Position Details
The Consulting Operations division is responsible for all delivery and projects for clients on our front-back-office asset management platform. From portfolio and order management to performance, risk, and accounting, our solution is a seamless, full investment lifecycle platform that simplifies your processes.
As Project Manager, you will lead client consulting and implementation engagements with minimal oversight, consistently delivering on time and with quality. You will be an integral part of a collaborative division, interacting and working with both business experts (senior market finance consultants, fund managers, risk managers, etc.) and technical experts (R&D team, Delivery & DevOps team, etc.).
You will take part in both commando missions and projects lasting several months, often at our customers' sites and in direct contact with their business teams (managers, middle managers, RCCI, etc.).
The unrivalled functional coverage of Clearwater’s solution will enable you to work on a wide range of issues:
- Front Office: order placement, decision support...
- Middle Office: compliance, market risk monitoring, performance analysis, data management...
- Back Office: investment accounting
Responsibilities:
- Create and manage detailed project plans for assigned portfolio.
- Manage and coordinate with internal stakeholders, client and third-party resources on project workstreams.
- Generate weekly status reports, holds weekly status meetings with client and project team.
- Lead steering committee meetings with C-level client decision makers and Clearwater senior management.
- Manage project commercials including revenue recognition forecast and book not billed.
- Manage and report on resource allocation for assigned portfolio.
- Responsible for all project metrics such as utilisation, go-live adherence, project billing etc.
- Serve as a trusted client relationship manager responsible for ensuring timely, accurate, and thorough responses to all client inquiries.
- Manage a successful transition to the steady-state servicing team.
- Ability to run multiple simultaneous implementations with minimal oversight.
Requirements:
- Experience as working as Project Manager or Senior Analyst in financial markets
- Proven experience implementing software solutions in Asset Management and/or Insurance space.
- Financial Services Experience (Financial Markets, Middle Office, Back Office, Reporting, Performance etc.)
- Proven experience of delivering projects or workstreams for external clients.
- Excellent communication skills (written, verbal, internal and client facing).
- Expert Technical skills in project management tools
- Fluent French speaker and a good level of English.
Top Skills
What We Do
Clearwater Analytics is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations.
Clearwater aggregates, reconciles, and reports on more than $5.5 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide.
For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients.
With global headquarters in Boise, Idaho, and offices in Edinburgh, London, New Delhi, New York, and Singapore, Clearwater sets the new global standard for investment portfolio reporting.
