Subject Matter Expert - Implementations

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 of investment portfolio data with cloud-native software and client-centric servicing. Every day, investment professionals worldwide trust Clearwater to deliver timely, validated investment data and in-depth reporting.

Job Description:

The Global Delivery division is responsible for onboarding all new clients onto Clearwater’s SaaS platform. As SME, you will work on a variety of client implementations to provide domain expertise in investment accounting, financial markets, and regulatory reporting. You will be an integral part of a collaborative division spanning Analysts, Team Leads and Project and Program Managers.

Responsibilities:

Develop and apply deep domain expertise to evaluate requirements and configure solutions to meet a wide range of investment accounting and reporting needs for Clearwater's largest clients.

Develop a deep understanding of Clearwater’s product.

Strategize with development teams to enhance our product offering, improve our client on-boarding experience, shorten delivery time frames, and develop repeatable, scalable processes.

Effectively communicate and collaborate with a global team to resolve problems and client inquiries accurately and efficiently.

Spread your knowledge by designing and implementing training materials and SOPs.

Managed assigned projects and coordinate necessary resources.

Required Skills:

Knowledge of investment accounting policies and procedures

Knowledge of: Securities or financial markets, especially derivatives, alternatives, structured products, and/or fixed income, is good to have.

Understanding of challenges in the industry (reporting, accounting, data...)

Proven history of proficient Excel use

Ability to concisely convey information through verbal and written communication.

Dynamic problem-solving skills, and an innate sense of curiosity with motivation to continually learn and solve problems for our clients.

Excellent organizational and interpersonal skills

Education and Experience:

Bachelor's degree in Accounting, Finance, or related discipline

Relevant experience in any of the following: Asset Management, Insurance, Audit, FinTech, Investment Accounting, or Investment Operations