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Post Implementation Support Specialist - Investment Trading - Charles River Development
Company | Charles River Development |
Address | Toronto, Ontario, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services,Investment Banking,Investment Management |
Expires | 2023-09-24 |
Posted at | 8 months ago |
What We Are Looking For
- Works with Professional Services team to assign dedicated resources to accomplish deliverables
- Educate customers on the methodologies and functionality provided by CRIMS. Advise on best practices regarding the implementation and operation of Charles River solutions and services.
- Responsible for maintaining a client issues list and status reporting.
- Evaluate customer requirements to identify potential enhancements to Charles River solutions and services. Document and communicate product improvements as part of customer-specific requirements or in response to trends in the marketplace.
- Document requirements
- PPSS are expected to have strong industry knowledge across multiple asset classes. Additionally, PPSS team members are responsible for navigating the CRD/Alpha eco-system and establishing relationship with the various internal supporting teams
- Analyze and evaluate requirements issues while providing product expertise and guidance throughout the post go-live journey.
- Gather requirements for new asset classes, security types and/or business line
- Train users on existing workflows
- Contribute to software quality by clearly communicating defects to Client Support and Product Management. Support the defect resolution process by providing clear descriptions of defects and validating the resulting fixes. Identify errors and mistakes in documentation and suggest corrections and improvements.
- Substantive in one or more of the following: fixed income, equity financial instruments. Understanding of investment management or wealth management workflows, derivatives, and FX instruments.
- Strong time management skills including the ability to manage multiple projects in parallel.
- Minimum of 5 years of experience with the implementation and/or support of mission-critical financial solutions. Experience in the implementation and/or support of a financial system within a bank, hedge fund or asset manager, or wealth management firm is especially valuable.
- A strong record of customer service. Post Go Live Support Specialists must understand customer needs and build effective relationships. The candidate must be able to convey plans, issues and concerns to clients and team members in a clear, logical and concise manner. They will need to also be able to influence key decision makers both internally and externally.
- Strong problem solving/analytical skills.
- Technically savvy: understanding of multi-tier technical architectures and relational database structures, familiarity with SQL, FIX and reporting tools
- Hands-on experience implementing or supporting investment management software, preferably an order management and compliance system is especially valuable.
- Must be customer driven, work within a team environment, and be focused on providing a high quality of service to the customer.
- PPSS are expected to have strong industry knowledge across multiple asset classes. Additionally, PPSS team members are responsible for navigating the CRD/Alpha eco-system and establishing relationship with the various internal supporting teams.
- Travel as required by the Customer
- Four (4) year degree in a business or technical field such as Finance, Mathematical Finance, Economics, Engineering, or Computer Science. An advanced degree or industry certification such as the CFA is a strong plus.
- 3 to 5+ years of experience
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