- Support new client implementations and serve as the first point of contact for new clients regarding platform customization, Q&A and workflow consulting.
- Support internal stakeholders to review project progress and task-level status.
- Liaise with internal production teams to support Data migration, Interfaces, Trading workflows, troubleshoot P&L and accounting issues.
- Identify opportunities for process improvement and documentation in the Implementation workflow and other internal processes.
- 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
- An understanding of Finance, Investment or Hedge Funds, front to back-office workflows.
- A strong understanding of a variety of financial products and derivatives (Equities, Options, Futures, FX, Fixed Income, CDS, IRS, etc.).
- Ability to handle and prioritize multiple projects and work independently
- Excellent verbal and written communication skills
- Bachelor’s degree or above in Finance, Maths, Engineering or Computer Science is strongly preferred.
- Up to 3 years experience in relevant area of specialization is a plus
- Fresh Graduates are welcome.
Skills Required
- Expert Technical skills in JIRA, Excel, Clarizen and Salesforce
- Financial Services Experience (Investment, Banking, Insurance, FinTech, etc)
- 7+ years of relevant project management and implementation experience
- Bachelor's and/or master's in finance or accounting
- Proven experience implementing software solutions within Asset Management, Market Data and/or Insurance space
What the Team is Saying
_1.jpg)
_1.jpg)
Clearwater Analytics (CWAN) Compensation & Benefits Highlights
-
Retirement Support — A 401(k) plan with employer matching (commonly up to 4%) and references to immediate or Safe Harbor vesting indicate solid long‑term savings support. This combination is highlighted across employer materials and job postings.
-
Leave & Time Off Breadth — Immediate eligibility for PTO, paid holidays, and volunteer time off is noted, alongside paid maternity and paternity leave. This breadth suggests a well-rounded time‑off framework from day one.
-
Parental & Family Support — Paid parental leave is complemented by childcare benefits, a Dependent Care FSA, and amenities such as an onsite Mother’s Room. These provisions point to tangible support for families.
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
Gallery
Clearwater Analytics (CWAN) Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
