Our office locations for this role are: Candidates must have strong Equities background for this role.

Principal

Consultants serve as subject-matter experts in the implementation and upgrade of the Charles River Investment Management Solution (CRIMS). Their contributions include defining client requirements, configuring and tuning the solution to the client’s business and technical needs, training clients, testing workflows and resolving issues before taking the client “live”. Compliance, Equity, Fixed Income, Investment Solutions, Technology, Wealth Management or Project Management.

This includes the ability to build effective working relationships, manage difficult situations and influence key decision-makers. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Join us if delivering next generation infrastructure, using emerging technologies like AI and Blockchain sounds like a challenge you are up for.

Serve as subject-matter expert within CRIMS implementation and upgrade projects. Analyze and evaluate requirements while providing product expertise and guidance throughout the project. Analyze and evaluate client requirements in order to help Charles River respond to sales opportunities.

Contribute to sales presentations and proof-of-concept projects to demonstrate the potential of CRIMS to satisfy specific client needs. Advise on best practices regarding the implementation and operation of Charles River solutions and services. Document and communicate product improvements as part of client-specific implementation projects or in response to trends in the marketplace.

Contribute to software quality by clearly communicating defects to Technical Support and Product Management. Identify errors and mistakes in documentation and suggest corrections and improvements. Compliance, Equity, Fixed Income, Investment Solutions, Technology, Wealth Management or Project Management.

Experience supporting or implementing investment management solutions within a bank, hedge fund, asset manager or wealth management firm.

Experience with order management and compliance solutions is especially valuable.



Advanced knowledge of fixed income or equity financial instruments.

Experience with investment management or wealth management work flows. Solid understanding of derivatives and FX instruments. Basic command of SQL and understanding of relational databases. Must have the ability to work within a team environment and be focused on providing high-quality service to our clients.

Strong verbal and written communication skills including the ability to convey plans, issues and risks to clients and team members in a clear and concise manner. Analytical thinker who can decompose complex issues into components and perform root cause analysis. Strong time management skills including the ability to manage multiple projects in parallel.

Four (4) year degree in a business or technical field such as Finance, Mathematical Finance, Economics, Engineering, or Computer Science. An advanced degree or industry certification such as the CFA is a strong plus. The ability to travel to client sites throughout the United States and Canada as well as the ability to work effectively when remote from clients.

Travel of 30-50% is typical but may exceed that at any given year.

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, investments research & trading and investment management to institutional clients. 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 match your needs.





And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity, and Social Responsibility. 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. Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability.

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. As an Equal Prospect 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. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.

An employer who violates this law shall be subject to criminal penalties and civil liability.

📌 Principal Implementation Manager - Equities / Investment Software Implementation - Charles River Development (Toronto)
🏢 Charles River Development
📍 Toronto