Implementation - Analyst OEMS

The Global Delivery, Client Onboarding team is spread across three verticals (PMS, OEMS, and Managed Services Implementation) and is responsible for ensuring a smooth and efficient onboarding process for new clients. These teams act as the face of Clearwater - Enfusion to our buy-side clients including traders, portfolio managers and operational users throughout the project lifecycle and serve as the central point of contact for internal teams including Product, Technology, and Account Management.

General Responsibilities: 

• Support new client implementations and serve as the first point of contact for new clients regarding platform customization, Q&A and workflow consulting.

• Support internal stakeholders to review project progress and task-level status.

• Liaise with internal production teams to support Data migration, Interfaces, Trading workflows, troubleshoot P&L and accounting issues.

• Identify opportunities for process improvement and documentation in the Implementation workflow and other internal processes.

Required Skills:   

• A client-service mentality and collaborative work style

• Strong client-facing communication and analytical skills are paramount.

• Solid project management / milestone / dependency tracking experience with an ability to identify and escalate project risks

• An understanding of Finance, Investment or Hedge Funds, front to back-office workflows.

• A strong understanding of a variety of financial products and derivatives (Equities, Options, Futures, FX, Fixed Income, CDS, IRS, etc.).

• Ability to handle and prioritize multiple projects and work independently

• Excellent verbal and written communication skills

Education and Experience: 

• Bachelor’s degree or above in Finance, Maths, Engineering or Computer Science is strongly preferred. 

• Up to 3 years experience in relevant area of specialization is a plus

• Fresh Graduates are welcome.

Job Summary: 

The Program Manager is responsible for identifying and finalizes project/implementation scope. Develops detailed implementation plans including internal, client and third-party resourcing. Manages and coordinates with internal, client and third-party resources to ensure a successful, on-time quality implementation per plan. Generates weekly status reports, holds weekly status meetings with client and project team. Schedules and leads steering committee meetings with C-level client decision makers and Clearwater senior management. Serves as a trusted relationship manager responsible for ensuring timely, accurate, and thorough responses to all client inquiries and a successful transition to the steady-state servicing team. Manages and reports on budget for implementations. Possess the ability to seek out, recommend, and implement continuous service improvements within the project timeline (and future projects). Leads the transition from Sales team to Global Delivery team pre-project kick-off and from Global Delivery to Client Services upon implementation. 

Responsibilities:  

• Identifies and finalizes project/implementation scope.  

• Develops detailed implementation plans including internal, client and third-party resourcing. 

• Manages and coordinates with internal, client and third-party resources to ensure a successful, on time and with quality implementation per plan.  

• Generates weekly status reports, holds weekly status meetings with client and project team. 

• Schedules and leads steering committee meetings with C-level client decision makers and Clearwater senior management.  

• Manage and report on budget for implementation. 

• Seek out, recommend, and implement continuous service improvements. 

• Serves as a trusted relationship manager responsible for ensuring timely, accurate, and thorough responses to all client inquiries and a successful transition to the steady-state servicing team.  

• Be the bridge between various business stakeholders including Client Servicing team, Sales team, and Development team. 

• Ability to run multiple simultaneous implementations with minimal oversight. 

Required Skills:  

• Expert Technical skills in JIRA, Excel, Clarizen and Salesforce. Explores, trials, and provides trusted recommendations for the use of other tools and technologies as use cases arise.  

• Financial Services Experience (Investment, Banking, Insurance, FinTech, etc). 

• Project manage in a matrix reporting environment. 

• Investment accounting and reporting knowledge. 

• Familiarity with Software-as-a-Service (SaaS) platforms and delivery model 

• Strong computer skills, including proficiency in Microsoft Office.  

• Excellent attention to detail and strong documentation skills.  

• Outstanding verbal and written communication skills.  

• Strong organizational and interpersonal skills. 

• Exceptional problem-solving abilities. 

Education and Experience: 

• Bachelor’s and/or master's in finance or accounting. 

• 7+ years of relevant project management and implementation experience working with external clients.  

• Proven experience implementing software solutions within Asset Management, Market Data and/or Insurance space. 

• Consulting experience. 

• Securities or financial markets experience. 

• Experience of managing a team essential (7-15 people).