SME- Implementation
Core
Guide clients through the implementation of Clearwater's Portfolio Management System (PMS), acting as the primary point of contact for customization, workflow consulting, and data migration.
Role type
Senior Implementation Subject Matter Expert (Asset Management)
Builds
Customized PMS configurations, data migration pipelines, and trading workflows for hedge funds and asset managers.
Domain
Financial Services / Asset Management / Portfolio Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Hedge fund/asset management industry experience, front/middle/back office workflow knowledge, PMS implementation experience, project management, risk management, financial product knowledge (listed/OTC), client-facing communication, analytical skills, commercial Order Management/Portfolio Management software experience.
Preferred skills
Fintech onboarding experience, experience with Clearwater PMS or similar platforms.
Technologies
Clearwater PMS, commercial Order Management systems, Portfolio Management software, Investment Record keeping software.
Responsibilities
Manage new client implementations and serve as the first point of contact for platform customization and workflow consulting; Consult with clients to align business processes with Clearwater solutions; Liaise with internal production teams to support data migration, interfaces, and trading workflows; Facilitate the setup of software components (Funds, Brokers, Trade Commissions, GL accounts) based on client requirements; Facilitate the setup of custom reporting requirements; Identify opportunities for process improvement in the implementation workflow.
Seniority
Senior, hands-on IC
