Responsibilities:
Manage client relationships effectively to ensure project completion within agreed timeline.
Create and manage detailed project plans for the assigned portfolio.
Manage and coordinate internal CW, client, and third-party resources for project workstreams.
Handle project commercials, including revenue recognition forecasts and unbilled bookings.
Manage and report on resource allocation for the assigned portfolio.
Take responsibility for project metrics such as utilization, go-live adherence, and project billing.
Serve as a trusted client relationship manager, ensuring timely and accurate responses to client inquiries.
Generate weekly status reports and hold weekly status meetings with clients and the project team.
Facilitate a successful transition to the steady-state servicing team.
Required Skills:
Good understanding of financial instruments (fixed income, Equities, funds etc)
Basic understanding of accounting principles and JE’s.
Investment accounting and reporting knowledge
Excellent client communication/handling to ensure project delivery.
Intermediate Technical skills in JIRA, Excel, Clarizen and Salesforce.
Ability to seek out, recommend and implement continuous service improvements within the project timeline (and future projects).
Proven track record of delivering projects or workstreams for external clients.
Expert Technical skills in project management tools.
Familiarity with Software-as-a-Service (SaaS) platforms and Fintech solutions.
Background in Investment Accounting either on the job or via a qualification such as ACCA will be considered as an added advantage. Strong computer skills, including proficiency in Microsoft Office.
Excellent attention to detail and strong documentation skills.
Outstanding verbal and written communication skills.
Exceptional problem-solving abilities.
Education and Experience:
Bachelor’s & master's in finance or accounting.
8+ years’ relevant experience as Programme Manager/Senior Analyst/Workstream Lead/Team Lead.
Financial Services Experience (Investment, Banking, Insurance, FinTech, etc).
Consulting experience.
Securities or financial markets experience.
Proven experience implementing software solutions in Asset Management and/or Insurance space.
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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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