The Role:
Subject Matter Expert - Implementation will act as a guide and subject matter expert for clients when implementing Clearwater’s PMS (Portfolio Management System). This role will build strong PMS product knowledge, manage a positive relationship with our clients, understand and apply project methodologies and risk management processes, development requirement documents, summarize data, and be the point person for client-facing communication.
Responsibilities:
- Manage new client implementations and serve as the first point of contact for new clients regarding platform customization, Q&A and workflow consulting.
- Consult with clients to match their current and desired business processes with Clearwater software and services solutions.
- Engage senior client and internal stakeholders to review project progress and task-level status.
- Liaise with internal production team to support Data migration, Interfaces, Trading workflows, troubleshoot P&L and accounting issues.
- Facilitate the setup of various components Clearwater software such as Funds, Brokers, Trade Commissions, Market Environment, GL accounts, etc. based on unique client requirements.
- Facilitate the setup of custom Position, Trade and Accounting reporting requirements.
- Identify opportunities for process improvement and documentation in the Implementation workflow and other internal processes.
Required Skills:
- 5+ years of experience in the hedge fund or asset management industry, including front, middle, and back office workflows.
- 5+ years of Fintech onboarding and / or software implementation experience preferred
- 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
- Ability to manage competing priorities and deliver with high quality.
- Thorough knowledge of a wide range of both listed and OTC financial products.
- Experience with commercial Order Management, Portfolio Management and Investment Record keeping software.
Education and Experience:
- Bachelor’s degree or above in Accounting or Finance-related field, or experience in relevant area of specialization.
- 5+ years’ relevant experience.
