- 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
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.


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