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Reconciles investment portfolio data from external sources with an internal web-based system, ensuring accurate daily client reporting. Reviews and updates reporting data, investigates reconciliation issues, communicates with data providers and stakeholders, applies financial and accounting concepts, and maintains documentation. The role requires strong attention to detail, problem-solving, organization, communication, and proficiency with Microsoft Excel and Office.

Serves as a subject matter expert and liaison for hedge fund clients, translating business requirements into Clearwater system configurations, processes, training, and SOPs. Resolves complex accounting and client inquiries, collaborates with global teams and development, improves onboarding and scalable processes, mentors colleagues, manages projects, and supports knowledge-base and self-service initiatives.

Creates and manages data connections, validates and transforms client files, integrates external APIs and FTP feeds, and normalizes portfolio data into Clearwater’s standardized format. Monitors and automates daily processes, improves auto-reconciliation, resolves data issues, and implements operational enhancements. Communicates technical workflows to stakeholders, documents procedures, and provides light on-call support.

Own day-to-day relationships with sophisticated asset management and insurance clients across complex portfolios and reporting requirements. Resolve investment accounting, reconciliation, platform, and operational issues; perform account setup, month-end controls, compliance tasks, and data validation. Support onboarding, portfolio transitions, reporting, and process improvement projects while coordinating cross-functional stakeholders. Identify recurring issues and product gaps, improve documentation, and use AI-enabled tools to streamline servicing and resolution.

Creates and edits marketing content including blogs, ebooks, brochures, web copy, email, social media, and advertising materials. Researches complex topics, interviews thought leaders and customers, supports SEO-driven website improvements, and contributes to messaging and market positioning. Collaborates cross-functionally on marketing projects using Jira while maintaining quality, organization, and alignment with customer needs.

Negotiate, draft, redline, and review vendor, procurement, and client contracts, including MSAs, SOWs, NDAs, and order forms. Identify contractual and compliance risks, escalate novel issues to Legal, apply negotiation playbooks, improve contract workflows, collaborate with Procurement, Sales, and stakeholders, and maintain accurate contract records and obligations in the contract management system.

Leads daily client service delivery, prioritizes client requests, coordinates resources, monitors operational metrics, and drives process improvements and automation. Acts as a Clearwater system and regulatory/accounting subject matter expert, manages complex client queries and departmental projects, develops solutions, and mentors team members through training and coaching.

Lead and coordinate end-to-end software implementations: define scope, build detailed plans, manage internal/client/third-party resources, control budgets, run status and steering meetings, ensure quality/on-time delivery, drive continuous improvements, and transition to steady-state client services while managing multiple simultaneous implementations.

Develop and maintain Salesforce Sales Cloud solutions using Apex, Lightning Web Components, Flow, and integrations with Claude.ai and other systems. Support org consolidation, data migration, CPQ and quoting enhancements, automated testing, CI/CD, release processes, and security governance. Collaborate with administrators, architects, and stakeholders on solution design, document implementations, and enable support teams.

Manage middle- and back-office fund services, including trade affirmations, position, cash, P&L, equity swap, and NAV reconciliations. Book corporate actions, options, accruals, expenses, stock borrow, and swap financing activity. Resolve reconciliation breaks through communication with clients, fund administrators, and trading counterparties. Support hedge fund and financial product accounting processes while independently prioritizing multiple tasks across APAC and EMEA shifts.