Serve as subject-matter expert within CRIMS implementation and upgrade projects.
Analyze and evaluate requirements while providing product expertise and guidance throughout the project.
Ensure the solution meets the clients' business needs and that the client is prepared to assume ownership and operate the solution after go-live.
Provide assistance to team members and proactively develop and share best practices.
Educate clients on the functionality provided by CRIMS.
Advise on best practices regarding the implementation and operation of Charles River solutions and services.
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 marketplace trends.
Contribute to software quality by communicating defects to Technical Support and Product Management clearly.
Support the defect resolution process by validating resulting fixes and providing clear defect descriptions.
Identify errors in documentation and suggest corrections and improvements.

Requirements

Experience supporting or implementing investment management solutions within a bank, hedge fund, asset manager or wealth management firm.
Experience with order management and compliance solutions is especially valuable.
Basic knowledge of fixed income or equity financial instruments.
Basic understanding of investment management or wealth management workflows.
Basic understanding of derivatives and FX instruments is a plus.
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 for client service.
Strong verbal and written communication skills including the ability to convey plans, issues and risks to clients and team members clearly and concisely.

Benefits

generous medical care
insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
retirement savings plan (401K) with company match
paid-time off including vacation, sick leave, short term disability, and family care responsibilities
access to Employee Assistance Program
incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
eligibility for certain tax advantaged savings plans

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills

CRIMSinvestment management solutionsorder management solutionscompliance solutionsSQLrelational databasesFIXCrystal Reportsfinancial instrumentsderivatives

Soft skills

client serviceverbal communicationwritten communicationproblem-solvingteam collaborationbest practices developmentproduct expertiseguidancedocumentationdefect resolution