Lead Implementation Associate
Core
Lead end-to-end onboarding of institutional investors onto a cloud-native investment management SaaS platform, configuring solutions for trading, accounting, compliance, performance, and reporting.
Role type
Senior Implementation Consultant (Investment Management)
Builds
Cloud-native front-to-back investment management platform for institutional investors
Domain
Financial Services / Investment Management / Fintech
Deliverable
client delivery
Required skills
Investment operations, investment accounting, financial reporting, securities knowledge, project management, stakeholder management, requirements analysis, solution design, risk identification, client training
Preferred skills
Derivatives, fixed income, structured products, alternatives, Master's degree, Excel proficiency
Technologies
Clearwater SaaS platform, Microsoft Office, Excel
Responsibilities
Lead end-to-end client onboarding and platform configuration, conduct training sessions for clients, collaborate cross-functionally to design tailored solutions, troubleshoot implementation issues, manage project milestones and risks, communicate value proposition to stakeholders
Seniority
Mid-to-Senior, hands-on IC
