Boise, Idaho, United States · On-site
Job Summary: Service Delivery Managers are responsible for establishing, maintaining, and managing strong relationships with Clearwater’s clients, serving as the main point of contact and ensuring ongoing client engageme…
Skills: Financial Services, Investment Accounting, Structured Products, Derivatives, Fixed-income Securities
Boise, Idaho, United States · On-site
Job Summary: The Data Migration Specialists play a crucial role in enhancing our system's automation, speed, accuracy, and workflow. They employ tools such as Excel, SQL, VBA, and Python to collect and analyze data, reso…
Skills: Accounting, Advanced Excel, Financial Markets, Project Management, Microsoft Office
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
New York, New York, United States · Hybrid
$179k–$243k/yr
Clearwater Analytics is the leading SaaS platform for investment accounting, risk, and performance. We serve some of the world’s largest insurance companies, hedge funds, asset managers, and institutional investors. We d…
Skills: Quantitative Development, FX Vanilla Options, FX Exotic Options, Python, Volatility Modeling
Hong Kong, Hong Kong Island, Hong Kong S.A.R. · 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: Client Servicing, People Management, Insurance Market Knowledge, Investment Management, Fixed Income Investments
Bengaluru, Karnataka, India · On-site
The Team: The Product Business Analyst supports the development of straight-through processing (STP) solutions that integrate with third-party vendors associated with our clients, such as data providers, trade affirmatio…
Skills: Business Analysis, Capital Markets, Investment Banking, Data Analysis, Trade Lifecycle
Noida, Uttar Pradesh, India · On-site
Job Summary: Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to inves…
Skills: Investment Accounting, Financial Statements, Asset Classes, Financial Markets, Reconciliation
Noida, Uttar Pradesh, India · On-site
Job Summary: Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to inves…
Skills: Investment Accounting, Financial Statements, Asset Classes, Financial Markets, Reconciliation
Boise, Idaho, United States · On-site
$89k–$115k/yr
Job Summary: The Solutions Consultant plays a crucial role in collaborating with prospects and clients to address pain points within their current operational framework. Their primary goal is to secure new business by sh…
Skills: Data Analysis, Microsoft Office, Documentation, Verbal Communication, Written Communication
Chicago, Illinois, United States · On-site
$85k–$120k/yr
This team sits within Clearwater Analytics and supports clients leveraging our Enfusion PMS capabilities, a core part of our portfolio management and accounting platform. The team operates across front, middle, and back-…
Skills: Portfolio Management Systems, Middle Office Operations, Trading Workflows, P&L Analysis, Portfolio Accounting
Mumbai City, Maharashtra, India · On-site
At Clearwater Analytics, we are on a mission to become the world's most trusted and comprehensive technology platform for investment management, reporting, accounting, and analytics. We partner with sophisticated institu…
Skills: Software Functional Testing, Java, Typescript, VBScript, Selenium
Chicago, Illinois, United States · On-site
$48k–$62k/yr
Job Description Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to in…
Skills: Investment Accounting, Financial Statements, Amortization, Interest Income, Microsoft Office
Chicago, Illinois, United States · Remote OK
$130k–$165k/yr
At Clearwater Analytics, compensation isn't just an HR function — it's a strategic lever. We're a high-growth global fintech company, and as we expand our footprint across regions and business lines, we're looking for a …
Skills: Compensation Analysis, Job Architecture, Market Benchmarking, Pay Grade Design, Financial Modeling
Boise, Idaho, United States · On-site
As the HR Business Partner, you will serve as a strategic partner and trusted advisor to business leaders, particularly focusing on high growth and transforming our Operations organization. You will leverage your experti…
Skills: Talent Management, Organizational Development, Strategic Partnering, Performance Management, Change Management
London, England, United Kingdom · On-site
Job Summary: As an Accounting and Regulatory Lead Product Manager, you will play a critical and hands-on role as we continue to refine, enhance, and grow our investment accounting and regulatory product in the EMEA and A…
Skills: Product Strategy, Roadmap Prioritization, Investment Accounting, Regulatory Reporting, Financial Analysis
San Jose, California, United States · Hybrid
Location: San Jose, CA or Boise, ID Clearwater Analytics delivers a unified, front-to-back investment management platform for institutional investors across public and private markets. Our platform, including products li…
Skills: UX Design, Design Systems, Wireframing, Prototyping, User Research
Chicago, Illinois, United States · Hybrid
$129k–$174k/yr
Clearwater Analytics’ mission is to become the world’s most trusted and comprehensive technology platform for investment reporting, accounting, and analytics. With our team, you will partner with the most sophisticated a…
Skills: Java, Python, AWS, Azure, GCP
City of Edinburgh, Scotland, United Kingdom · On-site
Job Summary: The Technical Data Analyst is responsible for maintaining investment data for clients. This role involves tasks such as analyzing and organizing raw data, building data systems and pipelines, conducting comp…
Skills: Cloud Platforms, Big Data Technologies, Database Design, Data Warehouse Principles, Investment Data
City of Edinburgh, Scotland, United Kingdom · On-site
Job Summary: The Data & Recon Team Lead is responsible for overseeing all aspects of intelligence gathering, data analysis, and strategic decision-making. They must possess strong analytical skills, proficiency in techni…
Skills: Project Management, Data Analysis, Data Modelling, Data Warehousing, Data Quality Assurance
City of Edinburgh, Scotland, United Kingdom · On-site
Job Summary: The Team Lead leads a technically sophisticated team responsible for delivering Clearwater’s Prism product to clients. They handle performance management, identify learning opportunities, and serve as an esc…
Skills: Accounting, Team Leadership, Financial Instruments, Project Management, Data Migration
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The Service Delivery Manager acts as a trusted advisor and main point of contact for clients to solve complex investment reporting and portfolio accounting challenges. They oversee daily reporting support, manage client engagement models, and provide guidance to team analysts.
Candidates should have a bachelor's degree in accounting or a related field and at least 3 years of relevant experience in investment management or financial services. Proficiency in investment accounting and structured products is required, along with strong communication and problem-solving abilities.
Job Summary:
Service Delivery Managers are responsible for establishing, maintaining, and managing strong relationships with Clearwater’s clients, serving as the main point of contact and ensuring ongoing client engagement, from the daily user to decision maker level.
They are viewed by our clients as a trusted advisor, solving complex investment reporting and portfolio accounting challenges, and acting as a strong internal advocate on their behalf. By maintaining knowledge of product enhancements and the changing investment accounting industry, they play a crucial role providing valuable insights to empower our clients to optimize their investment operations, ensuring client satisfaction and driving business growth.
Responsibilities:
Plans and oversees the fulfillment of accurate daily reporting support and service for clients, ensuring quality servicing, adherence to SLAs, and operational performance in line with SOPs.
Coordinate and execute resolution of service incidents and escalation of technical issues.
Manages Client Engagement Model & client health reporting, including planning and leading remote and in-person client engagement meetings and driving platform usage.
Provides client training on best practices around daily operational & trading support using Clearwater and advises how to leverage new features and enhancements.
Develops client relationships and expands network at those organizations, understanding client business and product needs.
Provides guidance and mentorship to Analysts in the team.
Required Skills:
Working knowledge of financial services and investment accounting.
Working knowledge of structured products, derivatives, fixed-income securities, etc. Preferred.
Self-starter who proactively seeks out solutions and expertise.
Able to execute in a fast paced and sometimes ambiguous environment.
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.
Education and Experience:
Bachelor's degree in accounting or similar field, or relevant experience in Investment Management, Insurance, FinTech, Investment Accounting, Financial Services, or Investment Operations.
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
