- 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.
- 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
- Bachelor’s degree or above in Accounting or Finance-related field, or experience in relevant area of specialization.
- 5+ years’ relevant experience.
Top Skills
What the Team is Saying
What We Do
Enfusion, a Clearwater Analytics company (NYSE: CWAN), helps investment managers solve their most pressing challenges by approaching innovation from a fundamentally different perspective. Our cloud-native, multi-tenant architecture powers continuous innovation, non-disruptive upgrades, and unmatched speed to market for institutional investors. We empower them to see clearly—so they can act with confidence.
From hedge funds to asset managers, we support firms in streamlining operations and scaling efficiently, so they can remain focused on performance and strategy. Our global team supports over 14,500 investment managers across nine global offices on four continents.
Follow Clearwater (https://builtin.com/company/clearwater-analytics) to stay informed on how we’re driving the future of investment technology—together.
Why Work With Us
Enfusion is your opportunity to pursue your passion, showcase and further develop your skills, and launch a meaningful and rewarding career. Our environment is collaborative and entrepreneurial. We’re self-starters who work together to solve challenges and propel our mission forward. Enfusion is where your future meets the future of finance.
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Enfusion, a Clearwater Analytics company Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
