Senior Consultant (Middle-Office)

$115,000 - $182,500/Yr

State Street Corporation - New York, NY

Full-time - Senior

New York, NY

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Senior Consultant will lead the implementation of the Charles River Investment Management Solution (CRIMS), focusing on defining client requirements, configuring the application, training users, and ensuring a smooth transition to live operations. This role is crucial for delivering tailored investment management solutions to clients in the financial industry, leveraging emerging technologies like AI and Blockchain.

Responsibilities

• Lead or directly contribute to CRIMS implementations.
• Analyze and evaluate client requirements while providing product expertise throughout the implementation project.
• Ensure solutions meet customer business needs and prepare them for ownership post go-live.
• Assist Professional Services team members and develop best practices.
• Analyze customer requirements to respond to sales opportunities and prepare sales presentations.
• Execute proof-of-concept projects to demonstrate CRIMS capabilities to potential customers.
• Educate customers on CRIMS methodologies and functionality, advising on best practices for implementation and operation.
• Monitor customer requirements to identify potential enhancements to Charles River solutions.
• Document and communicate product improvements based on customer-specific projects or market trends.
• Contribute to software quality by communicating defects to Client Support and Product Management.

Requirements

• Minimum of 5 years of experience in the financial industry, preferably in consultancy or software vendor roles.
• Experience leading the implementation of Front, Middle, or Back Office Investment Management systems.
• Hands-on experience with post-trade workflows and trade confirmation platforms.
• Experience with middle-office workflows and security life cycle events.
• Experience implementing investment management software, especially order management and compliance systems.
• Business Systems Analyst experience/skillset is preferred.
• Proficiency with SQL is required.
• Understanding of multi-tier technical architectures and relational database structures is a plus.
• Strong customer service skills and ability to build effective relationships with clients.
• Excellent communication skills to convey plans and issues clearly.
• Strong time management skills to manage multiple projects in parallel.
• Strong problem-solving and analytical skills.

Nice-to-haves

• Advanced degree or industry certification such as CFA is a strong plus.

Benefits

• Generous medical care and insurance plans.
• Savings plans and flexible work programs.
• Development programs and educational support.
• Paid volunteer days and matching gift program.
• Access to employee networks for community engagement.