Principal Consultant, Fixed Income Specialist, VP
Core
Lead and co-manage complex implementation projects for Charles River Development's (CRD) enterprise investment management software solutions, serving large institutions in institutional investment, wealth management, and hedge funds.
Role type
Senior IC implementation consultant (fixed income specialist)
Builds
Enterprise investment management software solutions (State Street Alpha platform)
Domain
Financial services / Fixed Income / Derivatives / OTC products
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Fixed Income product expertise, complex financial instruments knowledge, OTC products experience, large project management, business analysis, relationship management, workflow analysis interpretation, SQL, full life cycle implementation experience
Preferred skills
Front Office experience (order management, Fund Managers/Traders), Charles River Trading System/Compliance Master experience, CFA certification, advanced degree in Finance/Business/Mathematical Finance/Economics/Computer Science
Technologies
Charles River Trading System, Compliance Master, SQL
Responsibilities
Lead or co-manage implementation projects for CRD, act as single point of contact for clients, interpret workflow analysis documents and convert to specifications, provide guidance on best practice implementations, execute daily project plan steps, facilitate meetings with product experts, manage training and consulting resource requests, monitor issue escalation processes, coordinate work across locations
Seniority
Senior, hands-on IC with strategic client leadership