prospective clients.

• Identify areas for other Software or Services within current customers through ICS engagements

• Drive proof-of-concepts for specific functional groups within prospective customers to illustrate successful deployments and value of SaaS

• Lead Trial account engagements for prospecting customers

• Support creation of case studies to publish to industry and Sales as collateral

What we value

• 7+ years’ experience implementing SaaS solution to private equity funds, i-banks, or Fortune 500

• Experience in infrastructure investments, private equity diligence, fund mgt, or process consulting

• Experience leading change management efforts across large enterprises (50+ people across regions)

• Ability to communicate equally effectively from C-level to entry level employees

• Strong interpersonal skills to manage client relationships

• Analytical with strong problem-solving skills

• Process efficient with heavy attention to detail

• Ability to proactively seek solutions and ways to improve performance

• Experience working with Business Intelligence dashboarding / data modeling highly preferred

• Experience delivering corporate training, proof-of-concepts, and promoting software usage preferred
  

Education & Preferred Qualifications

• Degree in finance or business preferred

• CAIA or CFA designation highly preferred

Additional requirements

• Ability to travel as required for customer engagements (~ 30%), including internationally

• Adaptability and desire to work in fast-paced, changing environment

Who we are looking for

As part of the Professional Services organization within Charles River for Private Markets (CRPM), the primary goal of the Senior Manager will be ensuring successful delivery of Data Management Services (DMS) for key strategic clients.  This role is critical in ensuring that the requirements from these clients across multiple asset classes are carefully solutioned for via SaaS, and to provide guidance on operational excellence around specific data services.

The role requires the candidate to work closely with multiple areas within the company while gaining a deep understanding of all areas of the business.  The Senior Manager will be the key interface to customer success and have consistent exposure to large private markets funds and multi-national companies. The key to this role is consultancy and delivery – the Senior Manager will provide subject matter knowledge so to deliver to client goals while being a trusted advisor to the client. 

Why this role is important to us

The team you will be joining is the Private Markets team (formerly Mercatus), 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 and Blockchain sounds like a challenge you are up for.

What you will be responsible for

• Professional Services support and Client leadership for DMS

• Work together with the Professional Services lead for the client to conduct requirements gathering sessions to ensure successful configuration specific to needs. 

• Work across multiple private markets asset classes, including private credit, hedge funds, real estate, private equity.  Key focus on private credit and loans processing.  Example data sets:  loan data attributes, lifecycle changes to investments, capital call notices, PCAP statements, valuation and cash flow data.

• Document process workflow, data capture, data validation requirements, and nuances based on asset class to lay out delivery of each service to meet client needs.

• Support Professional Services lead in defining deployment options for clients and outline key advantages / disadvantages as it pertains to delivery of DMS

• Provide client-facing leadership as the face of CRPM DMS to the client.  Report on operational metrics, issues, and next steps regularly.

• Operational leadership of DMS (key focus on Loan Processing): Solution for the onboarding of outsourced investments (loans) from clients, which involves designing the onboarding and data extraction process that will be managed by CRPM DMS team, then giving oversight as SME to that team during regular operations / delivery of the service.

• Review and provide guidance and training to the internal teams to define and refine loan processing SOPs with strong governance/controls

• Provide guidance and training to the internal teams on understanding and capturing loan terms as data points on the CRPM platform, including assessing complexity and feasibility

• Run training sessions and support hyper care phases for new and complex loan terms

• Provide oversight and subject matter expertise (SME) as required for internal data management teams processing information on behalf of the client

What we value

• Experience in Private Credit / Debt, Infrastructure investments, Private Equity, Fund / Portfolio Management

• Experience with loan processing, including key contractual terms and compliance requirements is a must (e.g. Margin Ratchet, Call Protections, Repayment Terms, Commitment Expiries, Step-ups..)

• Experience in loan amortization schedules highly preferred

• Ability to communicate equally effectively from C-level to entry level employees

• Strong interpersonal skills to manage client relationships

• Analytical with strong problem-solving skills

• Process efficient with heavy attention to detail

• Ability to proactively seek solutions and ways to improve performance

• Experience working with Business Intelligence dashboards / data modeling is a bonus

• Experience creating knowledge transfer materials is a bonus

Education & Preferred Qualifications

• Degree in finance or business preferred

• CAIA or CFA designation highly preferred

Additional requirements

• Ability to travel as required for customer engagements (~ 30%), including internationally

• Adaptability and desire to work in fast-paced, changing environment

What we are looking for

Senior Specialists lead or directly contribute to CRIMS implementations (Charles River Investment Management Solution), analyzing and evaluating requirements while providing product expertise and guidance throughout the implementation project. Ensure the solutions developed by Charles River meet the customers’ business needs and that the customer is prepared to assume ownership and operate the solution after go-live.

What you will be responsible for

• Lead or contribute to CRIMS (Charles River Investment Management Solution) performance and risk implementations for clients.

