Project Manager

undefined ago • 4-10 Years • Project Management

Job Summary

Job Description

This Project Manager role at Clearwater Analytics involves end-to-end project execution, ensuring adherence to scope, timeline, and budget. Key responsibilities include project plan creation, budget management, change controls, and risk/issue management. The role requires expertise in various project management methodologies, strong client-facing skills, and domain knowledge in financial services, particularly with pricing, risk, and trading platform solutions. The ideal candidate will possess excellent communication, analytical, and strategic thinking abilities, proactively mitigating risks and building strong stakeholder relationships.
Must have:
  • Manage end-to-end project execution, scope, timeline, and budget.
  • Create and maintain project plans, budgets, change controls.
  • Track and mitigate project risks and issues.
  • Apply project management methodologies (Agile, Waterfall).
  • Manage projects over 6 months duration and $500k budget.
  • Work on client-facing projects with global teams.
  • Scope and document SOWs for existing clients.
  • Demonstrate strong communication and stakeholder management.
  • Deliver pricing, risk, and trading platform solutions.
  • Understand the trade lifecycle.
  • Possess 4-10 years of project management or senior analyst experience.
  • Have client implementations experience.
  • Experience in Financial Services (Investment, Banking, Insurance, FinTech).
Good to have:
  • Risk management tools knowledge
  • Front office tools knowledge

Job Details

Responsibilities:

  • Manages end-to-end execution of projects, ensuring they meet scope, timeline, and budget requirements.
  • Executes project plan creation and maintenance, project budget management, change controls, risk and issue management.

Skills/Experience:

PM Skills (Methodologies, budgeting, etc.):

  • Expertise in project management methodologies (Agile, Waterfall, etc.).
  • Hands on experience with budget management and risks/issues tracking & mitigation
  • Expertise in project managing the full lifecycle on projects of 6+ month duration and budget > $500k
  • Extensive experience working on client facing projects alongside a global team of Engineers, Sales/Account Management, and customer support

BA Skills:

  • Scope and document SOWs for existing clients.

Communication/Stakeholder Mgmt Skills:

  • Strong communication and stakeholder management skills.
  • Persistence and adaptability
  • Comfortable with ambiguity
  • Excellent analytical, strategic conceptual thinking, and strategic planning, and execution skills
  • Flexibility - comfortable with wearing many hats

Domain Expertise/Types of Projects:

  • Project Management experience delivering pricing, risk, and trading platform solutions on a range of projects pre or post sales (i.e. large scale, complex initiatives, and tactical and/or strategic projects)
  • Understanding of the trade lifecycle.

Strategic Initiatives:

  • Provide feedback & improve PM processes.

Escalations/Project Oversight:

  • Proactive work ethic and ability to work with minimal supervision
  • Proactively mitigates project risks and issues, and has oversight and responsibility for the entire project independently.
  • Builds strong relationships with internal/external stakeholders, resolves conflicts, and manages expectations for the entire project
  • Ability to provide actionable insights and recommendations to support high-level decision-making.

Required Skills:

  • 4-10 years total experience, with demonstrated project management or workstream/senior analyst experience
  • Must have client implementations experience
  • Financial Services Experience (Investment, Banking, Insurance, FinTech, etc).
  • Bachelor’s or master's in relevant field e.g. project management, MBA, finance, economics etc...
  • Knowledge of risk management or front office tools is good to have, but not essential

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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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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