London, England, United Kingdom · On-site
Job Summary: The Enfusion Onboarding division is responsible for onboarding all new clients onto Enfusion by Clearwater's front-to-back SaaS platform. An SME works across a portfolio of client implementations to provide …
Skills: Portfolio Management, Order and Execution Management, Pre- and Post-trade Compliance, Investment Operations, Data Reconciliation
Boise, Idaho, United States · On-site
Job Summary: The Software Development Engineer role at Clearwater Analytics spans a spectrum of responsibilities with a focus on designing, implementing, and managing software systems. The role requires continuous learni…
Skills: Data Structures, Algorithms, Object-Oriented Design, Modern Programming Languages, Analytical Skills
London, England, United Kingdom · On-site
Job Summary: The Business Development Representative (also known as a Sales Development Representative) engages with stakeholders to address their concerns about investment reporting accuracy and timeliness. Using advanc…
Skills: Relationship Building, Sales Techniques, Prospecting, CRM Management, Verbal Communication
Boise, Idaho, United States · On-site
Job Summary: A career as a Service Delivery Manager will provide you with the opportunity to establish and maintain strong relationships with some of the largest insurers, asset managers, corporations and/or government e…
Skills: Financial Services, Investment Accounting, Relationship Management, Client Engagement, Operational Performance
Boise, Idaho, United States · Hybrid
The Product Manager, Shared Services owns Clearwater's Customer Identity and Access Management (CIAM) platform and a growing portfolio of shared platform services that power the broader product ecosystem. CIAM is the anc…
Skills: CIAM, Identity And Access Management, OAuth 2.0, OIDC, SAML
Boise, Idaho, United States · On-site
Job Summary: The Data Flow Engineer's primary role is to create and manage data connections, perform validations, and execute transformations. Their work is integral to the ongoing process of iterative improvement, with …
Skills: SQL, Relational Database Principles, Groovy, Perl, Python
Noida, Uttar Pradesh, India · On-site
The Product Support Analyst (PSA) serves as an internal subject matter expert in reconciliation, covering data intake to the internal reconciliation service of the Clearwater system. In this role, PSAs provide guidance t…
Skills: Excel, SQL, Database Querying, Financial Markets Knowledge, Data Mining
Mumbai City, Maharashtra, India · On-site
About the Team Beacon by Clearwater is the AI-powered risk analytics and modeling arm of the Clearwater platform, giving institutional investors the tools to test scenarios and evaluate portfolio exposures in real time. …
Skills: Python, AWS, Azure, Terraform, Linux
Mumbai City, Maharashtra, India · On-site
About the Team Beacon by Clearwater is the AI-powered risk analytics and modeling arm of the Clearwater platform, giving institutional investors the tools to test scenarios and evaluate portfolio exposures in real time. …
Skills: Python, AWS, Azure, Terraform, Linux
New York, New York, United States · Hybrid
$102k–$144k/yr
Job Description: Clearwater Analytics is seeking a dynamic and results-driven Enterprise Sales Leader to join our sales team. As an Enterprise Sales Leader, you will play a pivotal role in driving revenue growth by ident…
Skills: Enterprise Sales, Prospecting, Lead Generation, Solution Selling, Deal Negotiation
Mumbai City, Maharashtra, India · On-site
About the Team Beacon by Clearwater is the AI-powered risk analytics and modeling arm of the Clearwater platform, giving institutional investors the tools to test scenarios and evaluate portfolio exposures in real time. …
Skills: Python, AWS, Azure, Terraform, Linux
Mumbai City, Maharashtra, India · On-site
About the Team Beacon by Clearwater is the AI-powered risk analytics and modeling arm of the Clearwater platform, giving institutional investors the tools to test scenarios and evaluate portfolio exposures in real time. …
Skills: Python, AWS, Azure, Terraform, Linux
City of Edinburgh, Scotland, United Kingdom · On-site
About Clearwater Analytics® Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organisations make the most …
Skills: Investment Accounting, Financial Markets, Regulatory Reporting, Excel, Problem Solving
Noida, Uttar Pradesh, India · On-site
Job Summary: The Reconciliation Analyst is responsible for comparing investment portfolio data from external sources with an advanced web-based system. Their primary responsibility is to guarantee the prompt and precise …
