Technical Product Support - Portfolio Management - Charles River Development Technical Product Support - Portfolio Management -  …

State Street Corporation
in Burlington, MA, United States
Permanent, Full time
Last application, 30 Jul 20
State Street Corporation
in Burlington, MA, United States
Permanent, Full time
Last application, 30 Jul 20
State Street Corporation
Technical Product Support - Portfolio Management - Charles River Development
What are we looking for
Provide operational/application support to CRD customers and internal business functions to minimize the adverse impact of incidents and problems on the customer and prevent reoccurrences of issues specifically with Portfolio Management.

Why this job is important to us
The team you will be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created the first open front-to-back platform - State Street Alpha, that was launched in 2019. Join us if delivering next generation infrastructure, using emerging technologies like AI and Blockchain sounds like a challenge you are up for.

What you will be responsible for
• Analyze problems, answer questions and provide training related to the software.
• Decompose complex issues into primitive components, perform root cause assessment and recommend appropriate solutions.  Identify and test workarounds for bugs or deficiencies in the software.
• Research issues dealing with third party software used as components of the software.
• Follow a standard set of procedures and methods when responding to customer requests or inquiries.
• Conduct research on questions and issues using available information resources and other product specialists.
• Keep a detailed log of all customer interactions and prepare resolution reports for issues reported by the customer.
• Utilize and administer issue management software according to defined standards.
• Respond to requests for technical assistance via the customer support portal.
• Cross train peers and less experienced staff in product areas as well as how to properly assess and resolve issues.
• Follow all methods and processes guidelines established as standard support operating procedures.
• Meet or exceed customer satisfaction metrics established for the support organization.

What we value
• Strong written and verbal communication skills, with great attention to detail.
• Self-motivated with the ability to operate independently - achieving results without close supervision - while also operating as part of the larger Support team.
• Demonstrated practical, hands-on, 'can do' approach, able to work efficiently and creatively, effectively managing changing priorities and deadlines.
• Strong analytical and problem-solving skills.
• Exposure to trading software applications such as Bloomberg, Reuters, etc. or any financial data analytics tool such as Matlab, R, SAS.  Exposure to SQL is desirable.

Education & Preferred Qualifications:
  • BA/MS degree in a field such as Finance, Economics, Financial Engineering, Mathematical Finance or another related field.
  • A minimum of 0-3 Portfolio Management and work experience performing one or more of the following: fund accounting, industry and company research, asset strategies, trading, trading support, risk management or similar. Proficient working knowledge of Fixed Income and/or Equity financial instruments including Derivatives, Options, Futures, Municipal/Corporate/Bank Loans, Derivatives, and Hedge Funds.
  • Flexibility with schedule and ability to work beyond regular business hours as needed. Travel up to 5% a year.
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investments research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity, and Social Responsibility. We truly believe our employees' diverse backgrounds, experience and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
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Company Overview

From technology and product innovation to corporate responsibility and community development, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people - strengthening markets, building communities and creating opportunities for growth.

We owe that longevity to the commitment, expertise and creativity of our employees. Our continued success depends on our ability to attract and develop the best talent in the industry. That's why we're keenly focused on employee development, corporate citizenship and inclusion.

For us, success comes in the mark we make as an organization - for the industry, our clients, our communities and each other.