Subject Matter Expert - Client Servicing, Hedge Funds
Core
Domain expert liaison translating client investment accounting requirements into system configurations, process designs, and training materials for Clearwater's largest clients.
Role type
Senior IC Subject Matter Expert (Investment Accounting)
Builds
Investment accounting and reporting solutions for hedge funds and institutional clients
Domain
Financial Services / Investment Accounting
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Investment accounting expertise, system configuration, process design, SOP development, project management, complex problem-solving, documentation
Preferred skills
Mentorship, continuous improvement, strategic product enhancement
Technologies
Clearwater systems, Microsoft Office
Responsibilities
Translate client business requirements into system applications and process designs; deliver accurate responses to complex client inquiries; collaborate with global teams to resolve financial and accounting problems; strategize with development teams to enhance product offerings and onboarding; provide mentorship and design training materials; manage assigned projects and coordinate resources; contribute to knowledge base and drive client self-service
Seniority
Senior, hands-on IC
