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The Reconciliation Analyst ensures timely and accurate delivery of investment portfolio status updates, addresses reconciliation issues, and maintains relationships with clients and data providers.

The Lead Data Migration Specialist will enhance data processes for client onboarding using Excel, SQL, and AI, ensuring accuracy and efficiency.

The Sr. Service Delivery Manager manages client relationships and operational performance, ensuring quality service delivery and client satisfaction. This role involves strategic planning, client engagement, and collaboration with internal teams.

Lead data migration and onboarding of client investment data using Excel and SQL. Validate, normalize, reconcile, and load data into the investment account system. Collaborate with development teams to automate and improve processes, apply accounting and securities knowledge, identify continuous improvement opportunities, and coordinate complex activities in an agile environment.

Manage LP relationships and lead onboarding, training, and support for LP clients. Own project workstreams, troubleshoot onboarding/service issues, communicate risks/status, recommend process improvements, and deliver consultancy aligned to client and firm goals.

Lead and manage an implementations team to onboard Clearwater clients, drive process improvements, coordinate global handovers, mentor staff, manage performance, and apply accounting and securities domain expertise to ensure accurate data migration, reporting, and reconciliation during client onboarding.

Lead end-to-end client implementations: define scope, create detailed plans, manage internal/client/third-party resources, run status and steering meetings with C-level stakeholders, manage budgets, ensure smooth transition to operations, recommend process improvements, and manage multiple simultaneous implementations.

Design and present customized technical solutions by translating client business requirements into system and process architectures. Lead cross-functional teams, direct design activities, document solutions, and act as client advocate. Frequently client-facing and sometimes on customer sites.

The Reconciliation Analyst is responsible for ensuring accurate investment portfolio data comparisons, addressing reconciliation issues, and maintaining client communication.

Lead planning, execution, and delivery of IT and facilities projects including office buildouts, renovations, relocations, and infrastructure upgrades. Manage budgets, vendors, stakeholders, risks, change management, quality assurance, and performance tracking. Coordinate cross-functional teams, ensure safety and code compliance, and provide technical oversight and training to support successful project outcomes.