Clearwater Analytics, Ltd
Subject Matter Expert - PMS ImplementationsApplylocations: Office - Londontime type: Full timeposted on: Posted Todayjob requisition id: R11909 Job Summary: The Enfusion Onboarding division is responsible for onboarding all new clients onto Enfusion by Clearwater's front-to-back SaaS platform. An SME works across a portfolio of client implementations to provide deep domain expertise across Enfusion's core capabilities - including portfolio management, order and execution management (OEMS), and pre- and post-trade compliance. They are an integral part of a collaborative division spanning analysts, team leads, and programme managers. Working closely with product and development teams, they help shape and enhance the platform, streamline the client onboarding experience, and accelerate time-to-value through scalable, repeatable delivery processes. Responsibilities: Implements and onboards clients proficiently onto the Enfusion platform, aligns with the Enfusion Client Engagement Model, and provides ongoing support through go-live and beyond. Identifies opportunities for process and product improvement proactively, and takes the lead in driving solutions within their role or team. Guides peers on industry and product knowledge as Enfusion's functionality continues to evolve. Understands and applies Enfusion's core value proposition - unified front-to-back operations on a single database - and develops deep expertise in at least one client segment (e.g., hedge funds, long/short equity, global macro, credit, multi-strategy). Handles investment operations workflows with confidence, including Enfusion's PMS, OEMS, shadow accounting/general ledger, and reporting capabilities. Builds fluency in Enfusion's full product suite - portfolio management, order execution, compliance, data management, and risk and analytics - and develops a growing repertoire of configuration best practices and user stories. Communicates and collaborates effectively with global, cross-functional teams to resolve implementation issues and address client queries accurately and efficiently. Shares knowledge by designing training materials and Standard Operating Procedures (SOPs), and contributes to thought leadership relevant to Enfusion clients and prospects. Serves as a trusted client advocate throughout onboarding, building toward a confident advisory relationship as expertise develops. Required Skills: Intermediate proficiency with project management tools (e.g., Salesforce, JIRA) Solid understanding of investment operations workflows for hedge funds and/or asset managers - including order management and trade lifecycle. Working knowledge of equities, fixed income, derivatives, and/or alternatives, particularly in a front-to-middle office context. Proven experience with Excel; comfort with data reconciliation and analysis. Familiarity with IBOR/ABOR concepts Understanding of pre- and post-trade compliance frameworks, including multi-jurisdictional requirements (US, EMEA, APAC) is desirable. Dynamic problem-solving skills and a strong sense of curiosity. Excellent attention to detail and strong documentation skills. Outstanding verbal and written communication skills. Strong organisational and interpersonal skills. Education and Experience: 4+ years of relevant experience in investment operations, financial technology implementation, or a related field. WelcomeThank you for your interest in a career with Clearwater! About usClearwater 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 . Don't meet every single requirement?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.
Subject Matter Expert - PMS ImplementationsApplylocations: Office - Londontime type: Full timeposted on: Posted Todayjob requisition id: R11909 Job Summary: The Enfusion Onboarding division is responsible for onboarding all new clients onto Enfusion by Clearwater's front-to-back SaaS platform. An SME works across a portfolio of client implementations to provide deep domain expertise across Enfusion's core capabilities - including portfolio management, order and execution management (OEMS), and pre- and post-trade compliance. They are an integral part of a collaborative division spanning analysts, team leads, and programme managers. Working closely with product and development teams, they help shape and enhance the platform, streamline the client onboarding experience, and accelerate time-to-value through scalable, repeatable delivery processes. Responsibilities: Implements and onboards clients proficiently onto the Enfusion platform, aligns with the Enfusion Client Engagement Model, and provides ongoing support through go-live and beyond. Identifies opportunities for process and product improvement proactively, and takes the lead in driving solutions within their role or team. Guides peers on industry and product knowledge as Enfusion's functionality continues to evolve. Understands and applies Enfusion's core value proposition - unified front-to-back operations on a single database - and develops deep expertise in at least one client segment (e.g., hedge funds, long/short equity, global macro, credit, multi-strategy). Handles investment operations workflows with confidence, including Enfusion's PMS, OEMS, shadow accounting/general ledger, and reporting capabilities. Builds fluency in Enfusion's full product suite - portfolio management, order execution, compliance, data management, and risk and analytics - and develops a growing repertoire of configuration best practices and user stories. Communicates and collaborates effectively with global, cross-functional teams to resolve implementation issues and address client queries accurately and efficiently. Shares knowledge by designing training materials and Standard Operating Procedures (SOPs), and contributes to thought leadership relevant to Enfusion clients and prospects. Serves as a trusted client advocate throughout onboarding, building toward a confident advisory relationship as expertise develops. Required Skills: Intermediate proficiency with project management tools (e.g., Salesforce, JIRA) Solid understanding of investment operations workflows for hedge funds and/or asset managers - including order management and trade lifecycle. Working knowledge of equities, fixed income, derivatives, and/or alternatives, particularly in a front-to-middle office context. Proven experience with Excel; comfort with data reconciliation and analysis. Familiarity with IBOR/ABOR concepts Understanding of pre- and post-trade compliance frameworks, including multi-jurisdictional requirements (US, EMEA, APAC) is desirable. Dynamic problem-solving skills and a strong sense of curiosity. Excellent attention to detail and strong documentation skills. Outstanding verbal and written communication skills. Strong organisational and interpersonal skills. Education and Experience: 4+ years of relevant experience in investment operations, financial technology implementation, or a related field. WelcomeThank you for your interest in a career with Clearwater! About usClearwater 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 . Don't meet every single requirement?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.
