Lead Implementation Associate

Implementation Analysts at Clearwater Analytics are crucial for onboarding new clients onto the company's SaaS platform. They collaborate with clients and internal teams to assess requirements and customize solutions for accounting, compliance, performance measurement, risk analysis, and reporting. The role involves providing comprehensive training, managing project status, troubleshooting issues, and maintaining strong client relationships to ensure project objectives align with plans.

Must Have

• Demonstrates a deep understanding of Clearwater's core value proposition
• Proficiently follows Clearwater Way methodologies for client implementation and onboarding
• 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
• Delivers exceptional consultancy services, ensuring project objectives align with project plans
• Identifies and promptly escalates risks and issues to the Project Manager and Senior Stakeholders
• 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
• 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
• Identifies opportunities for improvement and takes the lead in implementing solutions within the team
• 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
• Advanced Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income
• Advanced Experience with relational database principles and SQL querying
• Project management skills
• 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
• Bachelor's / Master's degree in related field
• 3+ years of relevant experience

Job Summary:

Implementation Analysts 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.

Welcome

Thank you for your interest in a career with Clearwater!

About us

Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at www.clearwateranalytics.com.

Don’t meet every single requirement?

Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply! You may be just what we're looking for.