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Job Summary Implementation Associates support the onboarding of new clients onto Clearwater's SaaS platform and service model. They work alongside clients and cross-functional Clearwater teams to gather requirements and help configure solutions that support each client's investment performance measurement, risk analysis, compliance monitoring, and reporting needs. Responsibilities Communicate Clearwater's core value proposition clearly to clients throughout the implementation process Follow Clearwater Way methodologies to guide clients through implementation and onboarding Support client training on Clearwater's platform Contribute to a project workstream, keeping stakeholders informed of status, issues, and risks Troubleshoot and resolve client issues that arise during implementation Build strong working relationships with client and internal stakeholders throughout the engagement Support project objectives by keeping day-to-day work aligned with the project plan Identify and escalate risks or issues to the Project Manager promptly Apply sound judgment to work through implementation challenges as they arise Respond to routine inquiries — written and verbal — accurately and on time Share knowledge and best practices with teammates as experience grows Document and suggest internal process and product improvements Bring forward ideas for improvement within the team Required Skills General knowledge of investments and financial markets; exposure to investment accounting concepts a plus Understanding of TVOM, duration, yield, returns, and risk exposures Understanding of vanilla fixed income and equity investments Exposure to derivatives, alternatives, structured products, and/or fixed income a plus Strong computer skills, including proficiency in Microsoft Office Excellent attention to detail and documentation skills Strong verbal and written communication skills Strong organizational, interpersonal, and analytical problem-solving skills Education and Experience Bachelor's degree in a related field 1–8 years of relevant experience Thank you for your interest in a career with Clearwater! Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at www.clearwateranalytics.com. Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply! You may be just what we're looking for.
Clearwateranalytics
Office - Boise, United States of America
Lead Implementation Associate.
SENIOR LEVEL