Lead or Co-manage implementation projects for CRD
Providing a single point of contact for a client
Providing on-going communication and evaluation of project status
Interpreting workflow analysis documents and the conversion of these documents into specifications for CR IMS configuration
Providing guidance to customers around best practice implementations and efficient workflow configuration
Undertaking the daily execution of the project plan steps
Ensuring that a client’s needs are understood and documented
Providing proactive leadership in a client’s utilization of CRD products and services
Facilitating conference calls & meetings with other consultants product experts
Communicating pertinent information on upgrades and major releases
Managing training and consulting resource requests
Monitoring and assisting with the issue escalation process
Responding to additional product requests
Managing the co-ordination of work undertaken by CRD’s representatives in other locations
Maintain a general awareness of industry changes/trends

Minimum of 10 years of progressively responsible experience in the Financial / Software Services industry
Bachelor's Degree from a leading university or college in Finance, Business/Mathematical Finance, Economics or Computer Science
Advanced degree or industry certification such as the CFA is a strong plus
Experience of managing large projects or multiple smaller projects
Extensive Front Office experience (order management, dealing with Fund Managers/Traders)
Applications experience with Charles River Trading System/Compliance Master or Equivalent (competitor)
Excellent market instrument knowledge
Fixed Income/derivatives etc.
Some technical knowledge, ideally SQL
Experience of doing a full life cycle implementation is essential
Comfortable making presentations covering business, technical or sales

Principal Consultant, Fixed Income, OTC Front Office Specialist, VP

Key skills