Job Summary:
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:
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Demonstrates a deep understanding of Clearwater's core value proposition and effectively communicates its value to clients.
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Takes charge of the onboarding process for clients onto Clearwater's platform.
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Conducts comprehensive training sessions for Clearwater's clients, ensuring they become proficient in using the Clearwater platform.
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Communicates project status, issues, and risks in an effective and transparent manner.
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Skillfully troubleshoots and resolves customer issues that may arise during the implementation phase.
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Manages client and internal stakeholder relationships adeptly throughout the entire implementation process.
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Provides valuable consultancy services to clients, ensuring that their goals align with the established project plans and objectives.
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Identifies and promptly escalates any identified risks and issues to the Project Manager for appropriate action.
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Applies acquired skills, procedures, and best practices in decision-making to successfully complete various tasks.
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Earns trust by consistently delivering accurate, timely, and comprehensive responses to routine inquiries, both in written and verbal contexts.
Required Skills:
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Understanding of TVOM, duration, yield, returns, and risk exposures.
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Intermediate Technical Skills in Excel (basic formulas and formatting).
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Knowledge of investment accounting policies and procedures preferred.
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Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income preferred.
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Project management skills preferred.
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Strong computer skills, including proficiency in Microsoft Office.
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Excellent attention to detail and strong documentation skills.
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Outstanding verbal and written communication skills.
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Strong organizational and interpersonal skills.
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Exceptional problem-solving abilities.
Education and Experience:
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Bachelor's degree in related field.
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2+ years of relevant experience.
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Experience with relational database principles and SQL querying.
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INTERNAL: Open to Grade 4.2 & 5.
Top Skills
What We Do
Clearwater Analytics 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 $5.5 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, London, New Delhi, New York, and Singapore, Clearwater sets the new global standard for investment portfolio reporting.
