Clearwater Analytics (CWAN)
Jobs at Clearwater Analytics (CWAN)
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Fintech • Software • Financial Services
Owns end-to-end technical program management for complex, cross-functional product and engineering initiatives. Responsibilities include developing charters and roadmaps, tracking milestones and risks, coordinating product and engineering priorities, resolving blockers, reporting to leadership, and improving program management frameworks. The role requires technical fluency in software development, architecture, APIs, cloud platforms, and AI tools, plus strong stakeholder communication and ownership.
Fintech • Software • Financial Services
Leads client implementations and onboarding for Clearwater’s SaaS platform, providing expertise in investment accounting, financial reporting, securities, and regulatory regimes. Advises clients and internal teams, improves implementation methodologies, develops scalable processes, creates training and SOP materials, and collaborates with product and development teams. Requires advanced project management, accounting systems, Excel, financial markets, general ledger, period-end close, communication, and problem-solving skills.
Fintech • Software • Financial Services
Leads client implementations and onboarding for Clearwater’s SaaS platform, providing investment accounting and financial markets expertise. Advises clients and project stakeholders, develops scalable processes, creates training and SOP materials, resolves implementation issues, and collaborates with product management and development teams to improve the platform and accelerate delivery. The role requires expertise in investment accounting, securities, derivatives, alternatives, structured products, financial reporting, general ledger systems, and project leadership.
Fintech • Software • Financial Services
Own and prioritize the development backlog for private funds research and analytics capabilities. Translate domain requirements into user stories, acceptance criteria, and testable specifications; collaborate with engineering throughout Agile delivery; validate features and support UAT; identify quality issues; enable client adoption; train users; support prospects and Sales with product demonstrations; and provide private funds domain expertise across fund structures, NAV, cash flows, performance, and portfolio monitoring.
Fintech • Software • Financial Services
Lead revenue accounting for a SaaS business, overseeing close activities, ASC 606 application, technical accounting, reconciliations, reporting, audits, SOX controls, forecasting support, process automation, and order-to-cash improvements. Manage and develop the revenue accounting team while partnering with Sales, Legal, Billing, Deal Desk, FP&A, and executive leadership.
Fintech • Software • Financial Services
Design and build Clearwater’s end-to-end derivatives accounting capabilities. Translate complex derivatives and hedge-accounting requirements into product functionality, business rules, workflows, calculations, journal-entry logic, and engineering acceptance criteria. Define accounting treatment across derivative lifecycles, valuations, settlements, and hedge events under ASC 815 and/or IFRS 9. Partner with engineering, valuation, accounting, quantitative, and client teams on product design, testing, reporting, disclosures, audit support, and scalable implementation.
Fintech • Software • Financial Services
Builds and manages data connections, validates and transforms external portfolio data, normalizes datasets into Clearwater format, and improves automation and auto-reconciliation. Responsibilities include API and FTP integrations, monitoring, scripting, issue resolution, documentation, stakeholder communication, project coordination, and mentoring. Requires strong SQL and relational database knowledge, scripting experience, financial domain familiarity, and seven or more years of relevant experience.
Fintech • Software • Financial Services
Leads software development teams delivering scalable software for financial and technology clients. Oversees team performance, mentoring, Agile development strategies, product roadmaps, architecture, code reviews, feature delivery, and organizational policies. Requires extensive software engineering experience, team leadership, cloud platforms, relational and NoSQL databases, distributed systems, API design, technical documentation, and project delivery from requirements through launch.
Fintech • Software • Financial Services
Build and maintain backend services for reconciliation and trade status products, including Spring Boot microservices, REST APIs, batch data loaders, asynchronous messaging, and high-volume data processing. Design PostgreSQL data models, Redis caching, security controls, and Liquibase migrations. Write unit, integration, and API tests while supporting observability, production incidents, root-cause analysis, code reviews, and Jira-based delivery.
Fintech • Software • Financial Services
Loads, validates, reconciles, and analyzes client investment data using Excel and SQL. Identifies discrepancies, resolves data issues, and improves repeatable onboarding and migration workflows. Collaborates with development teams to enhance automation, accuracy, and delivery speed. Applies accounting, financial markets, securities, normalization, reporting, and reconciliation knowledge while coordinating complex activities in an agile environment.
