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 , valida t ed 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 Pro ject and Pro gram 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
• R elevant experience in any of the following: Asset Management, Insurance, Audit, FinTech, Investment Accounting, or Investment Operations