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Job Description

The Team:

The Interface Operations team are responsible for taking ownership of priority queries, workflows, and projects across third party interfaces, consistently delivering optimal solutions for clients. The team will collaborate with Account Management, Interfaces Product and Interfaces Testing on new development and enhancements for clients. This role will report to the Interface Operations Team Lead.

What You’ll Do:

Proactive break resolution - 3rd party communication related to break resolution
Review of Daily and Monthly activities
Contribute to process improvement and team building related to all the above responsibilities
Collaborate with clients, external third parties, and internal teams to design workflows for interfaces that transport trade, position, risk, and analytics data to and from the Enfusion system.
Conduct investigation for reconciliation queries, resolving any issues relating to vendor data/prime broker data.
Be part of a team who are the trusted point of contact within the firm to collaborate with internal and external stakeholders (Clients, Sales, AM, Vendors, PB’s, Onboarding) to handle requests promptly and appropriately, and communicates key product insights effectively.
Strengthen our client and vendor relationships through strong delivery, clear business communication, and setting appropriate expectations.

What You’ll Need:

Bachelor’s Degree in Finance, Economics, Accounting.
2+ Years of experience working at a fund administrator, financial company, PB, custodians or asset manage
Familiarity with various asset classes and financial instruments (Equities, Options, Futures, FX, Fixed Income, CDS, Total Return Swaps, etc.) in a middle office capacity
Understanding of basic portfolio management concepts, including trading workflows and reconciliation workflows.
Proven ability to effectively communicate with all levels of staff and management
Highly organized, self-driven, extremely quick learner, and able to work in a fast-paced environment
Strong organization and Time management skills as this hire will both manage and need to get involved in technical problem solving.

What we offer

Business casual atmosphere
Team focused culture that promotes innovation and ownership
Access cutting edge investment reporting technology and expertise
401k with match
PTO and volunteer time off to give back to the community
Defined and undefined career pathways allowing you to grow your own way
Work from anywhere 3 weeks out of the year
Work from home Fridays
Maternity and paternity leave

Salary Range

$60,000.00 - $85,000.00

This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

91:T1735,

Job Summary:

Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal role in delivering prompt, precise, and comprehensive responses to client queries, with the ultimate objective of efficiently resolving a substantial number of issues while ensuring that clients become enthusiastic advocates of Clearwater.

Responsibilities:

Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets.
Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation.
Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user.
Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.
Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.
Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work.
Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams.
Deal with some of the more complex client queries.
Assist in training, developing, and coaching more junior staff members, and conduct oversight on their work.

Required Skills:

Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
Familiarity with the core offering of Accounting, Compliance, Risk, and Performance reports.
Intermediate understanding of fixed income and equity investments; a basic knowledge of alternative security types preferred.
Prior experience in finance and/or accounting.
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 degree or higher in Accounting or Financial/Business-related field.
2+ years of relevant experience.

92:Te54,

Lead Client Servicing Associate - Asset Management

As a Lead Client Servicing Associate in Clearwater’s Strategic and Large Asset Management (SLAM) division, you will be a trusted partner to some of Clearwater’s largest, most sophisticated, and fastest-evolving clients — spanning both asset management and insurance verticals.

You will own day-to-day client relationships across complex portfolios, multi-entity structures, and bespoke reporting requirements, while gaining broad exposure to Clearwater’s platform including PRISM, Enhanced Statements, Income Forecast Tool, Fund Accounting, Recon Insight, and BOS workflows.

This role suits someone who wants to grow at the intersection of client partnership, investment operations, product knowledge, and process innovation — working across Alternatives, Reconciliation, Product, Billing, Sales, and Global Delivery to deliver a seamless client experience.

You will also leverage AI-enabled tooling to streamline processing, accelerate resolution, and identify scalable process improvements.

Key Responsibilities

Serve as primary point of contact for client inquiries across investment accounting, reporting, reconciliation, platform usage, and operational workflows.
Manage day-to-day servicing across multiple client entities with strong execution, follow-through, and clear communication.
Investigate and resolve issues using Clearwater front- and back-office tooling.
Perform operational activities: account setup, month-end lockdowns, reconciliations, compliance tasks, and investment data validation.
Navigate complex environments — multi-custodian, multi-portfolio, multi-currency — with a focus on data quality and auditability.
Support client projects including onboarding, portfolio transitions, custom reporting, and process improvement initiatives.
Identify trends, recurring issues, and product gaps; contribute to documentation and scalable best practices.