Clearwater Analytics, Ltd
Sr. Subject Matter Expert - ImplementationsApplylocations: Office - Edinburgh: Office - Boise: Office - Londontime type: Full timeposted on: Posted 4 Days Agojob requisition id: R10046-2The Professional Services division is responsible for delivery of change/transformation/advisory services to existing clients on Clearwater's SaaS platform. We work in conjunction with Client Services to identify opportunities for value-added services to steady state clients and implement change projects for our clients. A Subject Matter Expert (SME) works on a variety of client projects in Investment Accounting, General Ledger, Client Reporting and Derivatives & Alternatives asset classes. All client projects are billable via Professional Services fees and based on time & material or fixed fee billing. Typical examples of projects include data integration projects (changes to inbound/outbound feeds to CW), GL rebuild, accounting configuration changes, bespoke reports etc. SMEs are an integral part of a collaborative division spanning analysts, team leads and program managers. Collaborating with client services, global delivery and R&D teams, they strategize and enhance our product offering, streamline client's change management experience, and expediate delivery timeframes through scalable processes. Responsibilities: Proactively identifies opportunities for value-added professional services with existing steady state clients by working closely with Client Services and Clearwater leadership teams. Hands-on expertise in Clearwater's core offering of Accounting, Compliance, Risk, and Performance reports, with a robust repertoire of best practice solutions. Expert in requirements analysis and solution design considering both complexity and scale. Strategizes with client services, product management and development teams to enhance the client change management experience, optimize delivery timeframes, and establish repeatable, scalable processes. Serves as a trusted client advocate and a confident client advisor. Required skills: Bachelors/master's in finance/accounting or related field. 7+ years of relevant experience in related field. CFA or CPA is desirable. Proven experience in Client Servicing and/or Onboarding teams in Clearwater. Advanced Experience with General Ledger systems and period-end close processes. Advanced Knowledge of investment accounting policies and procedures. Securities or financial markets experience, especially involving alternative assets. Knowledge in at least one specific market/regulatory regime (e.g. NAIC, Local GAAP). Knowledge of CW platform data migration processes - inbound/outbound feeds, cost basis file load, load parallels etc. Excellent attention to detail and strong documentation skills. Outstanding verbal and written communication skills; strong problem-solving abilities.
Sr. Subject Matter Expert - ImplementationsApplylocations: Office - Edinburgh: Office - Boise: Office - Londontime type: Full timeposted on: Posted 4 Days Agojob requisition id: R10046-2The Professional Services division is responsible for delivery of change/transformation/advisory services to existing clients on Clearwater's SaaS platform. We work in conjunction with Client Services to identify opportunities for value-added services to steady state clients and implement change projects for our clients. A Subject Matter Expert (SME) works on a variety of client projects in Investment Accounting, General Ledger, Client Reporting and Derivatives & Alternatives asset classes. All client projects are billable via Professional Services fees and based on time & material or fixed fee billing. Typical examples of projects include data integration projects (changes to inbound/outbound feeds to CW), GL rebuild, accounting configuration changes, bespoke reports etc. SMEs are an integral part of a collaborative division spanning analysts, team leads and program managers. Collaborating with client services, global delivery and R&D teams, they strategize and enhance our product offering, streamline client's change management experience, and expediate delivery timeframes through scalable processes. Responsibilities: Proactively identifies opportunities for value-added professional services with existing steady state clients by working closely with Client Services and Clearwater leadership teams. Hands-on expertise in Clearwater's core offering of Accounting, Compliance, Risk, and Performance reports, with a robust repertoire of best practice solutions. Expert in requirements analysis and solution design considering both complexity and scale. Strategizes with client services, product management and development teams to enhance the client change management experience, optimize delivery timeframes, and establish repeatable, scalable processes. Serves as a trusted client advocate and a confident client advisor. Required skills: Bachelors/master's in finance/accounting or related field. 7+ years of relevant experience in related field. CFA or CPA is desirable. Proven experience in Client Servicing and/or Onboarding teams in Clearwater. Advanced Experience with General Ledger systems and period-end close processes. Advanced Knowledge of investment accounting policies and procedures. Securities or financial markets experience, especially involving alternative assets. Knowledge in at least one specific market/regulatory regime (e.g. NAIC, Local GAAP). Knowledge of CW platform data migration processes - inbound/outbound feeds, cost basis file load, load parallels etc. Excellent attention to detail and strong documentation skills. Outstanding verbal and written communication skills; strong problem-solving abilities.
