The Business Operations Lead is responsible for managing the design, implementation, tracking, and reporting of operations performance against company goals. The successful candidate will lead process improvements, communicate with internal stakeholders at all levels, including SLT and ELT, and represent Client Services in key forums when required. This role also involves preparing presentations and reports for internal and external meetings, including Quarterly Business Reviews, Board meetings, and taking on strategic and ad-hoc projects as needed.
Responsibilities
- Manage the design, implementation, tracking and reporting for operations and business plans against agreed company goals and objectives.
- Develop metrics that provide data for process measurement, understanding the underlying drivers, creating a regular cadence for reporting, and identifying and leading initiatives to enhance management reporting capabilities.
- Manage the implementation and oversight of effective risk management practices in line with the company’s risk management framework ensuring timely identification and remediation of key operational risks
- Identify areas for process and lean improvements, and gain buy-in from management & stakeholders to implement these changes
- Communicate with internal stakeholders at all levels inc. employees, SLT and ELT and represent Client Services when required to in key forums.
- Prepare presentations, reports and other materials including management briefings and recommendations on key talking points, achievements, challenges and next steps as key input to existing internal and external meetings, Board meetings and other relevant forums.
- Take on and execute special and/or ad-hoc projects related to key strategic and operational priorities to help resolve issues and drive improvement as required
Requirements
- Degree in Business Administration or related field
- 4+ years experience in consulting/business analyst/project management role
- Proven track record of effectively planning and assisting strategic and operational initiatives
- Advanced presentation and Microsoft Suite capabilities
- Ability to collect and interpret data gathered from various sources. PBI, SQL skills desired but not required
- Excellent communication skills, both verbal and written
- Ability to work independently, strategically, efficiently, and collaboratively across departments
- Strong relationship-management skills to build trust and rapport with internal stakeholders, bring influence across all levels of the business
Desired Experience and Skills
Understanding of financial modeling and performance measurement
Skills Required
- Degree in Business Administration or related field
- 4+ years experience in consulting/business analyst/project management role
- Proven track record of effectively planning and assisting strategic and operational initiatives
- Advanced presentation and Microsoft Suite capabilities
- Ability to collect and interpret data gathered from various sources
- Power BI (PBI) skills
- SQL skills
- Excellent communication skills, both verbal and written
- Ability to work independently, strategically, efficiently, and collaboratively across departments
- Strong relationship-management skills to build trust and influence across levels
- Understanding of financial modeling and performance measurement
What the Team is Saying
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Clearwater Analytics (CWAN) Compensation & Benefits Highlights
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Healthcare Strength — Medical, dental, and vision coverage are provided, with indications that some plans are company‑paid and include dependents, plus vision extras like contacts/glasses coverage and LASIK discounts. Mental health support and HSA/FSA options are referenced alongside core health benefits.
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Retirement Support — A 401(k) with employer matching up to 4% is offered, with immediate/Safe Harbor vesting noted in materials. This provides structured, reliable support for long‑term savings.
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Leave & Time Off Breadth — PTO starts around three weeks and grows with tenure to a higher cap, and offerings include paid company holidays and volunteer time off. Paid parental leave is also provided.
Clearwater Analytics (CWAN) Insights
What We Do
CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights. The result? Investment management that works as seamlessly as your investment strategy. Since our founding in 2004, CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies, asset managers, and hedge funds to asset owners like corporations, endowments, and pension funds managing over $10 trillion in assets.
Why Work With Us
We continue to grow, fueled by a strong foundation, an ambitious vision, and a commitment to delivering exceptional value to our clients, partners, and team members around the world. What started as a bold idea in Boise, Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices
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Clearwater Analytics (CWAN) Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
