Implementation Analysts are responsible for aiding the onboarding process for new clients onto the company's SaaS platform and service model. They collaborate with both clients and various Clearwater teams to assess requirements and customize solutions. These solutions are tailored to fulfill the client's accounting, compliance monitoring, performance measurement, risk analysis, and reporting necessities.
Responsibilities:
- Manages relationships with clients and internal stakeholders throughout the implementation process.
- Facilitates the onboarding of clients onto Clearwater's platform.
- Conducts training sessions to educate Clearwater's clients on how to effectively use the Clearwater platform.
- Effectively communicates project status, issues, and risks to all relevant parties.
- Proactively troubleshoots and resolves customer issues that may arise during the implementation phase.
- Provides valuable consultancy services to clients, ensuring that project objectives align with the established project plans.
- Identifies and promptly escalates any identified risks and issues to the Project Manager for appropriate action.
- Demonstrates the ability to self-learn and reaches out to designated resources when assistance or support is needed.
Required Skills:
- Beginner Technical Skills in Excel (basic formulas and formatting).
- Beginner Technical Skills and understanding of SQL and relational database concepts – is preferred (math and logic).
- Strong knowledge of accounting and understand/applies basic rules of accounting.
- Securities or financial markets knowledge - derivatives, alternatives, structured products, and/or fixed income preferred.
- Strong computer skills, including proficiency in Microsoft Office Suite.
- Excellent attention to detail and strong documentation skills.
- Outstanding verbal and written communication skills.
- Strong organizational and interpersonal skills.
- Exceptional problem-solving abilities.
- Strong Analytical skills, being able to solve complex math problems.
Education and Experience:
- Bachelor's degree in related field.
Skills Required
- Bachelor's degree in a related field
- Beginner proficiency in Microsoft Excel, including basic formulas and formatting
- Basic understanding of SQL and relational database concepts
- Strong knowledge of accounting and basic accounting rules
- Knowledge of securities or financial markets, including derivatives, alternatives, structured products, or fixed income
- Proficiency with Microsoft Office Suite
- Excellent attention to detail and documentation skills
- Outstanding verbal and written communication skills
- Strong organizational and interpersonal skills
- Exceptional problem-solving abilities
- Strong analytical skills and ability to solve complex math problems
What the Team is Saying
_1.jpg)
_1.jpg)
Clearwater Analytics (CWAN) Compensation & Benefits Highlights
-
Retirement Support — Company filings and benefit listings describe a 401(k) with employer matching up to 4% and robust retirement offerings. This points to reliable long‑term savings support within the package.
-
Leave & Time Off Breadth — PTO, paid holidays, and volunteer time off are consistently included, with descriptions noting roughly three weeks of PTO and immediate eligibility in some summaries. These elements suggest time‑off coverage that is solid even if not top‑tier.
-
Flexible Benefits — A three‑week work‑from‑anywhere option, hybrid/WFH flexibility, and volunteer time off are highlighted in recent descriptions. These features offer adaptability that can enhance the overall value for many roles.
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
Gallery
.jpg)
%20(2).jpg)
Clearwater Analytics (CWAN) Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
