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Charles River Implementation Consultant.............Boston, Massachusetts

Hi ,

Hope you are doing great….

Please go through the below job description, If you are comfortable with JD share your updated resume with contact details .

 

 

Title:  Charles River Implementation Consultant

Location: Boston, Massachusetts

Duration: 6+ Months contract

Interview : Webex and phone/skype

 

 

Description:

 

Experienced Charles River implementation consultant who will be expected to perform the activities in the Charles River modules described below.

 CR Manager:

Candidate may perform the following activities to support Portfolio Management.

  • Load and configure portfolios to optimize decision support and order generation workflows
  • Configure Manager Workbench profiles
  • Import indexes for benchmark comparison in the Manager Workbench
  • Modify Manager Workbench profiles to incorporate benchmarks
  • Advise State Street on optimal Portfolio Management workflows and assist State Street with configuration
  • Assist State Street with unit, regression, and acceptance testing of all Portfolio Management workflows, layouts, and profiles
  • Assist State Street with documenting all end-state workflows using standard Charles River template, or similar.

CR Trader

Candidate may perform the following activities to support Trading and Execution.

  • Assist State Street with implementation of electronic trading workflows
  • Configure order blotter views and columns leveraging standard system features to manage trades such as Computed Columns and Charting
  • Configure broker, commission and settlement rules
  • Configure embedded links to web pages
  • Schedule Beginning of Day (BOD) batch for start of day prices into the System from Bloomberg or State Street Systems
  • Configure execution destinations and TCA icons in broker bars
  • Assist State Street with assessment of pre & post TCA requirements
  • Assist State Street with unit, regression, and acceptance testing of all Trading / Execution workflows, layouts, and profiles
  • Assist State Street with documenting all end-state workflows using standard Charles River template. 

CR Compliance

Candidate may perform the following activities to support Compliance.

  • Advise State Street of optimal use of default compliance rules and compliance staff workflows.
  • Implement up to compliance rules and informally train State Street to implement the remaining compliance rules. 
  • Implement Pre-trade, Post-Trade, and Portfolio workflows
  • Assist State Street with unit, regression, and acceptance testing of all Compliance workflows, layouts, and profiles. 
  • Assist State Street with testing of Compliance rules.
  • Assist State Street with documenting all end-state Compliance workflows using standard Charles River template, or similar. 

Post Trade

Candidate may perform the following activities to support Post Trade and Settlement.

  • Integrate with post trade order matching for domestic and international trades
  • Configure SSI-Standing Settlement instructions –Account and Broker
  • Assist State Street with unit, regression, and acceptance testing of end-state Post Trade and Settlement workflows
  • Assist State Street with documenting all end-state workflows using standard Charles River template, or similar. 

IBOR

Service provided will perform the following activities to support the IBOR module.

  • Configuration of imports, exports, system parameters, etc. to support IBOR batch processing and workflows.
  • Assist State Street with unit, regression, and user acceptance testing of IBOR functionality
  • Assist State Street with Documenting end-state workflows for IBOR using standard Charles River template, or similar.

PMAR

Candidate will perform the following activities to support Performance Measurement, Attribution and Risk.

  • Configure PMAR module to calculate daily and monthly returns for accounts, composites and benchmarks and the ACCOUNT and SECURITY level.
  • Configure data imports for Performance interfaces
  • Load historic returns and benchmark data into CRIMS
  • Set up and test Performance  Return, Attribution and Ex Post Risk Reports
 
 
 
 
 
 
 
 
 
 
 
 

Regards

Devendra Yadav

VSG Business Solutions

221 Cornwell Dr Bear, DE

Phone: 302-261-3207 Ext: 122

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