Product Specialist

About the Role

Key Responsibilities

• Respond to requests for technical assistance via phone, email or in person (remotely or on-site).
• Diagnose software issues and recommend the appropriate solution.
• Analyze problems, answer questions and provide training related to the software.
• Identify and test workarounds for bugs or deficiencies in the software.
• Research issues dealing with third party software.
• Follow a standard set of procedures and methods when responding to customer requests or inquiries.
• Conduct research on questions and issues using available information resources and other product specialists.
• Contribute to the continuous enhancement and improvement of support processes and methods.
• Successfully handle “sensitive” issue related situations that affect the perception of how CRD resolves customer problems.
• Manage special projects as required.
• Keep a detailed log of all customer interactions and prepare resolution reports for issues reported by the customer.
• Complete any other related task as assigned.

Requirements

• Degree in a technical field such as Finance, Economics, Financial Engineering, Mathematical Finance or another relevant field.
• 0-3 years overall work experience in the world of Financial Technology.
• Basic SQL skills.
• Strong communication and interpersonal skills, written and oral.
• Ability to organize, prioritize, balance key tasks and manage time effectively.
• Customer-driven mindset and ability to work within a team environment.
• Experience or familiarity with Fixed Income, Derivative, and Equity financial instruments is preferable.
• Understanding of Trade Life Cycle and System Development Life Cycle.
• Experience in Charles River application or any OMS/EMS is preferred.
• Prior trading support, Middle and Back Office Operations, Fund Accounting or Trading experience is highly preferred.
• Thorough understanding of fixed income instruments and derivative products is preferable.

Nice to Have

• MBA, CFA, or FRM certifications are preferable.
• Medium to advanced fixed income instruments derivative products knowledge is preferable.
• Advanced knowledge of Fixed Income, Derivative and Equity financial instruments.

Qualifications

• Degree in a relevant technical or financial field.
• 0-3 years of experience in financial technology or related support roles.

Benefits & Perks

• Competitive and comprehensive benefits packages including medical care, insurance, and savings plans.
• Flexible Work Program to match employee needs.
• Development programs and educational support.
• Paid volunteer days and matching gift programs.