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.
Skills Required
- 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
- Client-service mentality and collaborative work style
- Strong client-facing communication and analytical skills
- Project management, milestone, and dependency tracking experience, including identifying and escalating project risks
- Ability to manage competing priorities and deliver high-quality work
- Thorough knowledge of listed and OTC financial products
- Experience with commercial order management, portfolio management, and investment record-keeping software
- Bachelor's degree or higher in accounting, finance, or a related field, or relevant specialized experience
- 5+ years of relevant experience
What the Team is Saying
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Clearwater Analytics (CWAN) Compensation & Benefits Highlights
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Healthcare Strength — Employer-provided medical, dental, and vision coverage is consistently listed in current job postings, with disability insurance also referenced. Feedback suggests these core health benefits are solid even if plan richness is not portrayed as top-tier across sources.
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Retirement Support — A 401(k) plan with employer matching is consistently cited in company and employer-verified materials. This reliable match supports long-term savings and is presented as a standard component of total rewards.
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Leave & Time Off Breadth — Immediate eligibility for paid time off, holidays, and volunteer time, along with parental leave, appears across job postings. This breadth of leave options provides practical flexibility from day one.
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.
