Fintech Sr. Consultant , Front and Middle office integration (Investment Book of Records), AVP
Core
Lead implementation of Charles River Investment Management Solution (CRIMS) for institutional clients, focusing on front-to-back investment management workflows.
Role type
Senior Implementation Consultant (Investment Management Systems)
Builds
Enterprise investment management software solutions (CRIMS, State Street Alpha)
Domain
Financial Services / Investment Management / Capital Markets
Deliverable
client delivery
Required skills
Investment management system implementation, middle-office workflows, security life cycle events, corporate action processing, position and cash position management, post-trade workflows, trade confirmation, business systems analysis, SQL
Preferred skills
Order management and compliance system implementation, experience with matching platforms (CTM, TradeNeXus), multi-tier technical architectures, messaging systems, relational database structures, CFA certification
Technologies
CRIMS, State Street Alpha, CTM, TradeNeXus
Responsibilities
Lead or contribute to CRIMS implementations by analyzing requirements and configuring the application; Educate customers on CRIMS methodologies and best practices; Execute proof-of-concept projects for sales opportunities; Monitor requirements to identify product enhancements; Support defect resolution and validate fixes.
Seniority
Senior, hands-on IC with leadership responsibilities