Lead Implementation Associate

3 Months ago • 3 Years +

Job Summary

Job Description

Lead Implementation Associates are responsible for aiding the onboarding process for new clients onto the company's SaaS platform and service model. They collaborate with clients and various Clearwater teams to assess requirements and customize solutions. These solutions are tailored to fulfill the client's accounting, compliance monitoring, performance measurement, risk analysis, and reporting necessities. This role involves understanding Clearwater's value proposition, following implementation methodologies, providing training, communicating project status, troubleshooting issues, managing relationships, and delivering consultancy services. The associate will also identify and escalate risks, document improvements, and share expertise. The role requires a comprehensive understanding of specialization and the ability to resolve a wide range of issues using creative solutions.
Must have:
  • Advanced knowledge of general investment accounting principles and practices.
  • Leadership skills to lead workstreams in implementation.
  • Advanced understanding of TVOM, duration, yield, returns, and risk exposures.
  • Advanced understanding of vanilla fixed income and equity investments.
  • Advanced Knowledge of investment accounting policies and procedures preferred.
  • Advanced Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income preferred.
  • Advanced Experience with relational database principles and SQL querying.
  • Strong computer skills, including proficiency in Microsoft Office.
  • Excellent attention to detail and strong documentation skills.
  • Outstanding verbal and written communication skills.
  • Strong organizational and interpersonal skills.
  • Exceptional problem-solving abilities.
  • Strong Analytical skills, being able to solve complex math problems.

Job Details

Lead Implementation Associates are responsible for aiding the onboarding process for new clients onto the company's SaaS platform and service model. They collaborate with both clients and various Clearwater teams to assess requirements and customize solutions. These solutions are tailored to fulfill the client's accounting, compliance monitoring, performance measurement, risk analysis, and reporting necessities. 

Responsibilities: 

  • Demonstrates a deep understanding of Clearwater's core value proposition and effectively communicates its value to Clearwater clients. 
  • Proficiently follows Clearwater Way methodologies for client implementation and onboarding, ensuring alignment and support. 
  • Provides comprehensive training to Clearwater's clients on Clearwater's Platform. 
  • Effectively communicates project status, issues, and risks to all relevant stakeholders. 
  • Independently leads a project workstream with competence. 
  • Skillfully troubleshoots and resolves customer issues during the implementation process. 
  • Manages client and internal stakeholder relationships, including senior-level management, throughout the implementation process. 
  • Delivers exceptional consultancy services, ensuring that project objectives align with project plans. 
  • Identifies and promptly escalates risks and issues to the Project Manager and Senior Stakeholders for appropriate action. 
  • Applies acquired skills and decision-making best practices to successfully complete various tasks. 
  • Earns trust by consistently delivering accurate, timely, and comprehensive responses to routine inquiries, both in written and verbal contexts. 
  • Has the ability to provide internal training to colleagues, sharing expertise effectively within the team. 
  • Proficiently documents and suggests internal process improvements and product enhancements. 
  • A seasoned professional with a comprehensive understanding of their specialization, adept at resolving a wide range of issues using creative solutions. 
  • Identifies opportunities for improvement and takes the lead in implementing solutions within the team, contributing to continuous improvement efforts. 

Required Skills:  

  • Advanced knowledge of general investment accounting principles and practices. Beginning to understand nuances relating to at least one non-GAAP accounting basis (IFRS, STAT, TAX, etc.). 
  • Leadership Skills to lead workstreams in implementation. 
  • Advanced understanding of TVOM, duration, yield, returns, and risk exposures.  
  • Advanced understanding of vanilla fixed income and equity investments. 
  • Advanced Knowledge of investment accounting policies and procedures preferred. 
  • Advanced Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income preferred. 
  • Advanced Experience with relational database principles and SQL querying. 
  • Project management skills preferred. 
  • Strong computer skills, including proficiency in Microsoft Office.  
  • Excellent attention to detail and strong documentation skills.  
  • Outstanding verbal and written communication skills.  
  • Strong organizational and interpersonal skills. 
  • Exceptional problem-solving abilities. 
  • Strong Analytical skills, being able to solve complex math problems. 

  

Education and Experience:  

  • Bachelor's / Master's degree in related field. 
  • 3+ years of relevant experience. 

 

 

 

 

 

 

 

 

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About The Company

Clearwater Analytics (NYSE: CWAN) is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations.


Clearwater aggregates, reconciles, and reports on more than $6.4 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide.


For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients.


With global headquarters in Boise, Idaho, and offices in Edinburgh, Frankfurt, London, New Delhi, New York, Paris, Seattle, Singapore, and Washington D.C., Clearwater sets the new global standard for investment portfolio reporting.

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