Company Profile

Charles River provides an end-to-end solution to automate front and middle office investment management functions across asset classes on a single platform. Delivered as a hosted service, the solution offers a simplified operating model that improves data quality and investment professional productivity, controls risk and lowers technology costs. Charles River serves more than 350 investment firms in 44 countries in the institutional asset and fund management, private wealth, alternative investments, insurance, banking, and pension markets.

Background

CRD Ltd is seeking to recruit an experienced pre-sales professional to join the XXXX based Sales Engineering Team. The role is positioned as an Industry & Product Expert and leads the pre-sales effort to educate prospects in the use, features and benefits of Charles River solutions including the Alpha Data Platform

Responsibilities:

• Lead and deliver detailed product presentations and demonstrations to highly sophisticated investment professionals. (to both new and existing clients)
• Work closely with Regional Sales Managers to ensure all product, workflow and best practice questions are thoroughly addressed.
• Work closely with Product Management in communicating market needs and provide input to product design.
• Represent Charles River Development Ltd at conferences and trade show exhibits.
• Coordinate or assist in general prospect visits or product test pilot projects.
• Assist with RFP and RFI preparation.

Requirements:

• Extensive professional experience in the investment management/investment systems space within the pre-sales or sales arena, within the front office /buy side industry.
• Solid general investment industry knowledge essential.
• Strong, in-depth knowledge in two or more of the following areas:

• Portfolio Management
• Trading
• Compliance
• Post Trade process (confirmation, settlement, corporate actions etc.)
• Data management
• A good knowledge across all asset classes is essential and extensive knowledge in two or more of the following areas is ideal:

• Equity Securities,
• Fixed Income Securities,
• Derivatives
• Currency/Money Markets
• Private investment
• Experience in Securities Trading, Portfolio Management, Investment IT or Product Management highly desirable
• Basic underlying understanding of SQL would be very beneficial
• Understanding of cloud/SaaS solutions

Qualifications:

• University degree preferably in finance or technology discipline.
• Excellent presentation skills particularly to large audiences
• Excellent verbal and written communication skills
• Consultative presentation and selling style
• Comfortable with PC technology and general applications
• Fluency in a second/third language is desirable but not essential.

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