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charles river trade operations support
Technical Consultant, Implementation Services, Charles River Development, Officer
State Street Corporation
Technical Consultant, Implementation Services, Charles River Development, Officer Technical Consultant, Implementation Services, Charles River Development, Officer Apply locations London, England time type Full time posted on Posted 9 Days Ago time left to apply End Date: April 6, 2025 (30+ days left to apply) job requisition id R-756036 Who we are looking for The ideal candidate will have a predominantly technical background implementing major fund management and/or banking software applications, preferably within a front office environment. They will also have a good understanding of the fund management and/or front-office terminology and operations. Why this role 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 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 As Consultant you will: Assist, from a technical standpoint, in the implementation of a sophisticated trade order management and compliance monitoring systems to the fund management industry Provide technical consultancy services for clients and their CRD Account Managers including; install, configure and test software; problem investigation; database configuration, tracing and performance analysis. Provide technical consultancy services for systems integration Design and development of solutions for additional Client requirements This role involves extensive travel and will involve spending time working on Client sites both in London and the EMEA region. What we value Experience in at least one major DBMS (MS SQL Server or Oracle), including installation, configuration and development. Multi-tier application point Good knowledge and experience of PL/SQL or TransactSQL (MS SQL Server) Complex SQL Debugging and optimization System interfacing and integration Proven, substantial, development experience in Java and/or C#. Development experience in some or all of the following would be an advantage Web Services SQL Server Reporting Services (SSRS) XML Messaging Excel VBA Perl .NET Exposure to working in Financial services; front- or middle-office, or fund management business areas ideal Experience dealing with users or clients from either a technical or business area. Comfortable making presentations covering business, technical or sales. Detailed knowledge of; Project phasing and reporting On-site delivery Systems support Operational procedures Batch processing System sizing and capacity planning System backup, contingency and disaster recovery Regional roll outs Education & Preferred Qualifications Third level qualification essential ideally a Technical Bachelors Degree. Fluency in a European language highly desirable. Additional requirements A natural desire to bring order to IT systems and to automate processes A positive, customer-oriented, and energetic attitude An analytical, creative, and innovative approach to solving problems A desire to work hard, be challenged in a fast-paced environment, and have fun while doing it. 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, investment 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 you 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, experiences 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. Discover more at
Feb 11, 2025
Full time
Technical Consultant, Implementation Services, Charles River Development, Officer Technical Consultant, Implementation Services, Charles River Development, Officer Apply locations London, England time type Full time posted on Posted 9 Days Ago time left to apply End Date: April 6, 2025 (30+ days left to apply) job requisition id R-756036 Who we are looking for The ideal candidate will have a predominantly technical background implementing major fund management and/or banking software applications, preferably within a front office environment. They will also have a good understanding of the fund management and/or front-office terminology and operations. Why this role 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 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 As Consultant you will: Assist, from a technical standpoint, in the implementation of a sophisticated trade order management and compliance monitoring systems to the fund management industry Provide technical consultancy services for clients and their CRD Account Managers including; install, configure and test software; problem investigation; database configuration, tracing and performance analysis. Provide technical consultancy services for systems integration Design and development of solutions for additional Client requirements This role involves extensive travel and will involve spending time working on Client sites both in London and the EMEA region. What we value Experience in at least one major DBMS (MS SQL Server or Oracle), including installation, configuration and development. Multi-tier application point Good knowledge and experience of PL/SQL or TransactSQL (MS SQL Server) Complex SQL Debugging and optimization System interfacing and integration Proven, substantial, development experience in Java and/or C#. Development experience in some or all of the following would be an advantage Web Services SQL Server Reporting Services (SSRS) XML Messaging Excel VBA Perl .NET Exposure to working in Financial services; front- or middle-office, or fund management business areas ideal Experience dealing with users or clients from either a technical or business area. Comfortable making presentations covering business, technical or sales. Detailed knowledge of; Project phasing and reporting On-site delivery Systems support Operational procedures Batch processing System sizing and capacity planning System backup, contingency and disaster recovery Regional roll outs Education & Preferred Qualifications Third level qualification essential ideally a Technical Bachelors Degree. Fluency in a European language highly desirable. Additional requirements A natural desire to bring order to IT systems and to automate processes A positive, customer-oriented, and energetic attitude An analytical, creative, and innovative approach to solving problems A desire to work hard, be challenged in a fast-paced environment, and have fun while doing it. 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, investment 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 you 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, experiences 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. Discover more at
Business Test Manager, Client Experience Group - VP
State Street Corporation
