Sr. Subject Matter Expert - Analytics & Reporting
Core
Sr. Subject Matter Expert providing deep domain expertise in Solvency II reporting or Derivatives & Alternatives asset classes to support client onboarding on Clearwater's SaaS platform.
Role type
Senior Subject Matter Expert (Analytics & Reporting)
Builds
Scalable client onboarding processes and enhanced product offerings for financial services clients
Domain
Financial Services / Regulatory Reporting / Investment Accounting
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Solvency II reporting, Derivatives & Alternatives asset classes, Investment accounting policies, Equities, Fixed Income, structured products, General Ledger systems, Project management tools, Excel, Microsoft Office
Preferred skills
Securities or financial markets experience, Whitepaper contribution, Training material design
Technologies
Clarizen, Salesforce, JIRA, Clearwater tools, Workday, Peoplesoft
Responsibilities
Implement Clearwater Way methodologies for client onboarding, Develop solutions for industry knowledge gaps, Apply aggregate/reconcile/report value proposition, Handle financial accounting and Investment statements, Collaborate with global teams to resolve client inquiries, Design training materials and SOPs, Strategize with product management to reduce delivery timeframes
Seniority
Senior, hands-on IC