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Senior Consultant, Implementation Services, Charles River Development, Assistant Vice President

  • Job
    Senior & Expert Level
  • Consulting
    Banking & Finance
  • London

AI generated summary

  • You need extensive financial system implementation experience, strong Front Office knowledge, Charles River or equivalent system experience, investment market and instrument expertise, client-facing skills, and project management experience. An education in Finance or Technology is preferred.
  • You will manage implementation projects, interpret workflow analysis, provide client communication, lead training, monitor issue escalation, and coordinate work across locations. Extensive travel within the EMEA region.


  • Extensive 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
  • Education & Preferred Qualifications:
  • Fluency in a second European Language is highly desirable
  • University degree – ideally in a Finance or Technology discipline.
  • Additional requirements:
  • 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


  • As Senior Consultant - Implementation Services you will be responsible for:
  • 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 Charles River Project Manager
  • 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 Client’s needs are understood and documented
  • Providing proactive leadership in a Client’s 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 CRD’s representatives in other locations for the implementation
  • Maintain a general awareness of industry changes/trends
  • The role involves extensive travel and can involve spending up to 5 days per week on a client site within the EMEA region.


What qualifications are required for this role?

The ideal candidate will have a mixture of asset management/business knowledge, business analysis, project experience, relationship management, and implementation experience.

What training will be provided for this role?

In-depth training will be provided at our London office for a period of 5 weeks.

What is the importance of this role within Charles River Development?

This role is important as the Consultant is responsible for all aspects of implementation for the Charles River IMS and plays a crucial role in managing client demands and staying up-to-date on product and industry changes.

What opportunities are there for growth within this role?

There are opportunities for growth within the Implementation Services Team at Charles River Development, allowing consultants to take on larger and more complex implementation projects.

We’re at the heart of financial services. And our clients are at the heart of everything we do.

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Mission & Purpose

At State Street, we partner with institutional investors all over the world to provide comprehensive financial services, including investment management, investment research and trading, and investment servicing. Whether you are an asset manager, asset owner, alternative asset manager, insurance company, pension fund or official institution, you can rely on us to be focused on your challenges. We are committed to doing what it takes to help you perform better — now and in the future.