The Team:
The Interface Operations team are responsible for taking ownership of priority queries, workflows, and projects across third party interfaces, consistently delivering optimal solutions for clients. The team will collaborate with Account Management, Interfaces Product and Interfaces Testing on new development and enhancements for clients. This role will report to the Interface Operations Team Lead.
What You’ll Do:
Proactive break resolution - 3rd party communication related to break resolution.
Review of Daily and Monthly activities
Contribute to process improvement and team building related to all the above responsibilities.
Collaborate with clients, external third parties, and internal teams to design workflows for interfaces that transport trade, position, risk, and analytics data to and from the Enfusion system.
Conduct investigation for reconciliation queries, resolving any issues relating to vendor data/prime broker data.
Be part of a team who are the trusted point of contact within the firm to collaborate with internal and external stakeholders (Clients, Sales, AM, Vendors, PB’s, Onboarding) to handle requests promptly and appropriately and communicate key product insights effectively.
Strengthening our client and vendor relationships through strong delivery, clear business communication, and setting appropriate expectations.
What You’ll Need:
Bachelor’s degree in finance, Economics, Accounting, etc.
2+ years of experience working at a fund administrator, financial company, PB, custodians or asset manager.
Familiarity with various asset classes and financial instruments (Equities, Options, Futures, FX, Fixed Income, CDS, Total Return Swaps, etc.) in a middle office capacity
Understanding of basic portfolio management concepts, including trading workflows and reconciliation workflows
Proven ability to effectively communicate with all levels of staff and management.
Highly organized, self-driven, extremely quick learner, and able to work in a fast-paced environment.
Strong organization and time management skills as this hire will both manage and need to get involved in technical problem solving.
Skills Required
- Bachelor's degree in Finance, Economics, Accounting, or related field
- 2+ years experience at a fund administrator, financial company, prime broker, custodian, or asset manager
- Familiarity with various asset classes and instruments (Equities, Options, Futures, FX, Fixed Income, CDS, Total Return Swaps) in a middle office capacity
- Understanding of portfolio management concepts, trading workflows, and reconciliation workflows
- Proven ability to effectively communicate with all levels of staff and management
- Highly organized, self-driven, quick learner, able to work in a fast-paced environment
- Strong organization and time management skills; ability to manage and participate in technical problem solving
What the Team is Saying
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Clearwater Analytics (CWAN) Compensation & Benefits Highlights
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Retirement Support — A company 401(k) match with immediate vesting is consistently included alongside tax‑advantaged accounts. This indicates reliable long‑term savings support as part of the package.
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Equity Value & Accessibility — Equity participation is available through an employee stock purchase plan, with RSUs included for some roles. This adds ownership potential beyond base pay and bonus.
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Leave & Time Off Breadth — Paid time off is available from day one with a baseline around three weeks, plus company holidays and volunteer time. Flexible elements like work‑from‑home Fridays and limited “work from anywhere” periods broaden practical time‑off utility.
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.
