Job Summary:
The Professional Services division is responsible for delivery of change/transformation/advisory services to existing clients on Clearwater’s SaaS platform. We work in conjunction with Client Services to identify opportunities for value-added services to steady state clients and implement change projects for our clients.
A Subject Matter Expert (SME) works on a variety of client projects in Investment Accounting, General Ledger, Client Reporting and Derivatives & Alternatives asset classes. All client projects are billable via Professional Services fees and based on time & material or fixed fee billing. Typical examples of projects include data integration projects (changes to inbound/outbound feeds to CW), GL rebuild, accounting configuration changes, bespoke reports etc.
SMEs are an integral part of a collaborative division spanning analysts, team leads and program managers. Collaborating with client services, global delivery and R&D teams, they strategize and enhance our product offering, streamline client’s change management experience, and expediate delivery timeframes through scalable processes.
Responsibilities:
Proactively identifies opportunities for value-added professional services with existing steady state clients by working closely with Client Services and Clearwater leadership teams.
Hands-on expertise in Clearwater's core offering of Accounting, Compliance, Risk, and Performance reports, with a robust repertoire of best practice solutions.
Expert in requirements analysis and solution design considering both complexity and scale
Strategizes with client services, product management and development teams to enhance the client change management experience, optimize delivery timeframes, and establish repeatable, scalable processes.
Serves as a trusted client advocate and a confident client advisor.
Required skills:
Advanced Experience with General Ledger systems and period-end close processes.
Advanced Knowledge of investment accounting policies and procedures.
Securities or financial markets experience, especially involving alternative assets.
Knowledge in at least one specific market/regulatory regime (e.g. NAIC, Local GAAP).
Knowledge of CW platform data migration processes – inbound/outbound feeds, cost basis file load, load parallels etc.
Excellent attention to detail and strong documentation skills.
Outstanding verbal and written communication skills; strong problem-solving abilities.
Education and Experience:
Bachelors/master's in finance/accounting or related field.
10+ years of relevant experience in related field.
CFA or CPA is desirable.
Proven experience in Client Servicing and/or Onboarding teams in Clearwater.
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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