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The Role
Product Business Analyst (BA) – Interfaces Data Operations The Role:As a member of the Data Operations team, you will play a pivotal role in optimizing the integration and functionality of third-party interfaces. Your responsibilities will include managing priority queries and workflows, ensuring seamless communication and collaboration with key stakeholders such as Account Management, Client Onboarding. You will be tasked with identifying and implementing innovative solutions that enhance straight-through processing (STP) capabilities, leading to improved efficiency and client satisfaction. Additionally, you will contribute to ongoing projects and initiatives, leveraging your expertise to drive enhancements and support the evolving needs of clients in the fund management industry. Your analytical skills and attention to detail will be essential in delivering optimal results and fostering strong partnerships with our third-party vendors.What You’ll Do – Product Business Analyst:
- Partner with internal client-facing teams (e.g., Sales, Account & Client Success), third parties (e.g., hedge funds, institutional asset managers, service providers)), and internal technology developers to enable straight-through processing of our portfolio management solution, supporting incoming and outgoing data within the system and how that is processed within the Clearwater system.
- Use your in-depth understanding of the multi-asset class investment management process and the supporting technologies to specify clear requirements, design solutions, and create holistic test plans
- Ensure requests from clients and internal stakeholders (Sales, Account Managers, Client Success teams) are handled promptly and appropriately, answered with key insight that stakeholders can practically use
- Work with developers, testers, and external third parties to comprehensively test new interfaces and ensure sign-off from all stakeholders
- Document new developments, as well across-train the team and other relevant internal stakeholders about exciting product releases.
- Oversee strategic roadmap initiatives with minimal supervision and independently deliver results through collaboration across all relevant stakeholders
- Acts as a product champion who conducts demonstrations and training for support groups.
- Proactive break resolution - 3rd party communication related to break resolution
- Conduct investigation for reconciliation queries, resolving any issues relating to vendor data/prime broker data.
- Support Interface Monitoring team in managing their Batch processes, File Loaders
- Using a mixture of technologies like Unix/Linux, Bash, Jenkins, SQL, Identify and implement areas lacking automation.
- Complete projects for clients which involve Jenkins jobs or third-party interface set ups.
- Bachelor’s degree in finance, Economics, Accounting, Engineering, Computer Science, or a related field
- 5+ years of relevant industry experience in a Product Business Analyst type role
- Actual experience working directly in product capacity to design and implement products for Interfaces / Connectivity teams, Reference Data Teams, Trade File Testing Teams, Trade Affirmation, or Reconciliation teams in an Agile product development methodology
- Ability to critically assess risk and determine impact on existing workflows, evaluating alternatives to deliver tactical and/or strategic interventions.
- Desire to create and improve processes, as well as define best practices.
- Extensive understanding of portfolio management, fund accounting, and cash management across a range of financial instruments including knowledge of the Pre and Post Trade Life cycle (Equities, Options, Futures, FX, Fixed Income, CDS, Total Return Swaps, etc.)
- Knowledge of the competitive landscape of SaaS systems (OEMS/PMS/Accounting) that provide services to Hedge Funds and Institutional Asset Managers (the 'Buy Side') is a desired prerequisite
- Skilled at working effectively AND independently with cross-functional teams in a matrix organization
- Strong written and oral communication skills and proven ability to effectively communicate with senior and C level management teams.
- Highly organized, self-driven, extremely quick learner, and able to work in a fast-paced environment where they showcase critical thinking and confidence in the application of their knowledge
- Experience in reading code (such as Java) is a strong plus.
- Knowledge of standard protocols like FTP, FIX, API, SOAP and Swift, and any experience with XML or FpML is a strong plus.
- Relatable experience and knowledge of investment management and analytics solutions such as Charles River (CRD) IMS, MSCI Riskmetrics, Bloomberg PORT / MARS, Factset, is preferable.
What the Team is Saying
Dan
Chief Revenue Officer
Andrew
Client Services Regional Lead
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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
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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
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Clearwater Analytics (CWAN) Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Typical time on-site:
Flexible
