The Team:
Supports the development of straight-through processing (STP) solutions that integrate with third-party vendors associated with our clients, such as data providers, trade affirmation platforms, fund administrators, prime brokers, and custodians. The team is primarily focused on building data ingestion and export interfaces.
The Role:
This role reports to the India TPR Lead. As a product business analyst, you will contribute to building data ingestion and transmission interfaces, enhancing the team’s domain expertise and promoting best practices. You will engage with a broad range of stakeholders across the financial services industry, including hedge funds, institutional asset managers, prime brokers, custodians, fund administrators and analytics service providers.
What You’ll Do:
- Partner with internal client-facing teams, third parties (e.g., hedge funds, institutional asset managers, prime brokers, custodians, fund administrators, and analytics service providers), and internal technology teams to enable straight-through processing within our portfolio management solution. This includes supporting the data ingestion and transmission.
- Leverage your in-depth understanding of the multi-asset class investment management process to define clear requirements, design solutions, and create holistic test plans.
- Ensure new projects or enhancement requests from clients and internal stakeholders (E.g. Sales, account managers, client success teams) are handled promptly and appropriately.
- Communicate regularly with the development team to provide guidance on the enhancements required and its prioritization.
- Collaborate with developers, testers, and external third parties to comprehensively test new interfaces.
- Document new developments, as well as cross-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.
- Participate in complex projects which require a strong technical acumen, expertise, and critical thinking - specifically in data management, connectivity and process architecture.
- Build new and/or improve existing broker relationships through mutual value propositions that benefit both counterparties and support company-wide initiatives.
- Strengthen client and other third-party relationships through reliable delivery, clear business communication, and effective expectation management.
- Identify and support deliver improvements to day-to-day BAU processes through data driven decisions.
- Strengthen client and other third-party relationships through reliable delivery, clear business communication, and effective expectation management.
- This is an individual contributor role with opportunities to develop leadership skills and potentially take on team management responsibilities in the future.
Requirements:
- Bachelor’s Degree in Finance/Accounting/Engineering.
- 2-5 years of proven experience as Business Analyst in the capital market or investment banking domain.
- Strong knowledge of different financial products including Equities, Futures, Options, Fixed Income and OTC instruments.
- Solid understanding on trade lifecycle, portfolio management, fund accounting, and cash management.
- Proficient in data analysis.
- Ability to critically assess risk and evaluate its impact on existing workflows, evaluating alternatives to deliver tactical and/or strategic solutions.
- Skilled at working effectively and independently with cross-functional teams in a matrix organization.
- Highly organized, and a fast learner, with the ability to thrive in a dynamic environment by demonstrating critical thinking.
- Excellent communication skills with a proven ability to engage effectively with senior management.
Nice to Have:
- MBA in finance or information systems from reputed B-School.
- Experience working directly in a product-focused role, designing and implementing solutions for interfaces/connectivity teams, reference data teams, trade file testing teams, trade affirmation, or reconciliation teams.
- Knowledge with the competitive landscape of SaaS systems (OEMS/PMS/Accounting) serving hedge funds and institutional asset managers (the 'Buy Side').
- Experience in reading/writing JavaScript.
- Knowledge of standard protocols like FTP, FIX, API and Swift, and experience with XML.
Skills Required
- Bachelor's Degree in Finance, Accounting, or Engineering
- 2-5 years experience as a Business Analyst in capital markets or investment banking
- Strong knowledge of financial products: Equities, Futures, Options, Fixed Income and OTC instruments
- Solid understanding of trade lifecycle, portfolio management, fund accounting, and cash management
- Proficient in data analysis
- Ability to assess risk and evaluate impact on workflows, propose tactical/strategic solutions
- Experience working effectively and independently with cross-functional teams in a matrix organization
- Excellent communication skills with ability to engage senior management
- MBA in finance or information systems from reputed B-School
- Experience in product-focused roles designing and implementing interfaces/connectivity, reference data, trade file testing, trade affirmation or reconciliation
- Knowledge of SaaS systems (OEMS/PMS/Accounting) for buy-side firms
- Experience reading/writing JavaScript
- Knowledge of protocols: FTP, FIX, API, Swift and experience with XML
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.


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