Be an Early Applicant
See Clearly. Act Confidently.
The Role
Lead onboarding and implementation workstreams for clients on Clearwater's SaaS platform. Assess requirements, customize solutions for accounting, risk, and reporting needs, provide client training, resolve implementation issues, manage stakeholder relationships, document processes, and drive continuous improvements.
Summary Generated by Built In
Job Summary
Implementation Associates support the onboarding of new clients onto Clearwater's SaaS platform and service model. They work alongside clients and cross-functional Clearwater teams to gather requirements and help configure solutions that support each client's investment performance measurement, risk analysis, compliance monitoring, and reporting needs.
Responsibilities
- Communicate Clearwater's core value proposition clearly to clients throughout the implementation process
- Follow Clearwater Way methodologies to guide clients through implementation and onboarding
- Support client training on Clearwater's platform
- Contribute to a project workstream, keeping stakeholders informed of status, issues, and risks
- Troubleshoot and resolve client issues that arise during implementation
- Build strong working relationships with client and internal stakeholders throughout the engagement
- Support project objectives by keeping day-to-day work aligned with the project plan
- Identify and escalate risks or issues to the Project Manager promptly
- Apply sound judgment to work through implementation challenges as they arise
- Respond to routine inquiries — written and verbal — accurately and on time
- Share knowledge and best practices with teammates as experience grows
- Document and suggest internal process and product improvements
- Bring forward ideas for improvement within the team
Required Skills
- General knowledge of investments and financial markets; exposure to investment accounting concepts a plus
- Understanding of TVOM, duration, yield, returns, and risk exposures
- Understanding of vanilla fixed income and equity investments
- Exposure to derivatives, alternatives, structured products, and/or fixed income a plus
- Strong computer skills, including proficiency in Microsoft Office
- Excellent attention to detail and documentation skills
- Strong verbal and written communication skills
- Strong organizational, interpersonal, and analytical problem-solving skills
Education and Experience
- Bachelor's degree in a related field
- 1–8 years of relevant experience
Skills Required
- Advanced knowledge of general investment accounting principles and practices
- Beginning understanding of at least one non-GAAP accounting basis (IFRS, STAT, TAX, etc.)
- Leadership skills to lead implementation workstreams
- Advanced understanding of TVOM, duration, yield, returns, and risk exposures
- Advanced understanding of vanilla fixed income and equity investments
- Advanced knowledge of investment accounting policies and procedures
- Securities or financial markets experience, especially derivatives, alternatives, structured products, and/or fixed income
- Advanced experience with relational database principles and SQL querying
- Project management skills
- 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
- Strong analytical skills, able to solve complex math problems
- Bachelor's or Master's degree in a related field
- 3+ years of relevant experience
What the Team is Saying
Dan
Chief Revenue Officer
Andrew
Client Services Regional Lead
_1.jpg)
Cynthia
Global Head of Quality Assurance
Liz
OEMS Product Owner
Alok
Vice President, Head of Client Enablement - Americas
Dori
Senior Vice President, Business Development
Ahmad
Associate Vice President, OEMS Business Analyst
Clearwater Analytics (CWAN)
Souvik Das
Chief Technology Officer
Sandeep Sahai
CEO
_1.jpg)
Clearwater Analytics (CWAN) Compensation & Benefits Highlights
-
Retirement Support — A 401(k) plan with employer matching (commonly up to 4%) and references to immediate or Safe Harbor vesting indicate solid long‑term savings support. This combination is highlighted across employer materials and job postings.
-
Leave & Time Off Breadth — Immediate eligibility for PTO, paid holidays, and volunteer time off is noted, alongside paid maternity and paternity leave. This breadth suggests a well-rounded time‑off framework from day one.
-
Parental & Family Support — Paid parental leave is complemented by childcare benefits, a Dependent Care FSA, and amenities such as an onsite Mother’s Room. These provisions point to tangible support for families.
Clearwater Analytics (CWAN) Insights
What's It Like to Work at Clearwater Analytics (CWAN)?
Clearwater Analytics (CWAN) Culture & Values
Clearwater Analytics (CWAN) Career Growth & Development
What's the Work-Life Balance Like at Clearwater Analytics (CWAN)?
Clearwater Analytics (CWAN) Leadership & Management
Clearwater Analytics (CWAN) Company Growth, Stability & Outlook
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
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
Clearwater Analytics (CWAN) Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Typical time on-site:
Flexible
