Subject Matter Expert - Implementations
Core
Implementing Clearwater's SaaS platform for automated investment data aggregation, reconciliation, accounting, and reporting for global clients.
Role type
Senior Subject Matter Expert - Implementations
Builds
Client onboarding and implementation of investment data solutions
Domain
Financial services, investment accounting, regulatory reporting
Deliverable
client delivery
Required skills
Investment accounting policies and procedures, Securities/financial markets knowledge (derivatives, alternatives, structured products, fixed income), Industry reporting/accounting/data challenges, Proficient Excel use, Project management, Training material design
Preferred skills
Asset Management, Insurance, Audit, FinTech, Investment Operations experience
Technologies
Clearwater SaaS platform, Excel
Responsibilities
Evaluate requirements and configure solutions for investment accounting needs, Strategize with development teams to enhance product offering and shorten delivery timeframes, Design and implement training materials and SOPs, Manage assigned projects and coordinate resources
Seniority
Senior, hands-on IC
