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Provides operational and client support for investment accounting and financial reporting inquiries. Responsibilities include managing client requests, validating investment data, reconciling transactions, completing account setup and compliance tasks, prioritizing workflow, documenting solutions, collaborating across teams, and supporting long-term projects. The role also builds client relationships and assists with training junior team members.

Develop and maintain scalable, highly available software across the full SDLC. Lead design, implementation, testing, deployment, monitoring, and maintenance of backend services and major features. Contribute to architecture, performance, quality, and system scalability; resolve systemic issues; document requirements; and support customer needs. Mentor engineers, lead technical breakdowns, participate in Agile practices, and work with cloud platforms, messaging systems, machine learning, and distributed data technologies.

Provides operational and client support for investment accounting and financial reporting matters. Responsibilities include resolving client inquiries, validating investment data, supporting account setup and compliance tasks, reconciling transactions, managing workflows, collaborating across teams, and assisting with training junior staff. The role requires finance or accounting experience, knowledge of investment products and financial statements, strong communication, organization, documentation, and problem-solving skills.

Provides operational and client support for investment accounting, financial reporting, compliance, reconciliations, and investment data validation. Responds to client inquiries, resolves complex issues, manages workflow priorities, collaborates across internal teams, and supports account setup and client operations. The role also contributes to long-term projects and helps train and oversee junior staff.

Supports onboarding new clients onto a SaaS platform by assessing requirements, customizing solutions, coordinating stakeholders, conducting training, communicating project status, troubleshooting implementation issues, and providing client consulting. The role requires accounting knowledge, financial markets familiarity, analytical problem-solving, documentation, communication, and organizational skills.

Leads Product business operations planning, performance measurement, reporting, risk management, process improvement, stakeholder communications, executive presentations, and strategic or ad hoc initiatives. Develops operational metrics, identifies risks and efficiency opportunities, coordinates cross-functional improvements, and supports management and Board-level reporting. Requires consulting, business analysis, or project management experience, strong data interpretation, presentation, communication, relationship management, and Microsoft Suite skills.

Engages prospective customers through phone, email, and LinkedIn outreach; researches customer needs, personalizes communications, schedules and participates in business meetings, promotes company solutions, maintains CRM records, and supports closing sales representatives in building new pipeline.

Leads client implementations and onboarding for Clearwater’s SaaS platform by applying investment accounting and financial markets expertise. Advises clients and project stakeholders, develops scalable implementation processes, collaborates with product and development teams, creates training materials and SOPs, and resolves complex reporting and accounting requirements. The role focuses on Solvency II, insurance, derivatives, alternatives, structured products, and Clearwater’s accounting, compliance, risk, and performance solutions.

Build and maintain quantitative financial models, calculation libraries, data pipelines, and analytics tools for portfolio valuation, risk assessment, performance, and forecasting. Develop tested Python code, optimize SQL queries, implement numerical and stochastic methods, validate models, and collaborate with engineering, operations, and clients. The role requires strong quantitative finance knowledge, software development skills, and communication of complex findings to nontechnical stakeholders.

Provides operational and client support for hedge fund and investment accounting customers. Manages inquiries, reporting, account setup, compliance, reconciliations, and investment data validation. Builds client relationships, resolves complex issues, prioritizes workflow using quality metrics, and collaborates on long-term projects. Supports training and oversight of junior staff while applying knowledge of financial statements, investment accounting, fixed income, equities, and internal reconciliation tools.