The Implementation Consultant is responsible for all aspects of implementation for the Charles River IMS. This position is in the Front to Back Model Office Team. They will need to become a product expert in a short amount of time and remain up-to-date as product and industry changes require. A Consultant needs to manage the competing demands of the projects to which he or she is assigned, operating administratively as well as hands-on. The ideal candidate will have a mixture of asset management/business knowledge, business analysis, project experience, relationship management and implementation experience. They will be comfortable running a large and complex implementation project, dealing with all the associated issues, either individually or as part of a larger team. Day to day management of an implementation project from a CRD perspective
Interpreting workflow analysis documents and the conversion of these documents into specifications for CR IMS configuration to ensure Best Practice delivery
Providing on-going communication and evaluation of project status to the client and Model Office Team
Providing a single point of contact for a Client during the Implementation project
Undertaking the daily execution of the project plan steps
Ensuring that the Clients needs are understood and documented
Providing proactive leadership in a Clients utilization of CRD products and services
Facilitating conference calls & meetings with other consultants and product experts
Communicating pertinent information on upgrades and major releases
Managing training and consulting resource requests
Monitoring and assisting with the issue escalation process
Responding to additional product requests
Managing the co-ordination of work undertaken by CRDs representatives in other locations for the implementation
Maintain a general awareness of industry changes/trends
The role involves some travel
Skills, Experience & Qualifications Required:
Minimum of 5 years experience in a similar role implementing financial systems.
Strong Front Office experience (order management, dealing with Fund Managers/Traders)
Applications experience with Charles River Investment Management System or Equivalent (competitor)
Good Investment Management and market instrument knowledge Front Office workflows; Fixed Income/derivatives, Equity, Compliance, IBOR, PMA, Ex-Ante and Ex-Post Risk and Scenario Analysis
A specific previous area of focus e.g. Risk systems, IBOR, Scenario Analysis is desirable
Have superior client facing skills
Some technical knowledge, ideally SQL
Experience dealing with users or clients from either a technical or business area
Comfortable making presentations covering business, technical or sales
Experience managing/coordinating projects and a demonstrable understanding of the project life-cycle.
A BA/BS degree essential ideally in a Technology or Financial disciplinePosted 2 Days AgoFull timeR-630349
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