Teams at Clearwater Analytics (CWAN)

Load, validate, normalize, reconcile, and report client investment data using Excel, SQL, VBA, and Python. Work with development teams to automate and improve onboarding, apply accounting and securities knowledge, lead improvements, and coordinate complex activities within an agile environment.

Leads client servicing teams and strategic asset management relationships. Oversees talent management, client escalations, onboarding transitions, operational risk, performance metrics, revenue opportunities, and cross-functional collaboration with product, development, sales, and delivery teams. Serves as a subject matter authority on asset management operations, investment accounting, and book-of-record solutions while driving client satisfaction, retention, and business results.

Provides operational and client support for investment accounting and financial reporting matters. Responsibilities include managing client inquiries, account setup, compliance, reconciliation validation, investment data verification, and issue resolution. The role requires collaboration with clients and internal teams, accurate documentation, workflow prioritization, and participation in long-term projects. Candidates should understand basic accounting and investment concepts, communicate effectively, and hold a bachelor's degree in accounting, finance, or a related business field.