Job Summary:
The Global Delivery division is responsible for onboarding all new clients onto Clearwater’s SaaS platform. An SME works on a variety of client implementations to provide deep domain expertise including Solvency II reporting or Derivatives & Alternatives asset classes. They are an integral part of a collaborative division spanning analysts, team leads and program managers. Collaborating with development teams, they strategize and enhance our product offering, streamline the client onboarding experience, and expediate delivery timeframes through scalable processes.
Responsibilities:
Proficient in implementing and onboarding clients while aligning with our Client Engagement Model and providing necessary support.
Actively identifies opportunities for improvement and takes the lead in implementing solutions within the role or team.
Offers guidance to peers regarding industry knowledge, while also developing a strong understanding of Clearwater-specific assumptions and functionality.
Understands and applies Clearwater's core value proposition (aggregate, reconcile, report) in a broad context and is developing expertise in at least one specific market/regulatory regime (e.g., IM, US insurance, Solvency II, Local GAAP, Canadian insurance).
Comfortable with financial accounting and Investment statements, including using dashboards, report manager, formulas, advanced grouping, and filtering.
Familiar with Clearwater's core offering of Accounting, Compliance, Risk, and Performance reports and is in the early stages of building a repertoire of user stories.
Effectively communicates and collaborates with a global team to resolve problems and address client inquiries accurately and efficiently.
Shares knowledge by designing and implementing training materials and Standard Operating Procedures (SOPs), while also influencing thought leadership and contributing to whitepapers.
Serves as a trusted client advocate and a confident advisor to clients.
Required skills:
Beginner skills in project management tools (Clarizen, Salesforce, JIRA), and Clearwater. tools/skills associated with area of expertise (e.g., asset classes, accounting).
Knowledge of investment accounting policies and procedures.
knowledge Equities, Fixed Income, and structured products.
Proven history of proficient Excel use.
Dynamic problem-solving skills, and an innate sense of curiosity.
Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income.
Experience with General Ledger systems (e.g., Workday, Peoplesoft) and period-end closing processes.
Project management & Leadership skills.
Strong computer skills, including proficiency in Microsoft Office.
Excellent attention to detail and strong documentation skills.
Outstanding verbal and written communication skills.
Strong organizational and interpersonal skills.
Exceptional problem-solving abilities.
Education and Experience:
Certified Bachelors/master's course in Finance or Accounting or related field.
5+ years of relevant experience in related field.
Skills Required
- Beginner skills in project management tools
- Knowledge of investment accounting policies and procedures
- Proven history of proficient Excel use
- Experience with General Ledger systems
- 5+ years of relevant experience
What the Team is Saying
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Clearwater Analytics (CWAN) Compensation & Benefits Highlights
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Retirement Support — A company 401(k) match with immediate vesting is consistently included alongside tax‑advantaged accounts. This indicates reliable long‑term savings support as part of the package.
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Equity Value & Accessibility — Equity participation is available through an employee stock purchase plan, with RSUs included for some roles. This adds ownership potential beyond base pay and bonus.
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Leave & Time Off Breadth — Paid time off is available from day one with a baseline around three weeks, plus company holidays and volunteer time. Flexible elements like work‑from‑home Fridays and limited “work from anywhere” periods broaden practical time‑off utility.
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.
