Senior Investment Management Solution Consultant
2 months ago
We are seeking a highly skilled and experienced Senior Investment Management Solution Consultant to join our team at State Street Corporation. As a key member of our Professional Services team, you will be responsible for delivering high-quality implementation services to our clients, ensuring that their investment management solutions meet their business needs.
Key Responsibilities- Provide expert guidance and support to clients throughout the implementation process, ensuring that their investment management solutions are configured and tuned to meet their business needs.
- Analyze and evaluate client requirements to identify potential enhancements to our investment management solutions and services.
- Document client requirements and workflows, and successfully transition clients to Technical Support and Relationship Management in preparation for go-live.
- Monitor and evaluate client requirements to identify potential issues and risks, and provide regular project status updates to senior management.
- Contribute to software quality by clearly communicating defects to Technical Support and Product Management, and support the defect resolution process.
- Aid other members of the Professional Services team and proactively develop and share best practices, keeping abreast of new system versions, features, and trends in the finance industry.
- Analyze and evaluate client requirements to help us respond to sales opportunities, and contribute to sales presentations and proof-of-concept projects.
- Proficient in investment solutions or technology, with experience supporting or implementing front, middle office investment management solutions within a bank, hedge fund, asset manager, or wealth management firm.
- Basic understanding of investment management or wealth management workflows, including portfolio management, trading, compliance, IBOR, PMA, risk, and scenario analysis.
- Basic knowledge of equity, fixed income, and FX instruments front and middle office workflows, with a basic understanding of derivatives and FX instruments.
- Strong verbal and written communication skills, with the ability to convey plans, issues, and risks to clients and team members in a clear and concise manner.
- Strong problem-solving skills, with the ability to decompose complex issues into components and perform root cause analysis.
- Strong time management skills, with the ability to manage multiple projects in parallel and meet self-imposed deadlines.
- Bachelor's degree from a leading university or college in finance, business/mathematical finance, economics, or computer science, with an advanced degree or industry certification such as the CFA a strong plus.
- 2-3+ years of consulting experience in the financial/financial software services industry, with the ability to travel to client sites throughout the Asia Pacific and work effectively when remote from clients.
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.
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