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Principal Equities Implementation Consultant

State Street

Lead Charles River implementation work with strong equities expertise, configuring CRIMS and supporting clients remotely across North America.

As a Principal Consultant, you will serve as a subject-matter expert on Charles River Investment Management Solution implementations and upgrades. Apply equity knowledge, consulting skills, SQL, and investment workflows to meet client business and technical needs. The role supports State Street’s Charles River Development organization.

Key Responsibilities:

  • Analyze requirements and guide CRIMS implementation and upgrade projects
  • Configure, tune, test, and resolve workflow issues before go-live
  • Educate clients on CRIMS functionality and implementation best practices
  • Contribute to sales presentations and proof-of-concept projects
  • Communicate defects and validate resulting software fixes

Requirements:

  • Strong equities background and advanced equity instrument knowledge
  • Eight or more years of professional experience
  • Investment management solution implementation experience within financial institutions
  • Basic SQL and relational database understanding
  • Four-year business or technical degree; CFA or advanced degree preferred

Bring equities expertise, client consulting, and CRIMS implementation skills to State Street’s Principal Consultant team.

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Vacancy posted 3 hours ago
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