Skills: Investment Reconciliation, Financial Accounting, GAAP, IFRS, Microsoft Excel
City of Edinburgh, Scotland, United Kingdom · On-site
Job Summary: Lead Implementation Associates are responsible for aiding the onboarding process for new clients onto the company's SaaS platform and service model. They collaborate with both clients and various Clearwater …
Skills: Investment Accounting, SQL, Project Management, Fixed Income, Equity Investments
Hong Kong, Hong Kong Island, Hong Kong S.A.R. · On-site
Job Summary: The Business Development Representative (also known as a Sales Development Representative) engages with stakeholders to address their concerns about investment reporting accuracy and timeliness. Using advanc…
Skills: Relationship Building, Sales Techniques, CRM Management, Prospecting, Verbal Communication
Boise, Idaho, United States · On-site
Reconciles transactions and holdings of investment portfolios to data received from external portfolio providers, using a state-of-the-art web-based system. Responsibilities: Ensure timely delivery of accurate investment…
Skills: Investment Reconciliation, Microsoft Excel, SQL, Investment Accounting, Financial Analysis
London, England, United Kingdom · On-site
About the role: Clearwater Analytics is seeking an experienced, hands-on Product Manager to support our portfolio risk product initiatives, with a focus on Value at Risk (VaR), factor attribution, and stress testing. Thi…
Skills: Product Management, Value At Risk (VaR), Factor Attribution, Stress Testing, Quantitative Analysis
London, England, United Kingdom · On-site
About the Role We are looking for a strategic and hands-on Marketing Operations Manager. This role sits at the intersection of technology, data, and revenue — owning the systems, workflows, and analytics that power our m…
Skills: Marketing Operations, Salesforce, Marketo, Lead Lifecycle Management, Data Governance
Mumbai City, Maharashtra, India · On-site
Job Summary: In this role, you will be part of a talented and efficient Fund Services team that works on mission-critical projects within middle and back-office operations. You will manage various accounting and operatio…
Skills: Fund Accounting, Trade Reconciliation, Cash Management, Collateral Management, Corporate Actions
London, England, United Kingdom • On-site
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The SME is responsible for onboarding clients onto the Enfusion SaaS platform and providing deep domain expertise in portfolio and order management. They collaborate with product teams to enhance platform capabilities and streamline delivery processes for various client segments.
Candidates need 4+ years of experience in investment operations or fintech implementation with a strong understanding of the trade lifecycle. Proficiency in Excel and project management tools like JIRA and Salesforce is required.
Job Summary:
The Enfusion Onboarding division is responsible for onboarding all new clients onto Enfusion by Clearwater's front-to-back SaaS platform. An SME works across a portfolio of client implementations to provide deep domain expertise across Enfusion's core capabilities - including portfolio management, order and execution management (OEMS), and pre- and post-trade compliance. They are an integral part of a collaborative division spanning analysts, team leads, and programme managers. Working closely with product and development teams, they help shape and enhance the platform, streamline the client onboarding experience, and accelerate time-to-value through scalable, repeatable delivery processes.
Responsibilities:
Required Skills:
Education and Experience:
Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, CWAN’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, CWAN supports over $8.8 trillion in assets globally. Learn more at cwan.com.
Offices: 777 W. Main Street, Suite 900, Boise, Idaho 83702, US · 120 W 45th St, 15th Floor, New York, New York 10036, US · 52 Conduit St, First floor, London, England W1S 2YX, GB · 40 Torphichen Street, 5th Floor, Edinburgh, Scotland EH3 8JB, GB · Sector 125 Road, 2nd Floor, Noida, Uttar Pradesh 201301, IN
Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, CWAN’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, CWAN supports over $8.8 trillion in assets globally. Learn more at cwan.com.
Offices: 777 W. Main Street, Suite 900, Boise, Idaho 83702, US · 120 W 45th St, 15th Floor, New York, New York 10036, US · 52 Conduit St, First floor, London, England W1S 2YX, GB · 40 Torphichen Street, 5th Floor, Edinburgh, Scotland EH3 8JB, GB · Sector 125 Road, 2nd Floor, Noida, Uttar Pradesh 201301, IN
