Product Business Analyst

The Team:

The Trade Position Reconciliation (TPR) Team is one of multiple product groups within Clearwater Enfusion’s Product Development and Technology Teams. The TPR Team focuses on building straight-through processing (STP) solutions to and from various third-party vendors used by the fund management industry. Common partners include data providers, trade reconciliation/affirmation platforms, fund admins, PBs, and custodians.

The Role:

Reporting to the TPR lead for elective product management, we are seeking a Product Business Analyst to help develop the team’s expertise and use of best practices. This role will expose you to a wide range of stakeholders in the financial services industry, including hedge funds, institutional asset managers and analytics service providers. Success in this role will directly influence Enfusion’s ambitious growth and retention goals.

What You’ll Do:

• Partner with internal client-facing teams (e.g., Sales, Account & Client Success), third parties (e.g., hedge funds, institutional asset managers, service providers)), and internal technology developers to enable straight-through processing of our portfolio management solution, supporting incoming and outgoing data within the system and how that is processed within the Enfusion system.
• Develop and use in-depth understanding of the multi-asset class investment management process and the supporting technologies to specify clear requirements, design solutions, and create holistic test plans
• Ensure requests from clients and internal stakeholders (Sales, Account Managers, Client Success teams) are handled promptly and appropriately, answered with key insight that stakeholders can practically use
• Strengthen our client and broker relationships through strong delivery, clear business communication, and setting appropriate expectations
• Communicate regularly with the development team to provide guidance on the enhancements required and its prioritization
• Work with developers, testers, and external third parties to comprehensively test new interfaces and ensure sign-off from all stakeholders
• Become a trusted point of contact within the firm for TPR related requests
• Document new developments, as well ascross-train the team and other relevant internal stakeholders about exciting product releases.
• Oversee strategic roadmap initiatives with minimal supervision and independently deliver results through collaboration across all relevant stakeholders
• Participate in complex elective projects which require a technical acumen ,expertise, and critical thinking - specifically in data management, connectivity and process architecture.
• Build new and/or improve existing broker relationships through mutual value propositions that benefit both counterparties., and may help drive company-wide initiatives.
• Identify and help deliver improvements to day-to-day BAU processes with data driven decisions.
• Acts as a product champion who conducts demonstrations and training for support groups.

What You’ll Need:

• Bachelor’s Degree in Finance, Economics, Accounting, Engineering, Computer Science, or a related field
• Desire to create and improve processes, as well as define best practices.
• Understanding of portfolio management, fund accounting, and cash management across a range of financial instruments including knowledge of the Pre and Post Trade Life cycle (Equities, Options, Futures, FX, Fixed Income, CDS, Total Return Swaps, etc.) – this could be through education or actual experience
• Skilled at working effectively and independently with cross-functional teams
• Strong written and oral communication skills and proven ability to effectively communicate with senior and C level management teams.
• Highly organised, self-driven, extremely quick learner, and able to work in a fast-paced environment where they showcase critical thinking and confidence in the application of their knowledge
• Experience in reading code (such as Java) is a strong plus.
• Knowledge of standard protocols like FTP, FIX, API, SOAP and Swift, and any experience with XML or FpML is a strong plus.

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

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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.

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