Who we are looking for: London Based, Client facing Business Test Manager with solid experience to define and implement joint test strategies with client and stakeholders across all in scope workstreams for projects. Why this role is important to us: The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What you will be responsible for: As Business Test Manager you will: Define and implement test strategies for onboarding clients into State Street's front to back Alpha platform. Responsible to drive and document scope and approach for Internal user acceptance testing across all workstreams and Joint user acceptance testing with client. Act as a Single point of contact for all testing & validation activities for Client, Business Analyst Group, Operational readiness, Business Operations, IT & Configuration teams. Project Management - Manage the project plan and team activities, facilitating communication upward to the management team level and across all development units (e.g. business analysis, development, quality assurance) to manage risk and communicate issues Leading joint Triage Process during client Test execution Triage Investigation Requests, issue/defect assignments, tracking & follow-ups, provide status reports on various test issues/defects Collaborate with business leads and IT leads to define architectural requirements in order to finalize client test platform requirements Design & Architect conversion simulation, Test parallel & Production parallel tests. Analyze portfolio data requirements for end to end test validations, creating test data strategy for end client reporting Test Estimations and Resource Planning- Internal & external which impacts across the program, Business, Operation, Business Analysts, Program Managers, Test (internal & external) Analyze and document the business specifications for technical and functional changes, defining the required test design approach within the business specification documents. Define and document features and functions, within the business specifications, in support of requested changes Define and document current and future state operating models as required Provide periodic and ad hoc status reporting to senior management and relevant PMOs What we value: These skills will help you succeed in this role: Experience in implementation of large client onboardings with complex architecture, multiple teams and functionalities. Effective organizational, decision making, and communication skills Knowledge / Experience of Middle Office Recordkeeping and Transaction processing is essential Onboarding services for Middle office - having product knowledge is essential; good understanding in Transaction Management, Recording Keeping, Corporate Actions, OTC derivatives, Performance & analytics, Reconciliation, Reporting, Cash Management, etc Balance of Technical /Business & Quality Assurance, excellent presentation skills This is a leadership position and will be expected to bring the regional and global teams together to collaborate across current and future deals Ability to work in a high paced environment, be flexible, follow tight deadlines, organize and prioritize work. Education & Preferred Qualifications: Strong experience in the financial services industry or global consulting firm: preferably Middle Office business processing, Investment management, Asset management areas Experience in Charles River implementations and test co-ordination with Front office users. Domain knowledge and be able to understand the various instrument types like Equities, Bonds, Futures, Options, FX and OTC Derivatives Strong user of the Microsoft Office Suite of products including Microsoft Project and effective status reporting Strong SQL skills and understanding of data warehousing concepts Software development life cycle experience is a must Additional requirements: Ability to work on multiple projects concurrently and prioritize work accordingly Exposure to front office applications and functions Prior experience in working in integrated front to back applications 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, investment 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 you 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, experiences 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. Discover more at StateStreet.com/careers
Nov 30, 2021
Full time
Who we are looking for: London Based, Client facing Business Test Manager with solid experience to define and implement joint test strategies with client and stakeholders across all in scope workstreams for projects. Why this role is important to us: The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What you will be responsible for: As Business Test Manager you will: Define and implement test strategies for onboarding clients into State Street's front to back Alpha platform. Responsible to drive and document scope and approach for Internal user acceptance testing across all workstreams and Joint user acceptance testing with client. Act as a Single point of contact for all testing & validation activities for Client, Business Analyst Group, Operational readiness, Business Operations, IT & Configuration teams. Project Management - Manage the project plan and team activities, facilitating communication upward to the management team level and across all development units (e.g. business analysis, development, quality assurance) to manage risk and communicate issues Leading joint Triage Process during client Test execution Triage Investigation Requests, issue/defect assignments, tracking & follow-ups, provide status reports on various test issues/defects Collaborate with business leads and IT leads to define architectural requirements in order to finalize client test platform requirements Design & Architect conversion simulation, Test parallel & Production parallel tests. Analyze portfolio data requirements for end to end test validations, creating test data strategy for end client reporting Test Estimations and Resource Planning- Internal & external which impacts across the program, Business, Operation, Business Analysts, Program Managers, Test (internal & external) Analyze and document the business specifications for technical and functional changes, defining the required test design approach within the business specification documents. Define and document features and functions, within the business specifications, in support of requested changes Define and document current and future state operating models as required Provide periodic and ad hoc status reporting to senior management and relevant PMOs What we value: These skills will help you succeed in this role: Experience in implementation of large client onboardings with complex architecture, multiple teams and functionalities. Effective organizational, decision making, and communication skills Knowledge / Experience of Middle Office Recordkeeping and Transaction processing is essential Onboarding services for Middle office - having product knowledge is essential; good understanding in Transaction Management, Recording Keeping, Corporate Actions, OTC derivatives, Performance & analytics, Reconciliation, Reporting, Cash Management, etc Balance of Technical /Business & Quality Assurance, excellent presentation skills This is a leadership position and will be expected to bring the regional and global teams together to collaborate across current and future deals Ability to work in a high paced environment, be flexible, follow tight deadlines, organize and prioritize work. Education & Preferred Qualifications: Strong experience in the financial services industry or global consulting firm: preferably Middle Office business processing, Investment management, Asset management areas Experience in Charles River implementations and test co-ordination with Front office users. Domain knowledge and be able to understand the various instrument types like Equities, Bonds, Futures, Options, FX and OTC Derivatives Strong user of the Microsoft Office Suite of products including Microsoft Project and effective status reporting Strong SQL skills and understanding of data warehousing concepts Software development life cycle experience is a must Additional requirements: Ability to work on multiple projects concurrently and prioritize work accordingly Exposure to front office applications and functions Prior experience in working in integrated front to back applications 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, investment 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 you 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, experiences 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. Discover more at StateStreet.com/careers

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