Clearwater Analytics (CWAN)

Senior Subject Matter Expert- Implementations

Reposted Yesterday

Be an Early Applicant

Hiring Remotely in Hong Kong

Remote or Hybrid

Senior level

Fintech • Software • Financial Services

See Clearly. Act Confidently.

The Role

The Senior Subject Matter Expert will oversee client onboarding, manage project communication, and ensure smooth implementation of Clearwater's Portfolio Management System. Responsibilities include consulting with clients on workflows, managing project milestones, and facilitating software setup according to client specifications.

Summary Generated by Built In

Job Summary: The Implementation team is spread across three verticals (PMS, OEMS, and Managed Services Implementation) and is responsible for ensuring a smooth and efficient onboarding process for new clients. These teams act as the face of Clearwater to our buy-side clients including traders, portfolio managers and operational users throughout the project lifecycle and serve as the central point of contact for internal Clearwater teams including Product, Technology, and Account Management.The Role:Sr. Subject Matter Expert - Implementation will act as a guide and subject matter expert for clients when implementing Clearwater’s PMS (Portfolio Management System). This role will build strong PMS product knowledge, manage a positive relationship with our clients, understand and apply project methodologies and risk management processes, development requirement documents, summarize data, and be the point person for client-facing communication.Responsibilities:

Manage new client implementations and serve as the first point of contact for new clients regarding platform customization, Q&A and workflow consulting.
Consult with clients to match their current and desired business processes with Clearwater software and services solutions.
Engage senior client and internal stakeholders to review project progress and task-level status.
Liaise with internal production team to support Data migration, Interfaces, Trading workflows, troubleshoot P&L and accounting issues.
Facilitate the setup of various components Clearwater software such as Funds, Brokers, Trade Commissions, Market Environment, GL accounts, etc. based on unique client requirements.
Facilitate the setup of custom Position, Trade and Accounting reporting requirements.
Identify opportunities for process improvement and documentation in the Implementation workflow and other internal processes.

Required Skills:

5+ years of experience in the hedge fund or asset management industry, including front, middle, and back office workflows.
5+ years of Fintech onboarding and / or software implementation experience preferred
A client-service mentality and collaborative work style
Strong client-facing communication and analytical skills are paramount.
Solid project management / milestone / dependency tracking experience with an ability to identify and escalate project risks
Ability to manage competing priorities and deliver with high quality.
Thorough knowledge of a wide range of both listed and OTC financial products.
Experience with commercial Order Management, Portfolio Management and Investment Record keeping software.

Education and Experience:

Bachelor’s degree or above in Accounting or Finance-related field, or experience in relevant area of specialization.
5+ years’ relevant experience.

Clearwater is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Top Skills

Fintech Software

Investment Record Keeping Software

Order Management Software

Portfolio Management System

What the Team is Saying

View all jobs at Clearwater Analytics (CWAN)

View Clearwater Analytics (CWAN) Profile

Report Job

Am I A Good Fit?

beta

Get Personalized Job Insights.

Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company

HQ: Boise, ID

1,100 Employees

Year Founded: 2004

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