• Analyze customer requirements and deliver tailored solutions.

• Conduct presentations and execute proof-of-concept projects.

• Educate customers on CRIMS methodologies and advise on best practices.

• Monitor requirements for enhancements and communicate product improvements.

• Contribute to software quality by reporting defects and validating fixes.

• Assist Professional Services team and share best practices.

• PMAR Background:

• Capture performance, attribution and risk requirements for new implementations by interacting with Portfolio Managers, Investment, Risk and Performance teams.

• Document end to end Alpha solution design addressing PMAR workflows.

• Design Operational controls

• Working knowledge (Performance)

• Transaction based performance calculations

• Equity, Fixed Income and Factor Attribution

• GIPS/Composite Management

• Historical conversion, Restatement and Benchmark workflows

• Working knowledge (Risk)

• Multi-asset class (equity, fixed income, derivatives and commodities) support for single security analytics.

• Equity, Fixed income and Multi-asset class risk factor models (MSCI, Northfield, Axioma)

• Factor attribution

• Econometric and Factor scenario analysis and stress testing.

• VaR/Tail Risk

• Ex-Post Risk

• Portfolio Optimization

• Liquidity Risk

• Regulatory Risk

• Regime and Trend Analysis

• Risk Compliance Monitoring.

Skills & Experience:

• The ideal candidate will have at least 8-10 years of hands-on relevant experience gained in the financial industry working for a consultancy or software vendor

• Proven experience implementing mission-critical risk solutions.

• Hands-on experience with investment management software.

• Knowledge of SQL, FIX protocol, and Crystal Reports.

• Strong customer service, time management, and problem-solving skills.

• Experience with risk analytics job scheduling and troubleshooting.

• Ability to work with cross-functional teams on risk and attribution projects.

• Expertise in risk analytics, scenario analysis, portfolio optimization, and regulatory risk reporting.

Education & Preferred Qualifications:

• FRM and/or CFA certification.

• Experience supporting risk analytics and attribution solutions for global clients.

• Familiarity with liquidity risk, regulatory risk and risk compliance monitoring.

Education & Travel

• Degree in Finance, Economics, Engineering, or Computer Science; CFA/FRM is a plus.

• Willingness to travel 30%-50%.

Job Description

What we are looking for

Senior Consultants lead the implementation of the Charles River Investment Management Solution (CRIMS). Their contributions include defining client requirements, configuring and tuning the application to the client’s business and technical needs, training users, testing workflows and resolving issues before taking the client “live”. The ideal candidate will have at least 8 years of hands-on experience gained in the financial industry working for a consultancy or software vendor. Experience leading the implementation of Front, Middle or Back Office Investment Management systems is highly valued. However, candidates with exceptional implementation consulting skills who have successfully contributed to Capital Markets or other Financial IT projects will definitely be considered.

Why this job 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 the 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 and Blockchain sounds like a challenge you are up for.

What you will be responsible for

• Lead or directly contribute to CRIMS implementations. Analyze and evaluate requirements while providing product expertise and guidance throughout the implementation project. Ensure the solutions developed by Charles River meet the customer’s business needs and that the customer is prepared to assume ownership and operate the solution after go-live.
• Provide assistance to other members of the Professional Services team and pro-actively develop and share best practices.
• Analyze and evaluate customer requirements in order to help Charles River respond to sales opportunities. Prepare and deliver sales presentations. Execute proof-of-concept projects to demonstrate the potential of CRIMS to satisfy the specific needs of potential customers.
• 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.
• Monitor and evaluate customer requirements to identify potential enhancements to Charles River solutions and services. Document and communicate product improvements as part of customer-specific implementation projects or in response to trends in the marketplace.
• Contribute to software quality by clearly 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

Senior Consultants are expected to have experience project managing and leading the implementation of Front, Middle or Back Office Investment Management systems.

 
• Minimum of 8 years of experience with the implementation of mission-critical financial solutions. Experience in the implementation of a financial system within a bank, hedge fund or asset manager, or wealth management firm is especially valuable.
• Hands-on experience implementing investment management software, preferably an order management and compliance system is especially valuable.

•Substantive in one or more of the following: fixed income, equity financial instruments. understanding of investment management or wealth management work flows, derivatives and FX instruments.
• Understanding of multi-tier technical architectures and relational database structures. Familiarity with SQL, FIX and Crystal Reports is a plus.
• A strong record of customer service. Implementation Managers must understand customer needs and build effective relationships. The candidate must be able to convey plans, issues and concerns to clients and team members in a clear, logical and concise manner. They will need to also be able to influence key decision makers both internally and externally.
• Must be customer driven, have the ability to work within a team environment, and be focused on providing a high quality of service to the customer.
• Strong time management skills including the ability to manage multiple projects in parallel.
• Strong problem solving/analytical skills.

Education & Preferred Qualifications

•      Four (4) year 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.

Education & Preferred Qualifications

•      Four (4) year 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.

