Investment Management Solution Consultant

2 months ago

Melbourne, Victoria, Australia 2901 Charles River Development Inc Australia Branch Full time
About the Role

We are seeking a highly skilled Consultant to join our team at 2901 Charles River Development Inc Australia Branch. As a Consultant, you will play a critical role in the implementation and upgrade of the Charles River Investment Management Solution (CR IMS).

Key Responsibilities
  • Define client requirements and configure the CR IMS solution to meet their business and technical needs.
  • Train clients on the use of the CR IMS solution and ensure they are prepared to assume ownership and operate the solution after go-live.
  • Monitor and evaluate client requirements to identify potential enhancements to Charles River solutions and services.
  • Document client requirements and workflows, and successfully transition the client to Technical Support and Relationship Management in preparation for go-live.
  • Provide weekly, detailed project status to senior management at Charles River and within the client, highlighting issues, risk, and scope changes.
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 understanding of derivatives and FX instruments is a plus.
  • A strong appreciation of client service and the ability to work within a team environment.
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. Our team is passionate about delivering exceptional service to our clients, and we are committed to creating a positive and inclusive work environment.

About Us

State Street is one of the largest custodian banks, asset managers, and asset intelligence companies in the world. We provide investment servicing, data & analytics, investment research & trading, and investment management to institutional clients. We are committed to making a positive impact on the communities we serve and to creating a workplace that is inclusive and respectful of all employees.

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