Front Office Trading Applications (CRD)

5-10 years in operations
Contract W2
Work from home not available Travel not required

Job Description

Work for a team that is revolutionizing the management of multi-asset class data from any service provider or data vendor for a more holistic and integrated view of asset holdings.  This award-winning platform enables aggregation, enrichment, validation and client consumption of investment data. Primary Responsibilities:

  • Oversee and operate data operations on Clients CRD OMS & Compliance platform
  • Responsible to support trading, Portfolio construction activities from Data perspective on CRD
  • Primary liaison between all input data to CRD (Data vendors, upstream platform etc.)  and business users/
  • Oversee the daily production process for Clients data
  • Ensure compliance with State Street policy and procedures for data operations
  • Ability to work with technology teams to resolve issues and improve operational efficiency
  • Work closely with Development on production issues and identification of automation tools
  • Improve operational systems, processes and policies in support of the Clients mission -- specifically, support better information flow and management, business process and organizational planning
  • Identifies and implement opportunities to improve operational efficiency
  • Improve deal profitability through operational excellence focus
  • Lead, develop and coach team        


  • Required 5-10 years in operations supporting trading/portfolio management/performance/investment reporting/middle office functions in front office
  • Prior experience operating CRD is a must – Focus on reference data, analytics and benchmark management on CRD.
  • Experience interfacing with PM//Trading and compliance teams is required
  • Expert in reference data, benchmarks and analytics
  • Experience with analytics platforms like Port-Point/Yield book is a big plus
  • Strong analytical skills for solving technical issues with global customers, plus the ability to lead and take ownership.
  • Excellent communication, interpersonal and presentations skills. Rapport-building, negotiation, consensus-building and clear expectation setting and communications for clients as well as teams and members.
  • Process definition, implementation, management and improvement capabilities including the documentation thereof.
  • Scope, expectation and commitment setting, delivery and reporting for clients, teams and members.
  • Project planning, management and documentation for new and steady state operations.
  • Demonstrated ability to rationalize problems and use judgment and innovation to define clear and concise solutions.
  • Strong team management and leadership experience
  • CFA or master’s degree in finance preferred

Posted By

Joseph Ward

50 Federal Street Boston, MA, 02110

Dice Id : 10514640
Position Id : 743590
Originally Posted : 12 months ago
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