Investment Management Solution Consultant

4 weeks ago

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

We are seeking a highly skilled Investment Management Solution Consultant to join our team at State Street Corporation. As a Consultant, you will serve as a subject-matter expert in the implementation and upgrade of the Charles River Investment Management Solution (CR IMS). Your contributions will include defining client requirements, configuring and tuning the solution to meet the clients' business and technical needs, training clients, testing workflows, and resolving issues before taking the client live.

Key Responsibilities
  • Analyze and evaluate client requirements to ensure the solution meets the client's business needs.
  • Provide product expertise and guidance throughout the project.
  • Ensure the solution is properly configured and tuned to meet the client's technical needs.
  • Train clients on the use of the CR IMS solution.
  • Test workflows and resolve issues before taking the client live.
  • Document client requirements and workflows.
  • Transition the client to Technical Support and Relationship Management in preparation for go-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.
Requirements
  • Proficient in Investment Solutions or Technology.
  • 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 (portfolio management, trading, Compliance, IBOR, PMA, Risk and Scenario Analysis).
  • Basic knowledge of equity, fixed income, and FX instruments front and middle office workflows.
  • Basic command of SQL and understanding of relational databases.
  • Familiarity with FIX or similar protocols is a plus.
  • Familiarity with Crystal Reports or similar reporting packages is a plus.
  • A strong appreciation of client service.
  • Strong verbal and written communication skills.
  • Strong problem-solving skills.
  • Strong time management skills.
Education and 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.
  • 2-3+ years of consulting in the Financial/Financial Software Services industry.
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 StateStreet.com/careers

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