What You Will Build in This Role

Project oversight — coordinating workstreams, managing action items, and driving delivery across stakeholders.
Relationship management — building credibility with sophisticated clients as a dependable day-to-day partner.
Cross-functional leadership — solving problems and moving initiatives forward across servicing, recon, product, delivery, billing, and sales.
Commercial awareness — understanding how servicing excellence drives retention, growth, and client strategy.
Platform breadth — broader Clearwater tool exposure than most traditional servicing roles.

Qualifications

Bachelor’s degree in Finance, Accounting, Economics, Business, or equivalent experience.
2+ years of directly applicable experience (reconciliation, accounting, or finance).
Excellent attention to detail, documentation, and organizational skills.
Strong communicator with confidence engaging a broad range of stakeholders.
Strong ownership mindset and instinct for delivering excellent client outcomes.
Comfortable in a fast-paced, high-expectation environment where priorities evolve quickly.
Experience supporting large institutional clients strongly preferred.
Proficiency in Microsoft Office (Excel); Salesforce experience preferred.
Familiarity with AI applications and Salesforce CRM preferred.

93:T1991,

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).

Salary Range

$102,000.00 - $144,000.00

94:Te17,

The Global Delivery division is responsible for onboarding all new clients onto Clearwater’s SaaS platform. An SME works on a variety of client implementations to provide deep domain expertise including Solvency II reporting or Derivatives & Alternatives asset classes. They are an integral part of a collaborative division spanning analysts, team leads, and program managers. Collaborating with development teams, they strategize and enhance our product offering, streamline the client onboarding experience, and expediate delivery timeframe through scalable processes.

Responsibilities:

Implements and onboards clients proficiently, aligns with Clearwater's Client Engagement Model, and provides necessary support.
Identifies opportunities for improvement proactively and takes the lead in implementing solutions within their role or team.
Guides peers on industry knowledge, even as Clearwater-specific assumptions and functionality continue to develop.
Understands and applies Clearwater's core value proposition (aggregate, reconcile, report) in a general context and is in the process of developing knowledge in at least one specific market/regulatory regime (e.g., IM, US insurance, Solvency II, Local GAAP, Canadian insurance).

Handles financial accounting and Investment statements with confidence, utilizing dashboards, report manager, formulas, advanced grouping, and filtering.
Familiarizes themselves with Clearwater's core offering of Accounting, Compliance, Risk, and Performance reports and actively builds a repertoire of user stories, which serve as best practices.
Communicates and collaborates effectively with a global team to resolve problems and address client inquiries accurately and efficiently.
Shares knowledge by designing and implementing training materials and Standard Operating Procedures (SOPs) while also contributing to thought leadership and whitepapers.
Serves as a trusted client advocate and is on the path to becoming a confident client advisor as expertise develops.

Required skills:

Intermediate Skills in Project management tools (Clarizen, Salesforce, JIRA), and Clearwater tools/skills associated with area of expertise (e.g., asset classes, accounting).

Intermediate Knowledge of investment accounting policies and procedures.
Intermediate knowledge Equities, Fixed Income, and structured products.
Proven history of proficient Excel use.
Dynamic problem-solving skills, and an innate sense of curiosity.
Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income.

Intermediate Experience with General Ledger systems (e.g., Workday, Peoplesoft) and period-end close processes.
Intermediate Project management & Leadership skills.
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:

Bachelors or Masters degree in Finance, Accounting or related field.

6+ years of relevant experience in a related field.

95:T1911,

We are looking for a Senior Product Manager with strong derivatives accounting experience to help design and build Clearwater’s end-to-end derivatives capabilities.

The ideal candidate will have deep knowledge of derivative instruments, derivative accounting and the broader derivatives lifecycle, along with hands-on experience with hedge accounting under ASC 815 and/or IFRS 9.

This person will work closely with Product, Engineering, Valuation, Accounting and client-facing teams to translate complex derivative accounting requirements into scalable product functionality.

Responsibilities:

Help design and build end-to-end derivatives capabilities across the trade and accounting lifecycle.

Translate derivative accounting requirements into product requirements, business rules, workflows, calculations and acceptance criteria for engineering teams.

Define accounting treatment and journal-entry logic for derivative instruments across initial recognition, periodic valuation, accruals, settlements, terminations and other lifecycle events.

Help design accounting functionality for instruments including interest-rate swaps, cross-currency swaps, FX forwards and NDFs, futures, options, caps/floors, swaptions and other derivative products.

Partner with valuation teams to ensure appropriate integration between derivative valuations, market data, cash flows and accounting outputs.

