Product Support Specialist - Fixed Income - Investment Trading - Charles River Development

We have roles open located in Toronto and San Francisco

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 relationship 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 relationship 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
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.
3 to 5+ years of experience
Travel as required by the Customer
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.
State Street is an equal opportunity and affirmative action employer.