City of Edinburgh, Scotland, United Kingdom · On-site
Job Summary: The Program Manager is responsible for identifying and finalizes project/implementation scope. Develops detailed implementation plans including internal, client and third-party resourcing. Manages and coordi…
Skills: Jira, Excel, Clarizen, Salesforce, Financial Services
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 and SQL to collect and analyze data, resolving issues a…
Skills: Accounting Knowledge, Advanced Excel, Advanced SQL, Financial Markets Knowledge, Project Management
Boise, Idaho, United States · 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, Fixed Income, Equity Investments, Microsoft Office
Boise, Idaho, United States · On-site
Lead 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 investment an…
Skills: Investment Accounting, Financial Statements, Fixed Income, Equity Investments, Microsoft Office
Chicago, Illinois, United States · On-site
$100k–$168k/yr
The Team 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-…
Skills: Portfolio Management Systems, Client Implementation, People Leadership, Trading Workflows, Portfolio Accounting
Chicago, Illinois, United States · On-site
$89k–$115k/yr
As the Senior Business Analyst for our Portfolio Construction team, you will be responsible for overseeing the development and enhancement of our flagship Portfolio Construction product and related Portfolio Management S…
Skills: Product Design, Technical Specification Writing, Portfolio Construction, Advanced Excel, Scripting
Noida, Uttar Pradesh, India · On-site
Job Summary: The Implementations Project Manager has a diverse range of responsibilities, including defining project scope, creating detailed implementation plans with internal, client, and third-party resources, and ens…
Skills: Project Management, Investment Accounting, SaaS, Fintech, JIRA
Boise, Idaho, United States · On-site
The Lead Reconciliation Implementation Analyst is responsible for establishing reconciliation processes and thresholds for clients. They collaborate with stakeholders to gather requirements, design automated workflows, a…
Skills: Excel, VLOOKUP, SUMIF, Pivot Tables, Investment Accounting
Boise, Idaho, United States · On-site
The Lead Reconciliation Implementation Analyst is responsible for establishing reconciliation processes and thresholds for clients. They collaborate with stakeholders to gather requirements, design automated workflows, a…
Skills: Excel, VLOOKUP, SUMIF, Pivot Tables, Investment Accounting
New York, New York, United States · Hybrid
$156k–$211k/yr
Quantitative Developer - Securitized Products Clearwater Analytics | Location : NY About Clearwater Analytics Clearwater Analytics is the leading SaaS platform for investment accounting, risk, and performance. We serve s…
Skills: Quantitative Development, Securitized Products, Python, Cash Flow Modeling, Risk Analytics
City of Edinburgh, Scotland, United Kingdom · On-site
Job Summary: The Implementation Team Lead oversees a high-performing team of analysts and subject matter experts dedicated to supporting the onboarding of new Clearwater clients. They handle performance management, ident…
Skills: Accounting Knowledge, Team Leadership, Project Management, Financial Instruments, Data Migration
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 and SQL to collect and analyze data, resolving issues a…
Skills: Accounting Knowledge, Advanced Excel, SQL, Relational Databases, Financial Markets Knowledge
New York, New York, United States · On-site
$102k–$144k/yr
The Team: The Client Onboarding team is spread across three verticals (PMS, OEMS, and Managed Services Implementation) and is responsible for ensuring a smooth and efficient onboarding process for new clients. These team…
Skills: Project Planning, Requirements Gathering, Workflow Review, User Acceptance Testing, Product Setup
Noida, Uttar Pradesh, India · On-site
Responsibilities: Develop and manage regular cadence to communicate product road map and releases to both internal stakeholders. Develop and maintain custom components using Apex, LWC, and Flows.Support Salesforce org co…
Skills: Apex, LWC, Flows, SOQL, Salesforce CPQ
Boise, Idaho, United States · On-site
Job Summary: The Program Manager is responsible for identifying and finalizes project/implementation scope. Develops detailed implementation plans including internal, client and third-party resourcing. Manages and coordi…
Skills: Jira, Excel, Clarizen, Salesforce, Financial Services Experience
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
London, England, United Kingdom · Hybrid
