The Client Onboarding team is spread across three verticals (PMS, OEMS, and Managed Services Implementation) and is responsible for ensuring a smooth and
efficient onboarding process for new clients. These teams act as the face of Enfusion to our buy-side clients including traders, portfolio managers and operational users throughout the project lifecycle and serve as the central point of contact for internal Enfusion teams including Product, Technology, and Account Management.
THE ROLE:
The Electronic Trading (OEMS) Implementation Lead Associate will work directly with Front Office teams to implement new trading systems and workflows. You will be acting as a dedicated Lead Associate to lead the implementation process for Enfusion clients including project planning, requirements gathering, workflow review, product setup, UAT and client go-live. By working alongside the Electronic Trading Manager, you will be able to shape the product strategy and evolve Enfusion’s Order and Execution Management System (OEMS).
WHAT YOU’LL DO:
Provide clients with consultation on best practices and workflows during implementations
Engage with external parties to understand business workflows and translate them into software solutions
Deliver best in class customer solutions offering scalability and client business enhancement
Manage multiple projects simultaneously within set deadlines
Provide product demos for internal and external parties to introduce and market new product features and offerings
Deliver product enhancements and collaborate with the Development team during the implementation phase of projects.
Maintain a technical understanding of how our products are built, and therefore be able to identify alternatives to end-user needs, technical limitations, and time-to market goals
Act as a client escalation point and subject matter expert for any OEMS issues up to and through client initial go-live phase.
Constantly evaluate the market (i.e. keep up with industry trends, and ensure compliance with new regulations) and adjust product roadmap priorities accordingly
WHAT YOU’LL NEED:
3+ years of experience in Financial Services or Investment Technology: Buy-side (OMS, EMS, IMS) or Sell-side product design, development, and deployment.
Degree in Finance, Accounting, Economics, Financial Math or related field
An understanding of front to back-office electronic / STP trading workflows, including FIX Protocol and pre-trade compliance standards, across multi-asset financial instruments
A strong understanding of a variety of financial products and derivatives (Equities, Options, Futures, FX, Fixed Income, CDS, IRS, etc.).
Ability to handle and prioritize multiple projects and work independently
Excellent verbal and written communication skills
Skills Required
- 3+ years of experience in Financial Services or Investment Technology (Buy-side OMS/EMS/IMS or Sell-side product design, development, deployment).
- Degree in Finance, Accounting, Economics, Financial Math or related field.
- Understanding of front-to-back electronic/STP trading workflows, including FIX Protocol and pre-trade compliance standards across multi-asset instruments.
- Strong understanding of various financial products and derivatives (Equities, Options, Futures, FX, Fixed Income, CDS, IRS, etc.).
- Ability to handle and prioritize multiple projects and work independently.
- Excellent verbal and written communication skills.
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.
