At a Glance
- Tasks: Engage with clients to enhance their use of our investment management platform.
- Company: Join a leading firm in investment management technology.
- Benefits: Competitive pay, flexible work options, and extensive development support.
- Other info: Collaborative environment with opportunities for career growth.
- Why this job: Make a real impact by improving client satisfaction and product adoption.
- Qualifications: Experience in product management and business analysis in financial services.
The predicted salary is between 80000 - 100000 £ per year.
The role of Client Enablement – Functional Specialist (Front Office) is a hands‑on product management position at Charles River Development. The Client Enablement team at Charles River is specifically focused on increased adoption of Charles River’s multi‑asset solution set, and this role is geared toward ensuring front‑office users of Charles River are leveraging the platform as much as possible based on best practices and industry standards. The candidate will provide business acumen and best‑practice guidance to engage with client personas to improve usage of the Charles River Investment Management solution.
Responsibilities will include:
- Interacting with internal client‑management representatives, client stakeholders, and experts within CRD’s product management, professional services and technical support teams.
- Engagement with portfolio managers, traders, compliance officers, and technology‑staffed members to align client usage to key success criteria.
- Solutioning for increased usage of specific Charles River modules, including evaluation of client requirements, review of existing product capabilities, and developing an engagement and delivery strategy.
- Serving as an advocate and internal stakeholder for the product area with respect to sales engagements, implementation solutioning, and broader business development efforts.
The team you will be joining is a critical component for the successful delivery of the Charles River Investment Management Solution and State Street Alpha, a market leader in providing a comprehensive end‑to‑end investment management platform covering front, middle and back office.
What You Will Be Responsible For:
- Understanding the common day in life use case and usage patterns for front office personnel and investment management professionals, including portfolio managers, traders, compliance users, and middle office/data personas.
- Documenting and capturing key requirements, identifying areas of usage improvement, highlighting prospective gaps, and developing a plan for increased adoption and user satisfaction.
- Contributing to the creation and maintenance of a client heatmap that will identify potential areas of focus for increased adoption.
- Providing business leadership, design and solution building feedback where gaps/issues do exist.
- Contributing to the near and long term product roadmap for enhancement projects.
- Building relationships for serving as a key client touch point for feedback gathering and solution evaluation.
- Interface with counterparts on the technical/development side to ensure team efficiency is maximized and strategic goals are understood and executed upon.
- Coordinate engagement across Client Management, Sales, Professional Services, Support, and internal stakeholders for increasing client satisfaction and product adoption.
Qualifications:
- Experience in product management and business analysis for the Investment Management industry and technology solutions servicing this market.
- Bachelor’s Degree in engineering, product management, business administration, finance or equivalent, and/or other work experience in a technical setting.
- Experience in Financial Services is required.
- Experience working with remote teams.
- Strong analytical and problem‑solving skills.
- Strong contributor with high motivation, with the ability to take initiative, set priorities and perform tasks with minimal guidance.
Benefits:
Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance, savings plans and other perks. You’ll have access to a 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.
EEO Statement: State Street is an equal opportunity and affirmative action employer. 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.
StudySmarter Expert Advice🤫
We think this is how you could land Client Enablement - Functional Specialist, Charles River Development, Vice President
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Charles River Development. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Enablement - Functional Specialist, Charles River Development, Vice President
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Charles River Development.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Charles River Development's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Charles River Development
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Charles River Development.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Charles River Development will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Charles River Development employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
