Subject Matter Expert - Implementations

About Clearwater Analytics® 

Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organisations make the most of investment portfolio data with cloud-native software and client-centric servicing. Every day, investment professionals worldwide trust Clearwater to deliver timely, validated investment data and in-depth reporting. 

 
Job Description: 

The Global Delivery division is responsible for onboarding all new clients onto Clearwater’s SaaS platform. As SME, you will work on a variety of client implementations to provide domain expertise in investment accounting, financial markets, and regulatory reporting. You will be an integral part of a collaborative division spanning Analysts, Team Leads and Project and Program Managers.  

Responsibilities: 

• Develop and apply deep domain expertise to evaluate requirements and configure solutions to meet a wide range of investment accounting and reporting needs for Clearwater's largest clients. 

• Develop a deep understanding of Clearwater’s product. 

• Strategize with development teams to enhance our product offering, improve our client on-boarding experience, shorten delivery time frames, and develop repeatable, scalable processes. 

• Effectively communicate and collaborate with a global team to resolve problems and client inquiries accurately and efficiently. 

• Spread your knowledge by designing and implementing training materials and SOPs. 

• Managed assigned projects and coordinate necessary resources. 

 Required Skills:  

• Knowledge of investment accounting policies and procedures  

• Knowledge of: Securities or financial markets, especially derivatives, alternatives, structured products, and/or fixed income, is good to have.  

• Understanding of challenges in the industry (reporting, accounting, data...) 

• Proven history of proficient Excel use  

• Ability to concisely convey information through verbal and written communication. 

• Dynamic problem-solving skills, and an innate sense of curiosity with motivation to continually learn and solve problems for our clients. 

• Excellent organizational and interpersonal skills 

Education and Experience:  

• Bachelor's degree in Accounting, Finance, or related discipline  

• Relevant experience in any of the following: Asset Management, Insurance, Audit, FinTech, Investment Accounting, or Investment Operations