Help define accounting treatment for realized and unrealized gains/losses, accruals, settlements, premiums, financing components and other derivative-related accounting events.

Help design and build hedge accounting functionality, including hedge designation, documentation, effectiveness testing, ongoing maintenance, designation and termination.

Define product requirements for fair value hedges, cash flow hedges and net investment hedges.

Help develop functionality for hedge-accounting-specific events including OCI recognition and reclassification, hedge ineffectiveness, fair value hedge basis adjustments and amortization.

Help define requirements for hedge effectiveness methodologies including regression, dollar-offset, hypothetical derivative and critical-terms matching.

Help build downstream reporting, disclosures, audit support and accounting controls associated with derivatives.

Work directly with clients and internal subject-matter experts to understand complex derivatives use cases and translate them into scalable product capabilities.

Partner closely with Engineering throughout the development lifecycle, including solution design, testing, validation and release.

Requirements:

Approximately 8+ years of experience in derivatives accounting, financial instruments, treasury, capital markets, accounting advisory or a related area.

Strong understanding of derivative instruments and their accounting treatment.

Experience with the accounting lifecycle of derivatives, including valuation changes, accruals, settlements, terminations and journal entries.

Strong understanding of instruments such as interest-rate swaps, cross-currency swaps, FX forwards/NDFs, futures and options.

Hedge accounting experience under ASC 815 and/or IFRS 9 is required.

Experience with fair value hedges and cash flow hedges; net investment hedge experience is a plus.

Experience with hedge documentation and effectiveness assessment methodologies.

Strong understanding of the relationship between derivative valuation, economics, cash flows and accounting outcomes.

Ability to translate complex accounting guidance into clear business rules, system requirements and test scenarios.

Strong analytical skills and ability to work through complex transactional accounting scenarios.

Ability to collaborate effectively with accountants, engineers, valuation specialists, quantitative teams and clients.

Preferred:

We are particularly interested in candidates at the Manager level or experienced senior level within a Big Four accounting or advisory firm, particularly those working in:

Financial instruments

Derivatives accounting

Treasury accounting/advisory

Capital markets accounting

Financial-services accounting advisory

Hedge accounting

Candidates from banks, insurers, asset managers or financial technology companies with significant derivatives accounting experience will also be considered.

Salary Range

$179,400.00 - $243,136.45

96:T13a3,

Department: Client Services – Strategic and Large Asset Management (SLAM)

Role Summary

The Account Service Delivery Manager (SDM) is Clearwater’s primary day-to-day point of contact for some of the world’s largest and most sophisticated institutional clients spanning asset management and insurance verticals. You are the face of Clearwater to your clients, and their strongest internal advocate.

In this role, client health and client delight are your north star. You own the full client relationship; from the daily platform user to the executive decision-maker ensuring every interaction reflects the quality, responsiveness, and trust that defines the Clearwater experience. You manage client engagement, monitor service health, drive timely resolution of issues, and proactively identify opportunities to deepen the partnership and grow the client’s use of the platform.

You will also serve as a trusted advisor on investment operations and platform capabilities, collaborating closely with teams across Alternatives, Recon, Product, Billing, Sales, and Global Delivery to deliver a seamless, high-quality client experience. If you thrive on building relationships, solving complex problems, and making clients feel genuinely supported, this role is built for you.

You will also leverage AI-enabled tooling to streamline processing, accelerate issue resolution, and identify scalable improvements across the client servicing model.

Key Responsibilities

Client Relationship & Day-to-Day Engagement

Serve as the primary point of contact for your clients owning the relationship from daily users to executive decision-makers and ensuring every touchpoint reflects Clearwater’s commitment to service excellence.
Build deep, trust-based relationships with clients, becoming a dependable partner they turn to first for questions, escalations, strategic guidance, and platform adoption.
Run regular client service reviews and engagement check-ins, maintaining visibility at both the operational and senior stakeholder level.
Own client escalations end-to-end coordinating swift, clear resolution across internal teams while keeping clients informed throughout.

Client Health & Delight

Monitor and manage overall client health, tracking satisfaction, service delivery quality, and engagement across your portfolio.
Proactively identify risks to client satisfaction or retention and take action before issues escalate.
Ensure accurate and on-time delivery of daily, monthly, quarterly, and annual reporting and operational services.
Aggregate client feedback and channel insights back to Product, Operations, and leadership to improve the Clearwater offering.
Track and report on key service health indicators including client satisfaction scores, service acknowledgement and resolution times, on-time delivery, and revenue retention.

