Product Specialist - Officer

Respond to requests for technical assistance via phone, email or in person (remotely or on-site).

Diagnose software issues and recommend the appropriate solution.

Analyze problems, answer questions and provide training related to the software.

Identify and test workarounds for bugs or deficiencies in the software.

Research issues dealing with third party software.

Follow a standard set of procedures and methods when responding to customer requests or inquiries.

Conduct research on questions and issues using available information resources and other product specialists.

Contribute to the continuous enhancement and improvement of support processes and methods.

Successfully handle “sensitive” issue related situations that affect the perception of how CRD resolves customer problems.

Manage special projects as required. 

Keep a detailed log of all customer interactions and prepare resolution reports for issues reported by the customer.

Complete any other related task as assigned.

Education and Experience Requirements 12+ years overall work experience in the world of Financial Technology 

Four (4) year degree in a technical field such as Finance, Economics, Financial Engineering, Mathematical Finance or another relevant field

MBA or CFA or FRM is preferable 

Thorough understanding of Trade Life Cycle and System Development Life Cycle

Experience in the Charles River application or any Order Management and Execution Management Systems is preferred

Prior trading support, Middle and Back Office Operations, Fund Accounting or Trading experience is highly preferred.

Advanced working knowledge of Fixed Income, Derivative and Equity financial instruments

Prior experience of interacting with Portfolio Managers, Traders, Brokers is preferred  

Strong communication and interpersonal skills, written and oral; confident in interaction with senior stakeholders.

Strong analytical skills including process analysis. Very strong interest in the underlying detail of the analysis is a must.

Demonstrate excellent process and project management skills.

Ability to organize, prioritize, balance key tasks and manage time effectively.

Comfortable facilitating project working groups and possesses strong data gathering skills.

Must be customer driven, have the ability to work within a team environment, and be focused on providing a high quality of service to the customer.

Good understanding of SQL

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  a

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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