Data Implementation Manager / Specialist - Investment Software I

This role can be based through North America


This role can be based through North America



Who is Charles River Development (CRD)

CRD is the company behind Charles River Investment Management (CRIMS), an enterprise investment management software tailored to institutional investors, wealth managers, hedge funds, and other large financial firms. In 2018, CRD merged with State Street Corporation, a leading provider of financial services. As one company, we now offer State Street Alpha, the first front-to-back asset servicing platform from a single provider for institutional and wealth management firms.


Why this job is important to us

You will be joining the Data Strategy Group within CRD. State Street Alpha is data-intensive, requiring analysis, validation, requirements gathering, mapping, and data quality assurance, among other items. The Data Strategy team defines the best practices for data management for CRIMS and Alpha implementations. The team also actively participates in implementationsto ensure these standards are implemented.

Join us if being a key driver in how next-generation initiatives are delivered sounds like a challenge you are interested in.


What we are looking for

A Data Specialist who can perform the following activities:
Function as the data technology and strategy subject matter expert by leading the data consulting workstream on implementation around Charles River Investment Management Solution (CRIMS) and Alpha.
Lead or contribute to CRIMS implementations by evaluating data requirements while providing product expertise and guidance throughout the project. Ensure the solutions developed by Charles River meet the customer's business needs and that the customer can assume ownership and operate the solution effectively.
Lead the data management portion of client implementation assessments during the sales process.
Assist other Professional Services team members by developing a central knowledge repository and best practices around data strategy.
Educate customers on best practices around data management and data quality within CRIMS and Alpha.
Monitor and evaluate customer data 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 communicating defects to Client Support and Product Management by providing clear outlines of defects and validating suggested fixes.
Analyze and evaluate customer data requirements, needs, and gaps to help Charles River respond to sales opportunities. Execute proof-of-concept projects and for potential customers to demonstrate the potential of CRIMS to satisfy the specific needs of potential customers.


What we value

Senior Consultants should have experience in one or more of the following:
First-hand knowledge of financial operations from a bank, corporate, consulting, or software vendor background
Consulting experience implementing Capital Markets or IT projects successfully.
Understanding of multi-tier technical architectures, data feeds, import/export mapping, and relational database structures.
Familiarity with SQL, Bloomberg, or financial analytics providers (FactSet, Yieldbook) is a plus.
Experience with tracking, managing, and troubleshooting data flow for software implementations.
Demonstrated analytical skills.
Demonstrated problem-solving and decision-making skills.


Education & Preferred Qualifications

Four (4) year degree in Finance, Mathematical Finance, Economics, Engineering, or Computer Science. An advanced degree or industry certification such as the CFA is a strong plus.
5+ years of relevant experience
The ability to travel to client sites throughout the United States and Canada and work effectively when remote from clients. Travel of 30-50% is typical but may exceed that at any given year.


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 5 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.
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.
5+ 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.

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, investments 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 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, experience 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.

Company: Charles River Development

State Street is an equal opportunity and affirmative action employer.
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