Operational Delivery

Investigate and resolve client inquiries across investment accounting, reporting, reconciliation, platform usage, and operational workflows using Clearwater’s front- and back-office tooling.
Perform operational activities including account setup, month-end lockdowns, reconciliations, compliance tasks, and investment data validation.
Navigate complex multi-custodian, multi-portfolio, and multi-currency environments with a sharp focus on data quality and auditability.
Support client projects including onboarding, portfolio transitions, custom reporting, and process improvement initiatives.

Growth & Continuous Improvement

Identify opportunities to expand the client’s use of Clearwater’s platform, collaborating with Sales to support retention and organic growth.
Spot recurring themes, product gaps, and process inefficiencies; contribute to documentation and scalable best practices.
Stay current on Clearwater product enhancements and industry developments to provide informed, proactive guidance to clients.

Qualifications

Bachelor’s degree in Finance, Accounting, Economics, Business, or equivalent experience.
5+ years in a client-facing financial services role, ideally in investment accounting, reconciliation, or institutional servicing.
Proven track record of owning and growing relationships with large institutional clients.
Strong communicator — equally comfortable in a daily check-in with an analyst and an executive service review.
Sharp ownership mindset with a genuine instinct for client delight and service excellence.
Comfortable in a fast-paced, high-expectation environment where priorities shift and clients depend on you.
Familiarity with AI applications and Salesforce CRM preferred.

97:T1735,

Job Summary:

Responsibilities:

Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets.
Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation.
Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user.
Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.
Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.
Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work.
Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams.
Deal with some of the more complex client queries.
Assist in training, developing, and coaching more junior staff members, and conduct oversight on their work.

Required Skills:

Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
Familiarity with the core offering of Accounting, Compliance, Risk, and Performance reports.
Intermediate understanding of fixed income and equity investments; a basic knowledge of alternative security types preferred.
Prior experience in finance and/or accounting.
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 degree or higher in Accounting or Financial/Business-related field.
2+ years of relevant experience.

98:T1735,

Job Summary:

Responsibilities:

Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets.
Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation.
Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user.
Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.
Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.
Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work.
Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams.
Deal with some of the more complex client queries.
Assist in training, developing, and coaching more junior staff members, and conduct oversight on their work.

Required Skills:

Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
Familiarity with the core offering of Accounting, Compliance, Risk, and Performance reports.
Intermediate understanding of fixed income and equity investments; a basic knowledge of alternative security types preferred.
Prior experience in finance and/or accounting.
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 degree or higher in Accounting or Financial/Business-related field.
2+ years of relevant experience.

99:Tf3f,

As Program Manager within the Professional Services division at CWAN, you will be responsible for the full project lifecycle from project scoping, developing implementation plans, managing resource, leading internal/external reporting to ensure a successful, on-time project delivery.

The Professional Services department in Clearwater specializes in providing expert consulting to clients across various industries. This team focuses on delivering tailored solutions that enhance operational efficiency, improve project outcomes, and drive business growth. Leveraging a wealth of industry knowledge and technical expertise, the department offers services such as project management, strategic planning, and system integration. By collaborating closely with clients, the Professional Services team ensures that their unique needs are addressed, empowering them to achieve their objectives effectively and sustainably.

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).
Working knowledge of market data systems or experience on data transformation projects in the asset management industry would be advantageous.
Project management in a matrix reporting environment.
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.

Salary Range

$120,000.00 - $168,000.00

9a:T1674,

Senior Product Marketing Manager - Asset Owners
Product Marketing

About the Role

As a Senior Product Marketing Manager on the Product Marketing team, you will shape how Clearwater shows up for asset owners, including pension funds, endowments, foundations, sovereign wealth funds, and other institutional allocators. You will champion customer insights, drive go-to-market strategy, and sharpen our market differentiation. This role calls for a strategic mindset, strong cross-functional collaboration, and the ability to position our solutions within the competitive landscape, including how our unified platform gives asset owners a consolidated view of their portfolios across the front, middle, and back office.

Key Responsibilities

Product Positioning & Messaging

Develop compelling positioning, messaging, and value propositions that resonate with asset owner CIOs, investment committees, and operations and finance leaders.
Ensure messaging highlights our differentiation and aligns with Clearwater’s unified platform strategy and long-term vision.
Translate platform capabilities, such as total portfolio aggregation, risk and performance analytics, and reporting across public and private holdings, into clear narratives for asset owner stakeholders.

