Job Summary:
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 Senior 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.
Required Skills:
Expert Technical skills in JIRA, Excel, Clarizen and Salesforce. Explores, trials, and provides trusted recommendations for the use of other tools and technologies as use cases arise.
Financial Services Experience (Investment, Banking, Insurance, FinTech, etc).
Project manage in a matrix reporting environment.
Investment accounting and reporting knowledge.
Familiarity with Software-as-a-Service (SaaS) platforms and delivery model
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.
Education and Experience:
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 the Team is Saying
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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.
