Jobs at Clearwater Analytics (CWAN)

Creates and maintains technical documentation for complex fintech and SaaS products, translating information from product managers and engineers into clear content. Owns content from drafting through publication, manages documentation pipelines in Jira, maintains knowledge-base standards, uses AI tools such as Claude, supports editorial improvements, and mentors junior writers.

Own day-to-day relationships with sophisticated asset management and insurance clients, handling inquiries, account setup, reconciliations, reporting, compliance, data validation, and issue resolution. Coordinate onboarding, portfolio transitions, custom reporting, and process improvement projects across cross-functional teams. Identify recurring issues and product gaps, improve documentation and workflows, and use Clearwater’s platform and AI-enabled tools to enhance client outcomes.

Own reliability, scalability, and performance of cloud-native production systems. The role manages Kubernetes and AWS EKS platforms, Terraform infrastructure, observability, CI/CD, incident response, capacity planning, cost optimization, and security. It leads on-call support, troubleshooting, root cause analysis, automation, self-healing, and AI-assisted incident investigations while collaborating with development teams to improve deployment and application reliability.

Lead Implementation Associate manages onboarding of new clients to a SaaS platform, leads implementation workstreams, provides training, troubleshoots issues, communicates status and risks, documents processes, and drives continuous improvement while collaborating with clients and internal stakeholders.

Supports enterprise data management and reporting for an investment management SaaS platform. Responsibilities include maintaining investment datasets, preparing reports and dashboards, performing data quality checks, documenting data governance standards, supporting ad hoc analytics, and archiving reports for compliance. The intern collaborates across teams and gains experience in financial data, investment analytics, and enterprise data governance.

The Program Manager leads project implementation, manages resources, generates status reports, schedules meetings with stakeholders, and oversees budgets while ensuring client satisfaction and service improvements.

Supports managed fund operations through reconciliation, transaction data entry and validation, trade affirmation, NAV production, trial balance reconciliation, and operational reporting. The intern works with Enfusion and industry-standard trade and reporting platforms in a controlled SOC 1 Type II environment. The role requires finance or accounting knowledge, strong Excel skills, attention to detail, process discipline, communication, and the ability to meet daily market cutoffs.

Manages client service delivery, engagement, reporting, operational performance, and relationship health for financial services customers. Oversees service standards, delivery metrics, client inquiries, training, issue resolution, and client feedback. Partners with sales and support teams to demonstrate service value, identify expansion opportunities, improve product offerings, and reduce downtime and support costs. Mentors analysts and maintains expertise in investment accounting and financial services.

Provides operational and client support for investment accounting matters, financial statements, analytics reporting, account setup, compliance, reconciliations, and investment data validation. Responds to client inquiries, resolves issues using internal tools and documentation, prioritizes workflows based on quality and productivity metrics, and collaborates on long-term projects. Builds client relationships while ensuring accurate, timely service across investment and financial market activities.

Leads architecture, design, and delivery of large-scale distributed systems supporting financial reporting and analytics. Defines architectural standards, drives technical strategy, oversees multi-team projects, and improves scalability, reliability, observability, deployment automation, and performance. Mentors engineers, guides cross-functional technical decisions, and advances cloud-native, agentic, event-driven, and high-volume data processing capabilities across the organization.

Own end-to-end recruitment for Sales, Business Development, Customer Success, and GTM leadership roles across Hong Kong and APAC. Partner with executives on hiring plans, scorecards, compensation, interviewing, workforce planning, and headcount forecasting. Build talent pipelines through sourcing, market mapping, referrals, and agency relationships. Ensure strong candidate experiences, employer-brand representation, and compliance with Hong Kong employment regulations.

Reconciles investment portfolio data from external sources with an internal web-based system, ensuring accurate daily reporting. Investigates reconciliation issues, applies financial concepts, communicates with clients and data providers, maintains documentation, and provides feedback to product teams. Requires strong Excel and Microsoft Office skills, attention to detail, problem-solving ability, and basic knowledge of finance, accounting, securities, GAAP, and IFRS.

Reconciles investment portfolio data from external sources with an internal web-based system, ensuring accurate daily client updates. Investigates reconciliation issues, applies financial and accounting concepts, communicates with clients and data providers, maintains documentation, and provides feedback to product teams. Requires strong Excel, problem-solving, organizational, communication, and attention-to-detail skills, along with a finance-related bachelor’s degree and at least two years of relevant experience.

Supports onboarding and implementation of new clients onto a SaaS platform. Collaborates with clients and internal teams to assess requirements, configure solutions, provide training, communicate project status and risks, troubleshoot issues, and deliver implementation consulting. The role requires accounting knowledge, financial markets familiarity, basic Excel and SQL skills, strong analytical abilities, documentation, communication, organization, and problem-solving skills.

Supports SaaS client onboarding by assessing requirements, configuring solutions, facilitating training, managing implementation relationships, communicating project status, troubleshooting issues, and escalating risks. The role serves clients using accounting, compliance, performance measurement, risk analysis, and reporting capabilities. Candidates need accounting knowledge, analytical and problem-solving skills, strong communication and documentation abilities, Microsoft Office proficiency, and basic Excel skills. SQL and securities or financial markets knowledge are preferred.

Early-career quantitative developer responsible for implementing and testing financial models, calculation libraries, data pipelines, and analytical tooling. The role uses Python, SQL, Excel, statistical methods, and financial market knowledge to develop validated calculations, perform model testing, analyze data, and support internal stakeholders. Candidates need a quantitative master’s degree and strong programming fundamentals; no professional experience is required.

Supports onboarding and implementation of new SaaS clients by gathering requirements, customizing solutions, coordinating with internal teams, delivering platform training, managing project communications, troubleshooting issues, and escalating risks. Provides client consultancy to align implementation objectives with project plans. Requires accounting knowledge, strong analytical and communication skills, attention to detail, Microsoft Office proficiency, and preferably familiarity with SQL, relational databases, and financial markets.

Provides operational and client support for investment accounting matters, financial statements, analytics reporting, account setup, compliance, reconciliations, and investment data validation. Responds to client inquiries, uses internal tools and documentation to resolve issues, manages productivity and quality metrics, and collaborates with internal teams on client-related projects. Requires strong accounting knowledge, communication, organization, attention to detail, and problem-solving skills.

Develop software engineering skills through coding, debugging, code reviews, collaboration, and completion of simple software deliverables. Learn the team’s business domain, apply feedback, manage time effectively, and contribute to software development in a SaaS environment.

Support UX designers in creating user flows, wireframes, prototypes, high-fidelity mockups, design-system components, interaction specifications, and research artifacts. Collaborate with product managers, engineers, UX writers, and content strategists to improve enterprise product experiences. Participate in design critiques, competitive analysis, usability validation, and documentation. Candidates must provide a portfolio demonstrating UX thinking, AI-assisted design efficiency, AI product design, interaction design, and user-centered problem solving.