Market Intelligence & Opportunity Analysis

Conduct in-depth research on the asset owner landscape, including allocation trends, governance and reporting demands, private markets growth, and competitive dynamics.
Turn insights into actionable strategies for positioning, enablement, and campaign planning.
Share findings with internal stakeholders to influence marketing, sales, and product strategy.

Customer-Centric Strategy

Partner with customer success, sales, and product teams to build a deep understanding of asset owner needs, pain points, and workflows, from investment oversight to board and stakeholder reporting.
Synthesize customer feedback to shape marketing strategy, inform messaging, and influence product priorities.

Go-to-Market Execution

Partner with cross-functional teams to plan and execute product launches.
Develop and implement GTM strategies and campaigns targeting asset owner segments and key buyer personas.
Collaborate with demand generation and content teams to create high-impact materials that build awareness, engagement, and conversion.

Sales Enablement & Collaboration

Equip sales teams with the tools, training, and resources to position and sell effectively to asset owners.
Create product collateral, presentations, objection-handling guides, and enablement materials tailored to asset owner conversations.

Location & Work Arrangement

This is a hybrid role based in New York City, with 4 days per week in the office. Fridays are work-from-home days. Occasional travel is expected for customer events, conferences, and team meetings.

What You Bring (Required)

Bachelor’s degree or equivalent experience
7+ years of product marketing experience, including contributing to positioning, messaging, and launch strategy
Product marketing experience in B2B SaaS, fintech, or financial technology, selling to institutional buyers such as asset owners, asset managers, or insurers
Strong understanding of institutional investment workflows, including portfolio oversight, performance, risk, and reporting
Deep expertise in market research, customer insights, and messaging development
Ability to distill complex concepts into clear, compelling narratives
Strategic, data-driven approach to problem-solving
Highly collaborative, with excellent cross-functional communication skills
Outstanding writing and presentation skills

What Sets You Apart (Preferred)

MBA or CFA
Experience marketing investment management, portfolio analytics, or reporting software
Direct experience marketing to asset owners such as pensions, endowments, foundations, or sovereign wealth funds
Familiarity with private markets and alternative asset class workflows

What We Offer

Business casual atmosphere
Team-focused culture that promotes innovation and ownership
Access to cutting-edge investment technology and market leadership
PTO and volunteer time off
Defined and undefined career pathways: grow your own way
Work-from-home Fridays
Work-from-anywhere flexibility for up to 3 weeks per year
Parental leave

Salary Range

$102,000.00 - $144,000.00

9b:Td21,

Job Summary:

The IT Support Specialist takes charge of coordinating, diagnosing, and troubleshooting incoming employee issues. Offering support services, they assist employees facing technical challenges and information technology issues encompassing desktop, laptop, or network services. Ensuring prompt resolution or escalation, when necessary, they advocate for the customer by directing matters to the appropriate technical personnel. Additionally, they keep management and end-users informed with case status updates and contribute to the development, documentation, and implementation of standard operating procedures and customer service guidelines relevant to IT support.

Responsibilities:

Provides second tier IT support to employees and business resolving simple to moderate problems and tickets as a member of the Help Desk Team.
Responds to escalated employee issues and incidents in a proactive, timely fashion.
Completes tasks and projects supporting IT operations in delivering systems and features that provide significant value.
Resolves any software, hardware, and basic network/802.1x issues.
Identifies quality and reliability issues in systems they maintain.
Assists new hires with set-up, IT tools, and best practices.
Supports the business with integration and provisioning ensuring best practices are followed.
Seeks input from teammates and outside experts on systems and feature design.
Executes on key deliverables for the business that require off-hour support or tasks.
Assembles workstations including mechanical standing desks.
Unboxes and organizes inventory items.
Receives and organizes inventory while maintaining inventory tracking system.
Installs IT equipment inclusive of TVs.
Maintains a clean & safe work environment.
Supports new hires and more junior team members with development to become more proficient over time.

Required Skills:

Knowledge of Intune and JAMF administration.
Knowledge of Azure active directory.
Experience with Microsoft Windows operating systems, Microsoft Office Products, and MAC.
Experience with multiple Linux distributions and comfortable with command line & scripting experience.
Experience with networks, firewalls/security, and operating systems.
Ability to lift 50 pounds safely.
Self-motivated and Self-organized.
Basic mechanical aptitude.
Ability to troubleshoot first tier computer hardware and software issues.
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.
Collaborates well with other teams.

Education & Experience:

Degree in information technology or certifications in CompTIA A+, Udemy IT Help Desk Professional, Microsoft IT Support, Apple Support.
4+ years of relevant experience.