Job Description: Clearwater Analytics is seeking a dynamic and results-driven Senior Enterprise Sales Leader to join our sales team. As an Enterprise Sales Leader, you will play a pivotal role in driving revenue growth b…
Skills: Enterprise Sales, Lead Generation, Solution Selling, Deal Negotiation, Pipeline Management
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
Boise, Idaho, United States · Hybrid
Job Summary: We’re looking for a curious, service-minded IT Support Specialist to join our Boise team. You’ll be the first point of contact for 700+ employees where you will be troubleshooting day-to-day tech issues, set…
Skills: Windows 10/11, Mac OS, Microsoft 365, Active Directory, Azure AD/Entra ID
New York, New York, United States · On-site
$89k–$115k/yr
As the Quantitative Business Analyst Risk & Performance for our Risk & Performance team, you will be responsible for overseeing the development and enhancement of our Value-at-Risk and Stress Testing products. You will c…
Skills: Value-at-Risk, Stress Testing, Market Data Analysis, Technical Specification Drafting, Quantitative Finance
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The Program Manager is responsible for defining project scope, developing implementation plans, and coordinating resources to ensure on-time delivery. They serve as the primary relationship manager for C-level clients and lead the transition from sales to delivery and client services.
Requires a bachelor's or master's degree in finance or accounting with over 7 years of project management experience working with external clients. Proven expertise in implementing software solutions within the asset management, insurance, or financial markets space is essential.
Job Summary:
The Program Manager is responsible for identifying and finalizes project/implementation scope. Develops detailed implementation plans including internal, client and third-party resourcing. Manages and coordinates with internal, client and third-party resources to ensure a successful, on-time quality implementation per plan. Generates weekly status reports, holds weekly status meetings with client and project team. Schedules and leads steering committee meetings with C-level client decision makers and Clearwater senior management. Serves as a trusted relationship manager responsible for ensuring timely, accurate, and thorough responses to all client inquiries and a successful transition to the steady-state servicing team. Manages and reports on budget for implementations. Possess the ability to seek out, recommend, and implement continuous service improvements within the project timeline (and future projects). Leads the transition from Sales team to Global Delivery team pre-project kick-off and from Global Delivery to Client Services upon implementation.
Responsibilities:
Identifies and finalizes project/implementation scope.
Develops detailed implementation plans including internal, client and third-party resourcing.
Manages and coordinates with internal, client and third-party resources to ensure a successful, on time and with quality implementation per plan.
Generates weekly status reports, holds weekly status meetings with client and project team.
Schedules and leads steering committee meetings with C-level client decision makers and Clearwater senior management.
Manage and report on budget for implementation.
Seek out, recommend, and implement continuous service improvements.
Serves as a trusted relationship manager responsible for ensuring timely, accurate, and thorough responses to all client inquiries and a successful transition to the steady-state servicing team.
Be the bridge between various business stakeholders including Client Servicing team, Sales team, and Development team.
Ability to run multiple simultaneous implementations with minimal oversight.
Required Skills:
Expert Technical skills in JIRA, Excel, Clarizen and Salesforce. Explores, trials, and provides trusted recommendations for the use of other tools and technologies as use cases arise.
Financial Services Experience (Investment, Banking, Insurance, FinTech, etc).
Project manage in a matrix reporting environment.
Investment accounting and reporting knowledge.
Familiarity with Software-as-a-Service (SaaS) platforms and delivery model
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 and/or master's in finance or accounting.
7+ years of relevant project management and implementation experience working with external clients.
Proven experience implementing software solutions within Asset Management, Market Data and/or Insurance space.
Consulting experience.
Securities or financial markets experience.
Experience of managing a team essential (7-15 people).
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
