Clearwater Analytics (CWAN)
Jobs at Clearwater Analytics (CWAN)
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Fintech • Software • Financial Services
Provide operational client support for investment accounting and financial reporting. Respond to client inquiries, validate investment data, perform account setup and reconciliations, and collaborate with internal teams to resolve issues and improve client experience. Manage workflow to meet productivity and quality metrics and participate in team and client-related projects.
23 Hours AgoSaved
Fintech • Software • Financial Services
Serve as a senior SME for Enfusion Portfolio Management Systems, partnering with clients to design and implement trading/order workflows, configure allocations and commissions, validate trade lifecycle functionality, decompose and reconcile P&L and NMV across asset classes, calculate exposures and monetized Greeks, resolve PMS vs GL discrepancies, and support client implementations and ongoing optimizations.
Fintech • Software • Financial Services
Design, maintain, and execute functional and automated test cases for distributed FinTech systems. Validate workflows, write SQL queries for test data/validation, report and retest defects, build reliable test suites (functional, regression, integration, API, performance), simulate market events, and champion QA best practices across the SDLC while collaborating with developers and product teams.
Fintech • Software • Financial Services
Design, implement, and maintain scalable, reliable, and secure software. Collaborate on code reviews, perform root-cause analyses, write unit and integration tests, document architectures and APIs, translate requirements into working code, assist in planning and estimation, and suggest design improvements.
Fintech • Software • Financial Services
Lead client implementations of Clearwater's SaaS platform, providing deep domain expertise in investment accounting and reporting (e.g., Solvency II, derivatives, alternatives). Collaborate with product and development to improve onboarding, create SOPs and training, advise stakeholders, and streamline delivery using PM and GL systems.
Fintech • Software • Financial Services
Lead and manage client implementations of Enfusions PMS, serve as primary client contact, map client workflows to software, coordinate data migration and integrations, troubleshoot P&L/accounting issues, configure platform components and custom reporting, and drive implementation process improvements.
Fintech • Software • Financial Services
Lead a 5–10 person team responsible for intelligence gathering, data analysis, and strategic decision-making. Set team goals, manage budget and resources, ensure deadlines, design training, coach members, mitigate security risks, and drive cross-functional collaboration to deliver high-quality data products and insights.
Fintech • Software • Financial Services
Service Delivery Managers manage client relationships, ensuring satisfaction and operational performance. They oversee reporting, coordinate issue resolution, and provide client training on investment operations.
Fintech • Software • Financial Services
Lead and manage an implementation team onboarding new clients, ensuring performance management, training, escalation handling, cross-team handovers, process improvements, and coordination across global delivery and operations.
Fintech • Software • Financial Services
Compare and reconcile investment portfolio data daily between external sources and internal systems, investigate discrepancies, communicate with clients and data providers, maintain documentation, and support product and internal teams to ensure accurate portfolio reporting.
Fintech • Software • Financial Services
Lead and grow a 20-50 person global delivery division for EMEA client onboarding. Own program delivery, resource planning, risk mitigation, stakeholder escalation, governance, knowledge transfer, hiring, training, budgeting, and continuous improvement across cross-functional teams.
Fintech • Software • Financial Services
Reconcile investment portfolio transactions and holdings against external provider data, validate against market sources, manage inquiries, build provider/client relationships, improve and automate reconciliation tools and processes, and deliver accurate accounting and analytic reports.
Fintech • Software • Financial Services
Build and maintain automation and internal tools (primarily Python) to provision, monitor, and support a fleet of client deployments on AWS/Azure. Improve observability, remediate drift, extend Terraform-based provisioning pipelines, convert runbooks into automated remediation, and collaborate with onboarding and support teams to reduce operational toil.
Fintech • Software • Financial Services
Serve as a subject-matter expert on client implementations, configuring Clearwater's SaaS platform for investment accounting and reporting. Advise on complex securities (derivatives, alternatives, structured products, fixed income), collaborate with development and delivery teams to improve processes, create training and SOPs, manage assigned projects, and communicate solutions to global clients.
Fintech • Software • Financial Services
Lead and manage a client servicing team to ensure quality delivery, coach and develop staff, own performance reviews, track KPIs (NPS, CSAT, SLAs, retention), handle client escalations, onboard clients, drive process improvements, and collaborate with product and sales using tools like Excel, Power BI, Salesforce, and Workday.
Fintech • Software • Financial Services
Lead enterprise sales efforts to identify, pursue, and close large insurance and financial clients. Drive prospecting, deliver presentations and demos, negotiate deals, manage pipeline/CRM, collaborate with pre-sales and implementation teams, and maintain long-term client relationships while tracking market trends.
Fintech • Software • Financial Services
Lead enterprise sales growth by prospecting, presenting Clearwater Analytics solutions, negotiating complex deals, managing pipeline in CRM, collaborating with pre-sales and client success, and building long-term client relationships in the investment/FinTech space.
Fintech • Software • Financial Services
The Account Service Delivery Manager engages with clients, ensuring satisfaction and operational performance, while guiding analysts and enhancing client relationships.
YesterdaySaved
Fintech • Software • Financial Services
Own and manage end-to-end client relationships for investment accounting and reporting. Advise on regulatory requirements (HGB, Solvency II), handle complex accounting, performance, risk and compliance requests, coordinate projects, provide training, and mentor analysts to optimize clients' use of the Clearwater platform and drive client satisfaction.
YesterdaySaved
Fintech • Software • Financial Services
Lead strategy and roadmap for global insurance regulatory reporting products (Solvency II, RBC, IFRS 17, etc.). Partner with clients, regulators, and cross-functional teams to deliver compliant SaaS solutions, drive AI use cases, prioritize backlog, measure KPIs, and build a global product team and center of excellence. Travel ~20-25% for client and regulator engagement.
