Paris, Ile-de-France, France · 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
Paris, Ile-de-France, France · On-site
Job Summary: Implementation Analysts 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 teams t…
Skills: SaaS Onboarding, Investment Accounting, Excel, SQL, Project Management
City of Edinburgh, Scotland, United Kingdom · 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
Paris, Ile-de-France, France · On-site
Job Summary: Client Servicing Team Leads are responsible for leading and managing a team of client servicing professionals, focused on maximizing employee engagement, and building a culture of teamwork, collaboration, co…
Skills: People Management, Client Relationship Management, Microsoft Excel, Problem Solving, Operational Excellence
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
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: Trade Affirmations, Trade Confirmations, Cash Reconciliation, Position Reconciliation, Corporate Actions
Mumbai City, Maharashtra, India · Hybrid
Software Engineer — Frontend (React / React Native / TypeScript)Location: Mumbai Hybrid: Yes (4 days WFO) Experience: 5–8 years Team: UI/UX Engineering — Capital Markets Platform About the roleWe are looking for a hands-…
Skills: React, React Native, TypeScript, CSS, Jest
Chicago, Illinois, United States · On-site
$60k–$85k/yr
The Team: The Interface Operations team are responsible for taking ownership of priority queries, workflows, and projects across third party interfaces, consistently delivering optimal solutions for clients. The team wil…
Skills: Break Resolution, Process Improvement, Workflow Design, Reconciliation, Client Relationship Management
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: Client Transitions, Investment Management, Portfolio Management, Investment Accounting, Regulatory Reporting
Mumbai City, Maharashtra, India · On-site
Manager – Trade Compliance Job Summary: Trade Compliance leads client-facing compliance operations and acts as a key bridge between onshore stakeholders, implementation managers, product development, and offshore teams. …
Skills: Trade Compliance, Pre-Trade Compliance, Post-Trade Compliance, Stakeholder Management, Financial Products
Bengaluru, Karnataka, India · On-site
The Role: The Static Data position is responsible for setting up of static data as per client specification during the Client Onboarding stage. Static Data also assists in new setups and maintenance of static data elemen…
Skills: Static Data Setup, Client Onboarding, Fund Structure, General Ledger Setup, Commissions Setup
City of Edinburgh, Scotland, United Kingdom · On-site
Job Summary: The Reconciliation Implementation Analyst is responsible for establishing reconciliation processes and thresholds for clients. They collaborate with stakeholders to gather requirements, design automated work…
Skills: Excel, VLOOKUP, SUMIF, Pivot Tables, Investment Accounting
Bengaluru, Karnataka, India · On-site
The Team: Supports the development of straight-through processing (STP) solutions that integrate with third-party vendors associated with our clients, such as data providers, trade affirmation platforms, fund administrat…
Skills: Business Analysis, Capital Markets, Investment Banking, Data Analysis, Trade Lifecycle
Boise, Idaho, United States · On-site
Implementation Analysts 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 teams to assess requ…
Skills: Excel, SQL, Relational Database Concepts, Accounting, Financial Markets Knowledge
Chicago, Illinois, United States · On-site
$60k–$85k/yr
The Implementations Project Management Associate will be responsible for overseeing the implementation of projects for our clients, ensuring successful outcomes through effective planning and resource management. Your di…
Skills: Project Planning, Resource Coordination, Financial Management, Client Relationship Management, Jira
Boise, Idaho, United States · On-site
Job Summary: The Lead LP Associate is responsible for managing relationships with Limited Partners (LPs) and assisting with the onboarding process for new LP clients onto the company's services. This role demands collabo…
Skills: Investment Accounting, LP Relationship Management, Project Management, Alternative Investments, Private Equity
Boise, Idaho, United States · On-site
Job Summary: The Lead LP Associate is responsible for managing relationships with Limited Partners (LPs) and assisting with the onboarding process for new LP clients onto the company's services. This role demands collabo…
Skills: Investment Accounting, LP Relationship Management, Project Management, Client Onboarding, SQL Querying
City of Edinburgh, Scotland, United Kingdom · Hybrid
Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations make the most of investment portfolio data…
Skills: Problem Solving, Organizational Skills, Interpersonal Skills, Verbal Communication, Written Communication
Noida, Uttar Pradesh, India · On-site
About Clearwater Analytics Clearwater Analytics (NYSE: CWAN) is a global, industry-leading SaaS solution provider for automated investment data management, analytics, and reporting. Each day, the Clearwater solution repo…
Skills: Product Management, Regulatory Reporting, Business Analysis, Agile/Scrum, User Story Writing
Boise, Idaho, United States · On-site
Client Servicing Associates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and a…
Skills: Investment Accounting, Financial Statements, Fixed Income, Equity Investments, Microsoft Office
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Lead the onboarding process for new clients onto a SaaS platform by assessing requirements and customizing accounting and reporting solutions. Manage stakeholder relationships and provide comprehensive platform training to ensure project objectives are met.
Requires a Bachelor's or Master's degree and 3+ years of experience in investment accounting and financial markets. Proficiency in SQL, relational databases, and a deep understanding of fixed income and equity investments are essential.
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 teams to assess requirements and customize solutions. These solutions are tailored to fulfill the client's accounting, compliance monitoring, performance measurement, risk analysis, and reporting necessities.
Responsibilities:
Demonstrates a deep understanding of Clearwater's core value proposition and effectively communicates its value to Clearwater clients.
Proficiently follows Clearwater Way methodologies for client implementation and onboarding, ensuring alignment and support.
Provides comprehensive training to Clearwater's clients on Clearwater's Platform.
Effectively communicates project status, issues, and risks to all relevant stakeholders.
Independently leads a project workstream with competence.
Skillfully troubleshoots and resolves customer issues during the implementation process.
Manages client and internal stakeholder relationships, including senior-level management, throughout the implementation process.
Delivers exceptional consultancy services, ensuring that project objectives align with project plans.
Identifies and promptly escalates risks and issues to the Project Manager and Senior Stakeholders for appropriate action.
Applies acquired skills and decision-making best practices to successfully complete various tasks.
Earns trust by consistently delivering accurate, timely, and comprehensive responses to routine inquiries, both in written and verbal contexts.
Has the ability to provide internal training to colleagues, sharing expertise effectively within the team.
Proficiently documents and suggests internal process improvements and product enhancements.
A seasoned professional with a comprehensive understanding of their specialization, adept at resolving a wide range of issues using creative solutions.
Identifies opportunities for improvement and takes the lead in implementing solutions within the team, contributing to continuous improvement efforts.
Required Skills:
Advanced knowledge of general investment accounting principles and practices. Beginning to understand nuances relating to at least one non-GAAP accounting basis (IFRS, STAT, TAX, etc.).
Leadership Skills to lead workstreams in implementation.
Advanced understanding of TVOM, duration, yield, returns, and risk exposures.
Advanced understanding of vanilla fixed income and equity investments.
Advanced Knowledge of investment accounting policies and procedures preferred.
Advanced Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income preferred.
Advanced Experience with relational database principles and SQL querying.
Project management skills preferred.
Strong computer skills, including proficiency in Microsoft Office.
Excellent attention to detail and strong documentation skills.
Outstanding verbal and written communication skills.
Strong organizational and interpersonal skills.
Exceptional problem-solving abilities.
Strong Analytical skills, being able to solve complex math problems.
Education and Experience:
Bachelor's / Master's degree in related field.
3+ years of relevant 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