Fintech • Software • Financial Services
Owns strategy, roadmap, requirements, development, release, and client adoption for a cloud-native investment data management platform. The role leads 1–2 scrum teams, prioritizes cross-product capabilities, collaborates with clients and engineers, and drives data quality, governance, and information delivery initiatives. Success is measured through bookings, client NPS, gross margin, platform scalability, and product growth.
Fintech • Software • Financial Services
Provides operational and client support for investment accounting, financial reporting, compliance, reconciliations, and investment data validation. Manages complex client inquiries, resolves issues using internal tools and documentation, maintains productivity and quality standards, and collaborates across teams on long-term projects. Builds client relationships and supports client experience while training, coaching, and overseeing junior staff.
Fintech • Software • Financial Services
Performs hedge fund and asset management data migration into Enfusion, including trade, position, cash, P&L, NAV, trial balance, and financial statement reconciliations. Processes corporate actions, accruals, tax lots, options, swaps, and FX rolls; investigates breaks and validates migrated data against fund administrator records. Acts as a subject matter expert, resolves operational issues, provides project updates, and supports client projects.
Fintech • Software • Financial Services
Leads product marketing for Risk & Performance solutions, including positioning, messaging, market intelligence, customer insights, go-to-market strategy, product launches, campaigns, and sales enablement. Partners cross-functionally with product, sales, customer success, demand generation, and content teams to communicate value to insurers, hedge funds, asset managers, and asset owners. Translates complex investment workflows, real-time modeling, and Python-based analytics into compelling narratives.
Fintech • Software • Financial Services
Reconciles investment portfolio transactions and holdings using external provider data, investigates discrepancies, delivers accurate client updates, and improves workflows. Builds relationships with clients and data providers, supports product initiatives, mentors analysts, resolves complex issues, monitors metrics, and develops training materials. Applies investment, accounting, financial, GAAP, and reconciliation expertise while coordinating with leadership and stakeholders.
Fintech • Software • Financial Services
Provides operational support to global investment clients by resolving accounting, reporting, compliance, reconciliation, and investment data inquiries. Manages client requests, validates data, uses internal tools and documentation, prioritizes workflow based on quality and productivity metrics, and contributes to cross-functional projects. Handles complex queries, builds client relationships, and trains or oversees junior staff.
Fintech • Software • Financial Services
Provides operational and client support for investment accounting, financial reporting, asset classes, and electronic trading workflows. Manages account setup, compliance, reconciliations, client lockdowns, FIX connectivity, EMS staging, and drop-copy requests. Troubleshoots investment data and transactions using internal tools and third-party market data. Prioritizes workflow based on quality and productivity metrics, collaborates across teams, manages projects, and coaches junior staff.
Fintech • Software • Financial Services
Own technical programs from ambiguity through delivery, creating charters, roadmaps, milestones, risk registries, and reporting. Coordinate engineering, product, design, and business stakeholders while applying agile and waterfall methodologies. Translate technical complexity for executives and engage credibly on infrastructure, architecture, APIs, cloud platforms, and software delivery. The role also supports program budgeting, resource management, OKR/KPI alignment, and development of scalable TPM practices.
7 Days AgoSaved
Fintech • Software • Financial Services
Lead the Clearwater Private Funds System for insurance accounting clients. Manage a dedicated product team, define system functionality, develop private funds products, gather client requirements, coordinate internal teams, execute the product roadmap, and support investment tracking, allocation, index comparison, and value-at-risk insights. Drive operational excellence through structured project management while resolving client issues and aligning delivery with business objectives.
Fintech • Software • Financial Services
Leads onboarding implementations for new SaaS clients by assessing requirements, customizing solutions, training users, troubleshooting issues, managing stakeholder relationships, and communicating project status, risks, and milestones. Provides client consulting to align goals with project plans while supporting accounting, compliance, performance, risk analysis, and reporting needs.