9c:T16c8,

About the Role

Clearwater Analytics is looking for a Vice President, Technical Program Manager to operate at the organizational level — partnering across product and engineering teams, including OEMS, PMS, and UI/UX, among others, to bring structure, velocity, and clarity to complex, multi-stakeholder programs. This is a high-visibility role at the intersection of technology and product, designed for someone who can hold the big picture while keeping the details from falling through the cracks.

We are looking for a program leader, not a process follower. While we deeply respect the discipline of agile delivery, this role goes well beyond sprint ceremonies and status updates. You will be expected to build programs from the ground up — defining charters, aligning stakeholders, managing risk, and driving outcomes across the organization. Think of this less as running meetings and more as running programs: you own the outcome, you set the standard, and you bring people along with you.

If your superpower is ownership, your instinct is to run toward complexity, and you lead with integrity and a genuine service mindset — this role was built for you.

What You’ll Do

• Own end-to-end program management for cross-functional initiatives across product and engineering — including OEMS, PMS, UI/UX, and other teams depending on program load — from initiation through delivery

• Build and maintain project charters, program roadmaps, risk registries, and milestone tracking to keep programs on schedule and stakeholders informed

• Coordinate with product managers and engineering senior development managers to ensure program work is properly prioritized and queued — keeping execution moving without owning team ceremonies directly

• Proactively identify risks, surface blockers, and drive resolution with a bias toward action

• Deliver clear, well-structured program reporting to leadership — leveraging AI tools and creative approaches to make status communication efficient and impactful

• Collaborate with the TPM team to establish, refine, and continuously improve program management processes and frameworks across the organization

• Partner with engineering leads and product managers to translate business goals into executable program plans with clear milestones and accountability

What You’ll Bring

Program & Delivery Expertise

• 6–9 years of Technical Program Management experience, ideally in a fintech, SaaS, or capital markets environment

• Demonstrated ability to build project charters and drive programs from ambiguity to delivery with minimal direction

• Proficiency with program management tooling and artifacts: roadmaps, Gantt charts, risk registries, and milestone tracking (Jira, Confluence, or equivalent)

• Strong command of agile methodologies (Scrum, Kanban) and familiarity with waterfall delivery where applicable

• Solid understanding of SDLC and how software moves from concept to production

Technical Fluency

• Working knowledge of engineering fundamentals — infrastructure, architecture, and system design — sufficient to engage credibly with technical teams

• Familiarity with design principles, APIs, and cloud platforms

• Comfort with AI tools and a creative, curious approach to using them — especially for reporting, documentation, and program communication

Collaboration & Communication

• Strong cross-functional coordination skills — comfortable managing relationships across engineering, product, design, and business stakeholders

• Excellent written and verbal communication; able to translate technical complexity for executive audiences without losing the detail that matters

• High ownership mindset — you treat program outcomes as your own, not someone else’s responsibility

• Genuine team player who builds trust within your immediate team and across stakeholder groups alike

Nice to Have

• Direct work experience in capital markets, fintech, or front office environments (order management, portfolio management, or trading systems)

• Experience scaling a TPM function or standing up program management practices in a growing organization

• Familiarity with DevOps practices — useful for infrastructure or platform-adjacent programs

• Experience with budgeting and resource management at the program level

• Familiarity with OKR/KPI frameworks and how to connect program execution to business outcomes

• Technical background — prior development, platform, or systems experience, or active personal coding projects

• PMP, PgMP, or equivalent certification

Who You Are

You thrive in ambiguity and build the structure others need. You ask the hard questions early, escalate with context (not just problems), and know the difference between coordinating work and owning it.

You lead with integrity. You show up for your team and your stakeholders with honesty, consistency, and a genuine desire to help them succeed — not just to check a box. You understand that trust is built through follow-through, and you take that seriously.

You are a team player in the truest sense — collaborative within your TPM team and a reliable partner to every stakeholder you work with. You bring people along rather than steamrolling, and you know that the best program outcomes happen when everyone feels heard and aligned.

You’ve operated in fast-moving environments where the org chart doesn’t tell the whole story — and you’ve figured out how to get things done anyway.

9d:T100c,

Job Title: Front-end Software Development Engineer

About Us: At Clearwater Analytics, we are on a mission to become the world's most trusted and comprehensive technology platform for investment management, reporting, accounting, and analytics. We partner with sophisticated institutional investors worldwide and are seeking a Front-end Software Development Engineer who shares our passion for innovation and client commitment.

