- Create and manage detailed project plans for the active efficiency programs.
- Manage and coordinate internal CW, client, and third-party resources for projectworkstreams.
- Generate weekly status reports and hold weekly status meetings with clients and the project team.
- Lead steering committee meetings with C-level client decision makers and Clearwater senior management.
- 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.
- Facilitate a successful transition to the steady-state servicing team.
- Demonstrate the ability to oversee multiple simultaneous implementations with minimal oversight.
- Fluent in Technical skills in JIRA, Excel, and Powerpoint.
- Sr black belt Or Sr PM, Who can collaborate and drive enterprise initiate in India
- Implementing large scale programs (multi-location settings a plus).
- Project manage in a matrix reporting environment.
- Track record of delivering projects on time and in budget.
- Ability to seek out, recommend and implement continuous service improvements within the project timeline (and future projects).
- Investment accounting and reporting knowledge.
- Exposure to investment accounting, reporting and analytics software solutions.
- 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.
- Strong organizational and interpersonal skills.
- Exceptional problem-solving abilities.
- Bachelor’s & master's in finance or accounting.
- 10+ 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.
Top Skills
What the Team is Saying
What We Do
Enfusion, a Clearwater Analytics company (NYSE: CWAN), helps investment managers solve their most pressing challenges by approaching innovation from a fundamentally different perspective. Our cloud-native, multi-tenant architecture powers continuous innovation, non-disruptive upgrades, and unmatched speed to market for institutional investors. We empower them to see clearly—so they can act with confidence.
From hedge funds to asset managers, we support firms in streamlining operations and scaling efficiently, so they can remain focused on performance and strategy. Our global team supports over 14,500 investment managers across nine global offices on four continents.
Follow Clearwater (https://builtin.com/company/clearwater-analytics) to stay informed on how we’re driving the future of investment technology—together.
Why Work With Us
Enfusion is your opportunity to pursue your passion, showcase and further develop your skills, and launch a meaningful and rewarding career. Our environment is collaborative and entrepreneurial. We’re self-starters who work together to solve challenges and propel our mission forward. Enfusion is where your future meets the future of finance.
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Enfusion, a Clearwater Analytics company Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
