Sr. Subject Matter Expert - Implementations

Posted 2 Days Ago
Be an Early Applicant
Frankfurt am Main, Hessen, DEU
Hybrid
Senior level
Fintech • Software • Financial Services
See Clearly. Act Confidently.
The Role
Serve as an investment operations and accounting subject matter expert for DACH client implementations on Clearwater’s SaaS platform. Evaluate requirements, configure solutions, advise on German accounting and regulatory reporting, resolve implementation issues, coordinate project resources, collaborate with development teams, create training materials and procedures, and support client and prospect discussions. Expertise may include middle and back office operations, market data, derivatives valuation, risk, performance, and regulatory reporting.
Summary Generated by Built In

The Global Delivery division is responsible for onboarding new clients onto Clearwater’s SaaS platform. As a Subject Matter Expert covering investment operations, accounting, reporting, and front-back office topics, you will be a critical voice in client implementations – bridging deep domain knowledge with Clearwater’s technology to deliver outstanding outcomes for our largest and most complex DACH clients.


You will bring expertise in areas such as front-to-back office operations, investment accounting under HGB or German reg reporting, and/or middle office functions including market data, derivatives valuation, and regulatory reporting. You will be an integral part of a collaborative division spanning Analysts, Team Leads, and Program Managers.




RESPONSIBILITIES

 

  • Apply deep domain expertise to evaluate client requirements and configure Clearwater’s platform to meet a wide range of investment accounting, middle office, risk and performance, and regulatory reporting needs
  • Become a product expert: develop a thorough understanding of Clearwater’s capabilities to advise clients and inform roadmap decisions.
  • Collaborate with development teams to enhance our product offering for the DACH market, improve the client onboarding experience, shorten delivery timeframes, and develop scalable, repeatable processes.
  • Act as a trusted partner for DACH clients throughout their implementation journey – communicating clearly, resolving issues efficiently, and building long-term relationships.
  • Share your expertise by designing training materials and standard operating procedures that elevate the broader team.
  • Manage assigned implementation projects and coordinate the resources needed to deliver on time and to a high standard.
  • Contribute to Clearwater’s growth in the region by serving as a subject matter authority in client and prospect conversations.


DESIRED PROFILE


We welcome applicants from a wide range of backgrounds. You might come from investment operations, investment accounting, financial reporting, middle or back office, investment data — what matters most is your curiosity, client focus, problem solving mindset, and drive to deliver.


If you have exposure to any of the following areas, we'd love to hear from you:


  • Solid grounding in any of the following areas:
    • Investment accounting policies and procedures, with excellent knowledge of German GAAP (HGB) and/or German reg reporting – enabling you to interpret and advise on accounting and reporting requirements for DACH clients.
    • Experience in middle and/or back office operations, including areas such as trade lifecycle, settlements, reconciliations, or operations transformation.
    • Middle office functions: market data management, derivatives valuation, risk reporting, and regulatory reporting (e.g. MiFID II, Solvency II, VAG).
  • Securities and financial markets knowledge – particularly derivatives, structured products, alternatives, and/or fixed income – is highly valued.
  • Familiarity with challenges common across the DACH investment industry: data fragmentation, reporting complexity, accounting standards, and operational efficiency.
  • Proven ability to communicate in German and English, both verbally and in writing.
  • Dynamic problem-solving skills and an intellectual curiosity that drives you to find the best solution for every client challenge.
  • Strong organisational skills, attention to detail, and the ability to manage multiple concurrent projects.
  • Proficiency in Excel
  • Prior involvement in middle or back office transformation or change projects is beneficial.


WHY CLEARWATER ANALYTICS?


  • Be part of a high-growth, global fintech that's transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets.
  • Join a collaborative, supportive EMEA team with real opportunities for career development.
  • Work with leading institutional clients across the DACH region and beyond.
  • Competitive compensation, comprehensive benefits, and a culture that values your contribution.

Skills Required

  • Experience in investment operations, investment accounting, financial reporting, middle office, back office, or investment data
  • Knowledge of German GAAP (HGB) and/or German regulatory reporting
  • Experience with middle or back office operations, including trade lifecycle, settlements, reconciliations, or operations transformation
  • Knowledge of middle office functions such as market data management, derivatives valuation, risk reporting, or regulatory reporting
  • Knowledge of securities and financial markets, particularly derivatives, structured products, alternatives, or fixed income
  • Understanding of DACH investment industry challenges
  • Fluency in German and English, verbally and in writing
  • Dynamic problem-solving skills and intellectual curiosity
  • Strong organizational skills, attention to detail, and ability to manage multiple concurrent projects
  • Proficiency in Excel
  • Prior involvement in middle or back office transformation or change projects

What the Team is Saying

Dan
Andrew
Cynthia
Liz
Alok
Dori
Ahmad
Clearwater Analytics (CWAN)
Souvik Das
Sandeep Sahai
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Boise, ID
1,100 Employees
Year Founded: 2004

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

Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery

Clearwater Analytics (CWAN) Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
HQBoise, ID
Bengaluru, Karnataka
Chicago, IL
Dublin, IE
Hong Kong, 23/F, Man Yee Building
London, GB
Mumbai, Maharashtra
New York, NY
Singapore
Sydney
Learn more

Similar Jobs

Clearwater Analytics (CWAN) Logo Clearwater Analytics (CWAN)

Team Lead

Fintech • Software • Financial Services
Hybrid
Frankfurt am Main, Hessen, DEU
1100 Employees

Clearwater Analytics (CWAN) Logo Clearwater Analytics (CWAN)

Senior Program Manager

Fintech • Software • Financial Services
Hybrid
Frankfurt am Main, Hessen, DEU
1100 Employees

Clearwater Analytics (CWAN) Logo Clearwater Analytics (CWAN)

Lead Implementation Associate

Fintech • Software • Financial Services
Hybrid
Frankfurt am Main, Hessen, DEU
1100 Employees

Clearwater Analytics (CWAN) Logo Clearwater Analytics (CWAN)

Implementation Analyst (Graduate Role)

Fintech • Software • Financial Services
Hybrid
Frankfurt am Main, Hessen, DEU
1100 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account