Role Overview: We are looking for a highly skilled Front-end Software Development Engineer with over 4 years of total experience, including hands-on experience in Front Office architecture and coding. This role requires deep technical expertise in cloud technologies and distributed architecture, with a strong commitment to engineering and operational excellence.

Key Responsibilities:

Design and develop scalable, high-performance software solutions in a distributed architecture environment.

Collaborate with cross-functional teams to ensure that engineering strategies align with business objectives and customer needs.

Implement real-time and asynchronous systems with a focus on event-driven architecture.

Ensure operational excellence by adhering to best practices in software development and engineering.

Present technical concepts and project updates clearly to stakeholders, fostering effective communication.

Requirements:  

4 + years of hands-on software engineering experience, with a focus on architecture and coding in the FinTech sector (strong Front Office experience preferred).
Experience with real-time systems, event-driven architecture, and engineering excellence in a large-scale environment.
Excellent verbal and written communication skills.
Strong problem-solving skills
Ability to see the big picture while still giving attention to detail.
Strong command of unit testing for thorough code coverage.

Front end:

Experience with React Native, Angular, or any other modern front-end framework (this is team specific)
Experience with React or other modern front-end framework
Experience with typescript and typescript generics
Experience making reusable front end components
Experience using front-end specific testing libraries (Jest, cypress, etc)
Experience using front-end build processes (webpack, rollup, etc) Containerization and front-end infrastructure knowledge is a plus

Desired Qualifications:

Experience in both FinTech and BigTech environments, with a strong understanding of investment management at scale.
Deep expertise in cloud platforms (AWS/GCP/Azure) and distributed architectures.

Familiarity with GenAI/AI technologies and their applications within the financial services industry.

What we offer:

Business casual atmosphere in a flexible working environment

Team-focused culture that promotes innovation and ownership

Access cutting-edge investment reporting technology and expertise

Defined and undefined career pathways, allowing you to grow your way

Competitive medical, dental, vision, and life insurance benefits

Maternity and paternity leave

Personal Time Off and Volunteer Time Off to give back to the community

401(k) retirement plan with company match

Work from anywhere 3 weeks out of the year

Work from home Fridays

Why Join Us? This is an incredible opportunity to lead a passionate engineering team that is shaping the future of investment management technology. If you're ready to take your career to the next level and make a significant impact, apply now!

9e:T15cb,

Clearwater’s LPx platform is looking for a Senior Product Manager to help build front-office and research capabilities for the Private Funds domain — spanning Fund Research (CRM and deal management) and Fund Analytics. This is a delivery-focused role: you will sit close to engineering, own the development backlog, and translate private funds domain knowledge into shippable, well-tested product features.

You will work day-to-day with development teams to groom and prioritize the backlog, act as the domain expert developers rely on, verify that what gets built matches the requirement, and help both prospects and clients understand and adopt what’s been delivered. Product strategy, market positioning, and roadmap ownership sit with the Product Manager — this role is about turning that direction into working software.

Responsibilities:

Backlog Ownership & Agile Delivery

Own and prioritize the development backlog in Aha!/JIRA for Fund Research and Fund Analytics capabilities.
Write clear user stories, acceptance criteria, and workflow/business requirements that developers can build directly from.
Groom the backlog with engineering, and participate in sprint planning, stand-ups, reviews, and retrospectives.
Sequence and re-prioritize work based on dependencies, client commitments, and delivery capacity.

Domain Enablement for Engineering

Act as the private funds domain SME for the development team — GP/LP structures, fund hierarchies (master/feeder), capital account and NAV concepts, and front-office workflows such as performance measurement, cash-flow tracking, and portfolio monitoring.
Be available through the sprint to answer clarifying questions, review edge cases, and unblock developers on domain nuance.
Translate ambiguous business requirements into concrete, testable specifications.

Testing & Quality

Test delivered features against acceptance criteria using realistic fund and portfolio data scenarios.
Coordinate and support user acceptance testing (UAT) with internal stakeholders and clients.
Identify gaps, edge cases, and data-quality issues before release, and work with engineering to resolve them.

Client Adoption & Enablement

Support client onboarding and adoption of newly released Fund Research and Fund Analytics functionality.
Train clients and internal teams on new capabilities, and gather feedback to feed back into the backlog.
Partner with Client Services and Support to resolve product questions and issues arising from live usage.

Prospect & Market Education

Speak with prospects to demonstrate and explain product capabilities in Fund Research and Fund Analytics as part of pre-sales conversations.
Support Sales with product walkthroughs, capability Q&A, and positioning relative to competing platforms.

