Sales Engineer – AVP
State Street
full-time
Posted on:
Location Type: Office
Location: Burlington • Massachusetts • New Jersey • United States
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Job Level
About the role
- Preparation and detailed product presentation and demonstration to highly sophisticated investment professionals
- Follow up with prospects to close out any unanswered questions or objections
- Represent CRD at conferences and trade show exhibits
- Coordinate or assist in general prospect visits or product test pilot projects
- Assist with RFP or request for information (RFI) preparation
Requirements
- Experience of demonstrating software solutions within the buy-side investment management market is critical.
- Knowledge and experience of the following areas gained either through software solution vendors, buy-side investment managers, or consultancy:
- Investment Management workflow requirements across public markets including portfolio management and construction, risk, compliance, trading and middle office.
- Knowledge and experience of the challenges in investment management relating to point-solution proliferation, rationalization strategies onto single platforms, and the end-to-end investment lifecycle.
- Evaluation and set up of security master reference data, pricing, analytics, positions/holdings, corporate actions, index/benchmark data, fund/account information.
- Awareness of typical technical landscape within a modern enterprise SaaS Applications including MS Azure, Snowflake, SQL, ETL tools, and machine learning models.
- Knowledge of data vendors such as Bloomberg, Refinitv, MSCI, etc., other index and ESG data providers.
- Hands on experience with at least one of the following systems – Simcorp Dimension, Blackrock Aladdin, Bloomberg AIM, S&P ThinkFolio, NeoXam Proven written and verbal communication skills including:
- Ability to provide succinct and accurate responses to questions within the Investment Management segment.
- Written responses to RFP and RFI questions.
- Presentations to investment management business users
- Ad-Hoc written and verbal responses to questions raised by investment management business users. Proven problem-solving skills.
- Knowledge and awareness of the technology considerations relating to investment management platforms and their ecosystem in client architectures.
- Awareness of the competitor solutions currently being used within the Investment Management industry.
- Minimum of 3 years of experience working within a pre-sales or similar role
- Prior industry experience with investment management, either with software platforms, service providers or in consultancy
- Strong understanding of investment lifecycle management processes and requirements
- Understanding of key topics and trends, including passive and ETFs, LDI strategies, derivatives overlay, multi-manager / OCIO, private credit and alternatives
- Good understanding of financial investment products across asset classes and workflows
- Excellent verbal and written communication skills, good interpersonal skills, ability to gather and understand requirements in the financial sector
- Proven organizational skills with attention to detail
- Strong analytical and problem-solving skills
- Flexibility with schedule and ability to work beyond regular business hours and travel as required
- Demonstrated planning and scheduling skills
- Ability to work on multiple initiatives simultaneously and deal with the inevitable surprises that are part of a dynamic environment
Benefits
- our retirement savings plan (401K) with company match
- insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
- paid-time off including vacation, sick leave, short term disability, and family care responsibilities
- access to our 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 & Tools
software demonstrationinvestment management workflowportfolio managementrisk managementcompliancetradingmiddle officesecurity master reference dataETL toolsmachine learning
Soft Skills
communication skillsproblem-solving skillsorganizational skillsattention to detailinterpersonal skillsflexibilityplanning skillsscheduling skillsability to work on multiple initiativesability to gather requirements