Clearwater Analytics, Ltd
Edinburgh, Midlothian
Sr. Subject Matter Expert - ImplementationsApplylocations: Office - Edinburgh: Office - Boise: Office - Londontime type: Full timeposted on: Posted 4 Days Agojob requisition id: R10046-2The Professional Services division is responsible for delivery of change/transformation/advisory services to existing clients on Clearwater's SaaS platform. We work in conjunction with Client Services to identify opportunities for value-added services to steady state clients and implement change projects for our clients. A Subject Matter Expert (SME) works on a variety of client projects in Investment Accounting, General Ledger, Client Reporting and Derivatives & Alternatives asset classes. All client projects are billable via Professional Services fees and based on time & material or fixed fee billing. Typical examples of projects include data integration projects (changes to inbound/outbound feeds to CW), GL rebuild, accounting configuration changes, bespoke reports etc. SMEs are an integral part of a collaborative division spanning analysts, team leads and program managers. Collaborating with client services, global delivery and R&D teams, they strategize and enhance our product offering, streamline client's change management experience, and expediate delivery timeframes through scalable processes. Responsibilities: Proactively identifies opportunities for value-added professional services with existing steady state clients by working closely with Client Services and Clearwater leadership teams. Hands-on expertise in Clearwater's core offering of Accounting, Compliance, Risk, and Performance reports, with a robust repertoire of best practice solutions. Expert in requirements analysis and solution design considering both complexity and scale. Strategizes with client services, product management and development teams to enhance the client change management experience, optimize delivery timeframes, and establish repeatable, scalable processes. Serves as a trusted client advocate and a confident client advisor. Required skills: Bachelors/master's in finance/accounting or related field. 7+ years of relevant experience in related field. CFA or CPA is desirable. Proven experience in Client Servicing and/or Onboarding teams in Clearwater. Advanced Experience with General Ledger systems and period-end close processes. Advanced Knowledge of investment accounting policies and procedures. Securities or financial markets experience, especially involving alternative assets. Knowledge in at least one specific market/regulatory regime (e.g. NAIC, Local GAAP). Knowledge of CW platform data migration processes - inbound/outbound feeds, cost basis file load, load parallels etc. Excellent attention to detail and strong documentation skills. Outstanding verbal and written communication skills; strong problem-solving abilities.
Sr. Subject Matter Expert - ImplementationsApplylocations: Office - Edinburgh: Office - Boise: Office - Londontime type: Full timeposted on: Posted 4 Days Agojob requisition id: R10046-2The Professional Services division is responsible for delivery of change/transformation/advisory services to existing clients on Clearwater's SaaS platform. We work in conjunction with Client Services to identify opportunities for value-added services to steady state clients and implement change projects for our clients. A Subject Matter Expert (SME) works on a variety of client projects in Investment Accounting, General Ledger, Client Reporting and Derivatives & Alternatives asset classes. All client projects are billable via Professional Services fees and based on time & material or fixed fee billing. Typical examples of projects include data integration projects (changes to inbound/outbound feeds to CW), GL rebuild, accounting configuration changes, bespoke reports etc. SMEs are an integral part of a collaborative division spanning analysts, team leads and program managers. Collaborating with client services, global delivery and R&D teams, they strategize and enhance our product offering, streamline client's change management experience, and expediate delivery timeframes through scalable processes. Responsibilities: Proactively identifies opportunities for value-added professional services with existing steady state clients by working closely with Client Services and Clearwater leadership teams. Hands-on expertise in Clearwater's core offering of Accounting, Compliance, Risk, and Performance reports, with a robust repertoire of best practice solutions. Expert in requirements analysis and solution design considering both complexity and scale. Strategizes with client services, product management and development teams to enhance the client change management experience, optimize delivery timeframes, and establish repeatable, scalable processes. Serves as a trusted client advocate and a confident client advisor. Required skills: Bachelors/master's in finance/accounting or related field. 7+ years of relevant experience in related field. CFA or CPA is desirable. Proven experience in Client Servicing and/or Onboarding teams in Clearwater. Advanced Experience with General Ledger systems and period-end close processes. Advanced Knowledge of investment accounting policies and procedures. Securities or financial markets experience, especially involving alternative assets. Knowledge in at least one specific market/regulatory regime (e.g. NAIC, Local GAAP). Knowledge of CW platform data migration processes - inbound/outbound feeds, cost basis file load, load parallels etc. Excellent attention to detail and strong documentation skills. Outstanding verbal and written communication skills; strong problem-solving abilities.