Senior Product Specialist, AVP

Job Description

What are we looking for

Provide Functional application technical support to CRD customers in the Fixed Income and Derivative space.

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.

What you will be responsible for

Function as a central support representative for Fixed Income and Derivatives, collaborating with Product and Engineering to translate client needs into actionable feedback and solutions.

Provide technical support by diagnosing issues, resolving inquiries, and delivering user guidance and training.

Investigate complex technical problems, including third-party integrations, and develop and test effective workarounds.

Deliver high-quality client support, including managing sensitive or high-impact issues with professionalism.

Adhere to established support procedures while contributing to continuous process improvement.

Maintain accurate documentation of client interactions and issue resolutions.

Support special projects and additional duties as needed to support team and organizational objectives

Education & Preferred Qualifications:

Bachelor’s degree in technical discipline (Finance, Economics, Financial Engineering, Fintech, or related field); advanced degree (MBA or Master’s) preferred; SIE or CFA Foundations certifications are highly desirable

Medium to advanced fixed income instruments derivative product knowledge along with an understanding of the Trade Life Cycle.

Excellent communication and interpersonal skills, with the ability to confidently engage senior stakeholders, facilitate working sessions, and gather requirements effectively

Strong analytical and problem-solving skills, with a high level of attention to detail and demonstrated experience in process analysis.

Proven ability to prioritize, manage multiple tasks, and operate effectively in a fast-paced, client-driven environment

Team-oriented and customer-focused, with a strong commitment to delivering high-quality outcomes

Minimum 12 years of experience in financial technology, including trading support, middle/back-office operations, fund accounting, or front-office trading, with exposure to Charles River IMS or similar OMS/EMS platforms
Basic working knowledge of SQL

Shift Timing:

The candidate should be able to work during EST hours 8:00 am EST to 5:00 pm EST

About Charles River Development

Charles River Investment management System in a platform that provides many Front-Office functions including Portfolio Management, Order Management and Execution, Compliance, Performance & Attribution, Modelling, Scenario Analysis, and Wealth Management.

We are part of the State Street Bank. 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 in 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 location, 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 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 programs 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.

Interested in learning more about us? Visit our www.statestreet.com www.crd.com LinkedIn page: State Street on LinkedIn

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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