Implementation Associate
Core
Aiding the onboarding process for new clients onto the company's SaaS platform and service model, customizing solutions for accounting, compliance, performance measurement, risk analysis, and reporting.
Role type
Implementation Associate
Builds
Customized SaaS platform solutions for client onboarding
Domain
Financial services / Investment management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
TVOM, duration, yield, returns, risk exposures, Excel (formulas and formatting), investment accounting policies, securities/financial markets experience (derivatives, alternatives, structured products, fixed income), SQL querying, relational database principles
Preferred skills
Project management, Microsoft Office proficiency, attention to detail, documentation skills
Technologies
Clearwater platform, Excel, SQL, Microsoft Office
Responsibilities
Lead client onboarding onto the platform, conduct comprehensive training sessions, troubleshoot and resolve customer issues, manage client and internal stakeholder relationships, provide consultancy services to align client goals with project plans, escalate risks and issues to the Project Manager.
Seniority
Mid-level, hands-on IC
