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Senior Consultant

1 month ago

Sydney, New South Wales, Australia State Street Full time
About the Role

We are seeking a highly skilled Senior Consultant to join our team at State Street. As a Senior Consultant, you will play a key role in the implementation and upgrade of the Charles River Investment Management Solution (CR IMS).

Key Responsibilities:

  • Analyze and evaluate client requirements to ensure the solution meets their business needs.
  • Provide product expertise and guidance throughout the project.
  • Ensure the solution is properly configured and tuned to meet client requirements.
  • Train clients on the use of the solution.
  • Test workflows and resolve issues before taking the client live.
  • Monitor and evaluate client requirements to identify potential enhancements to Charles River solutions and services.
  • Document and communicate product improvements as part of client-specific implementation projects or in response to trends in the marketplace.
  • Provide weekly, detailed project status to senior management at Charles River and within the client, highlighting issues, risks, and scope changes.
  • Contribute to software quality by clearly communicating defects to Technical 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.
  • Aid other members of the Professional Services team and proactively develop and share best practices and keep abreast of new system versions, features, and new trends in the finance industry.
  • Analyze and evaluate client requirements in order to help Charles River respond to sales opportunities.
  • Contribute to sales presentations and proof-of-concept projects to demonstrate the potential of CR IMS to satisfy specific client needs.

Requirements:

  • Proficient in Investment Solutions or Technology.
  • Experience supporting or implementing solutions for asset managers, superannuation, or wealth management firms.
  • Basic understanding of investment management or wealth management workflows (portfolio management, trading, Compliance, IBOR, PMA, Risk).
  • Basic knowledge of equity, fixed income, and FX instruments front and middle office workflows.
  • Basic understanding of derivatives and FX instruments is a plus.
  • A strong appreciation of client service.
  • Consultants must understand client needs and build effective relationships.
  • Must have the ability to work within a team environment and be focused on providing high-quality service to our clients.
  • Team player who shares knowledge and experience openly.
  • Leverages the expertise of more-experienced colleagues.
  • Strong verbal and written communication skills, including the ability to convey plans, issues, and risks to clients and team members in a clear and concise manner.
  • Strong problem-solving skills, analytical thinker who can decompose complex issues into components and perform root cause analysis.
  • Strong time management skills, including the ability to manage multiple projects in parallel and demonstrated ability to meet self-imposed deadlines.

Education & Preferred Qualifications:

  • Bachelor's Degree from a leading university or college in Finance, Business/Mathematical Finance, Economics, or Computer Science.
  • An advanced degree or industry certification such as the CFA is a strong plus.

About State Street:

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, investment research & trading, and investment management to institutional clients. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance, and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. We truly believe our employees' diverse backgrounds, experiences, and perspectives 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 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 programs, 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. Discover more at State Street.com/careers