Subject Matter Expert – Implementations

The Global Delivery division is responsible for onboarding all new clients onto Clearwater’s SaaS platform. As SME, you will work on a variety of client implementations to provide domain expertise in investment accounting, financial markets, and regulatory reporting. You will be an integral part of a collaborative division spanning Analysts, Team Leads and Project and Program Managers.

Responsibilities

• Develop and apply deep domain expertise to evaluate requirements and configure solutions to meet a wide range of investment accounting and reporting needs for Clearwater’s largest clients.
• Develop a deep understanding of Clearwater’s product.
• Strategize with development teams to enhance our product offering, improve our client on-boarding experience, shorten delivery time frames, and develop repeatable, scalable processes.
• Effectively communicate and collaborate with a global team to resolve problems and client inquiries accurately and efficiently.
• Spread your knowledge by designing and implementing training materials and SOPs.
• Managed assigned projects and coordinate necessary resources.

Required Skills

• Knowledge of investment accounting policies and procedures
• Knowledge of: Securities or financial markets, especially derivatives, alternatives, structured products, and/or fixed income, is good to have.
• Understanding of challenges in the industry (reporting, accounting, data…)
• Proven history of proficient Excel use
• Ability to concisely convey information through verbal and written communication.
• Dynamic problem-solving skills, and an innate sense of curiositywith motivation to continually learn and solve problems for our clients.
• Excellent organizational and interpersonal skills

Education and Experience

• Bachelor’s degree in Accounting, Finance, or related discipline
• Relevant experience in any of the following: Asset Management, Insurance, Audit, FinTech, Investment Accounting, or Investment Operations

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