Technical Consultant, Officer

Consultant – Offshore Fintech - Technical Consultant (Officer)

Charles River Development | Engineering / Professional Services

Role Summary

Consultants – Offshore support the technical implementation of the Investment Management Solution Application by contributing to configuration, development, integration, and testing activities across client implementations.

This role requires a solid understanding of investment management systems, hands‑on technical skills, and the ability to work effectively within project teams to implement client requirements under established solution designs and guidance. Consultants collaborate closely with senior consultants, project managers, and global delivery teams to help deliver stable, production‑ready solutions and support client readiness for go‑live.

What We Are Looking For

We are seeking implementation professionals with foundational to intermediate experience in financial technology delivery, ideally within capital markets or investment management environments. The ideal candidate brings 10-12 Years of relevant industry experience, gained within a consulting firm, financial institution, or financial software provider.

Candidates should have hands‑on experience contributing to Front, Middle, or Back Office implementations, possess strong technical fundamentals, and demonstrate the ability to learn CRIMS functionality and capital markets workflows.

Key Responsibilities

As a Consultant – Offshore (Officer), you will:

Contribute to platform’s technical implementations across Front, Middle, and Back Office workflows under guidance

Assist in analyzing and translating business and technical requirements into CRIMS configurations and components

Configure and develop application components based on established designs and standards

Support system testing activities, including functional, integration, and regression testing

Investigate, troubleshoot, and resolve technical issues with support from senior team members

Ensure configurations and deliverables meet quality, stability, and operational standards

Participate in go‑live readiness activities and provide implementation support post‑deployment

Follow CRD SDLC, documentation standards, and delivery best practices

Collaborate effectively with global delivery teams and stakeholders

What We Value

Consultants (Offshore) are expected to demonstrate:

Experience contributing to Investment Management or Capital Markets system implementations

Strong problem‑solving skills with attention to detail and quality

Ability to work effectively in structured delivery environments

Willingness to learn product functionality, domain concepts, and delivery processes

Clear communication and collaboration skills within project teams

Technical Skills & Experience

Working knowledge and hands‑on exposure to the following is expected:

Programming & Development

C# (working proficiency)

Core Java (working proficiency)

SQL Server (querying, joins, basic performance analysis)

Batch jobs

ETL basics

AI

Data & Reporting

Exposure to ETL or data processing tools (e.g., Pentaho, Talend)

Basic experience with reporting tools such as SSRS

Data validation and reconciliation support

Cloud & Platforms

Exposure to cloud platforms such as Azure or AWS

Familiarity with cloud‑based deployments is a plus

Snowflake exposure is beneficial but not mandatory

Integration & Market Data

Awareness of industry interfaces (e.g., FIX, SWIFT)

Exposure to market and reference data providers (e.g., Bloomberg, MSCI) is a plus

Education & Preferred Qualifications

Bachelor’s degree in Engineering, Computer Science, or a related technical discipline

Strong foundation in:

Object‑oriented programming

Databases and SQL concepts

Enterprise application fundamentals

Agentic and Gen AI efficient Usage

Exposure to financial systems, data integration, or distributed systems is desirable

Relevant certifications are a plus:

Azure / AWS fundamentals

Technical or financial certifications

Progress toward CFA is an advantage

Experience Requirements

10-12 years of relevant professional experience in financial technology or enterprise software

Hands‑on experience in one or more of the following areas:

Application configuration or development

System integration and data processing

Reporting or analytics support

Capital markets or investment management platforms

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.

About State Street

State Street is one of the world’s largest custodians, asset managers, and asset intelligence companies. For over 200 years, we have helped clients safeguard and grow the investments of millions of people worldwide. Our services span investment servicing, data & analytics, research, trading, and investment management.

We are committed to fostering an inclusive, flexible, and growth‑oriented workplace. Employees benefit from competitive compensation, comprehensive benefits, flexible work programs, learning platforms, and opportunities to make a meaningful impact in their communities. 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

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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