•    8+ years of experience

Additional Requirements

The ability to travel to client sites throughout the United States and Canada as well as the ability to work effectively when remote from clients.  Travel of 30-50% is typical but may exceed that at any given year.

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 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.

Why this job 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 the first open front-to-back platform - State Street Alpha, that was launched in 2019.

What you will be responsible for

• PPSS are expected to have strong industry knowledge across multiple asset classes. Additionally, PPSS team members are responsible for navigating the CRD/Alpha eco-system and establishing relationships with the various 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 trends in the marketplace.

• Responsible for maintaining 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

• Works with 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 descriptions of defects and validating the resulting fixes. Identify errors and mistakes in documentation and suggest corrections and improvements.

What we value

The Post Go Live Production Support Specialists is expected to have experience working on implementing or supporting Front, Middle or Back Office Investment Management systems.

• PPSS are expected to have strong industry knowledge across multiple asset classes. Additionally, PPSS team members are responsible for navigating the CRD/Alpha eco-system and establishing relationships with the various internal supporting teams. 

• Minimum of 5 years of experience with the implementation and/or support of mission-critical financial solutions. Experience in the implementation and/or support of a financial system within a bank, hedge fund or asset manager, or wealth management firm is especially valuable.

•  Hands-on experience implementing or supporting investment management software, preferably an order management and compliance system is especially valuable.

•  Substantive in one or more of the following: fixed income, equity financial instruments. Understanding of investment management or wealth management workflows, derivatives, and FX instruments.

•  Technically savvy: understanding of multi-tier technical architectures and relational database structures, familiarity with SQL, FIX and reporting tools.

•  A strong record of customer service. Post Go Live Support Specialists must understand customer needs and build effective relationships. The candidate must be able to convey plans, issues and concerns to clients and team members in a clear, logical and concise manner. They will need to also be able to influence key decision makers both internally and externally.

•  Must be customer driven, work within a team environment, and be focused on providing a high quality of service to the customer.

•  Strong time management skills including 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

What we are looking for

Senior Consultants lead the implementation of the Charles River Investment Management Solution (CRIMS). Their contributions include defining client requirements, configuring and tuning the application to the client’s business and technical needs, training users, testing workflows and resolving issues before taking the client “live”. The ideal candidate will have at least 8 years of hands-on experience gained in the financial industry working for a consultancy or software vendor. Experience leading the implementation of Front, Middle or Back Office Investment Management systems is highly valued. However, candidates with exceptional implementation consulting skills who have successfully contributed to Capital Markets or other Financial IT projects will definitely be considered.

Why this job 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 the 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 and Blockchain sounds like a challenge you are up for.

What you will be responsible for

• Lead or directly contribute to CRIMS implementations. Analyze and evaluate requirements while providing product expertise and guidance throughout the implementation project. Ensure the solutions developed by Charles River meet the customer’s business needs and that the customer is prepared to assume ownership and operate the solution after go-live.
• Provide assistance to other members of the Professional Services team and pro-actively develop and share best practices.
• Analyze and evaluate customer requirements in order to help Charles River respond to sales opportunities. Prepare and deliver sales presentations. Execute proof-of-concept projects to demonstrate the potential of CRIMS to satisfy the specific needs of potential customers.
• 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.
• Monitor and evaluate customer requirements to identify potential enhancements to Charles River solutions and services. Document and communicate product improvements as part of customer-specific implementation projects or in response to trends in the marketplace.
• Contribute to software quality by clearly 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

Senior Consultants are expected to have experience project managing and leading the implementation of Front, Middle or Back Office Investment Management systems.

 
• Minimum of 8 years of experience with the implementation of mission-critical financial solutions. Experience in the implementation of a financial system within a bank, hedge fund or asset manager, or wealth management firm is especially valuable.
• Hands-on experience implementing investment management software, preferably an order management and compliance system is especially valuable.

•Substantive in one or more of the following: fixed income, equity financial instruments. understanding of investment management or wealth management work flows, derivatives and FX instruments.
• Understanding of multi-tier technical architectures and relational database structures. Familiarity with SQL, FIX and Crystal Reports is a plus.
• A strong record of customer service. Implementation Managers must understand customer needs and build effective relationships. The candidate must be able to convey plans, issues and concerns to clients and team members in a clear, logical and concise manner. They will need to also be able to influence key decision makers both internally and externally.
• Must be customer driven, have the ability to work within a team environment, and be focused on providing a high quality of service to the customer.
• Strong time management skills including the ability to manage multiple projects in parallel.
• Strong problem solving/analytical skills.

Education & Preferred Qualifications

•      Four (4) year 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.

Education & Preferred Qualifications

•      Four (4) year 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.

•    8+ years of experience

Additional Requirements

The ability to travel to client sites throughout the United States and Canada as well as the ability to work effectively when remote from clients.  Travel of 30-50% is typical but may exceed that at any given year.