Requirements

7+ years of experience in a Product Owner, Business Analyst, or similar delivery-focused role within financial technology, ideally supporting private funds or alternative investments.
Strong grounding in the private funds domain — fund structures, GP/LP dynamics, capital accounts, NAV, and capital call/distribution mechanics.
Front-office familiarity, performance measurement, cash-flow analysis, portfolio monitoring, or fund research/manager due diligence.
Hands-on experience with Agile delivery — writing user stories and acceptance criteria, backlog grooming, and running or participating in Agile ceremonies (Aha!, JIRA, or equivalent).
Exposure to competing private markets data and analytics platforms, such as Burgiss Private i, MSCI/Caissa, Chronograph, Backstop, or Dynamo Software.
Strong communication skills across technical and business audiences — comfortable explaining domain concepts to developers and product capabilities to clients and prospects.
A testing/QA mindset, able to verify delivered software against requirements and real-world fund scenarios.
Good cross-functional collaboration skills, across Engineering, Product Management, Sales, and Client Services.

Salary Range

$156,400.00 - $210,841.00

9f:T191a,

We are looking for a Senior Product Manager with strong derivatives accounting experience to help design and build Clearwater’s end-to-end derivatives capabilities.

This person will work closely with Product, Engineering, Valuation, Accounting and client-facing teams to translate complex derivative accounting requirements into scalable product functionality.

Responsibilities:

Help design and build end-to-end derivatives capabilities across the trade and accounting lifecycle.

Translate derivative accounting requirements into product requirements, business rules, workflows, calculations and acceptance criteria for engineering teams.

Define accounting treatment and journal-entry logic for derivative instruments across initial recognition, periodic valuation, accruals, settlements, terminations and other lifecycle events.

Help design accounting functionality for instruments including interest-rate swaps, cross-currency swaps, FX forwards and NDFs, futures, options, caps/floors, swaptions and other derivative products.

Partner with valuation teams to ensure appropriate integration between derivative valuations, market data, cash flows and accounting outputs.

Help define accounting treatment for realized and unrealized gains/losses, accruals, settlements, premiums, financing components and other derivative-related accounting events.

Help design and build hedge accounting functionality, including hedge designation, documentation, effectiveness testing, ongoing maintenance, designation and termination.

Define product requirements for fair value hedges, cash flow hedges and net investment hedges.

Help develop functionality for hedge-accounting-specific events including OCI recognition and reclassification, hedge ineffectiveness, fair value hedge basis adjustments and amortization.

Help define requirements for hedge effectiveness methodologies including regression, dollar-offset, hypothetical derivative and critical-terms matching.

Help build downstream reporting, disclosures, audit support and accounting controls associated with derivatives.

Work directly with clients and internal subject-matter experts to understand complex derivatives use cases and translate them into scalable product capabilities.

Partner closely with Engineering throughout the development lifecycle, including solution design, testing, validation and release.

Requirements:

Approximately 8+ years of experience in derivatives accounting, financial instruments, treasury, capital markets, accounting advisory or a related area.

Strong understanding of derivative instruments and their accounting treatment.

Experience with the accounting lifecycle of derivatives, including valuation changes, accruals, settlements, terminations and journal entries.

Strong understanding of instruments such as interest-rate swaps, cross-currency swaps, FX forwards/NDFs, futures and options.

Hedge accounting experience under ASC 815 and/or IFRS 9 is required.

Experience with fair value hedges and cash flow hedges; net investment hedge experience is a plus.

Experience with hedge documentation and effectiveness assessment methodologies.

Strong understanding of the relationship between derivative valuation, economics, cash flows and accounting outcomes.

Ability to translate complex accounting guidance into clear business rules, system requirements and test scenarios.

Strong analytical skills and ability to work through complex transactional accounting scenarios.

Ability to collaborate effectively with accountants, engineers, valuation specialists, quantitative teams and clients.

Preferred:

We are particularly interested in candidates at the Manager level or experienced senior level within a Big Four accounting or advisory firm, particularly those working in:

Financial instruments

Derivatives accounting

Treasury accounting/advisory

Capital markets accounting

Financial-services accounting advisory

Hedge accounting

Candidates from banks, insurers, asset managers or financial technology companies with significant derivatives accounting experience will also be considered.

Salary Range

$179,400.00 - $243,136.45

a0:Tbe6,

Job Summary:

The Data Flow Engineer's primary role is to create and manage data connections, perform validations, and execute transformations. Their work is integral to the ongoing process of iterative improvement, with a particular focus on enhancing auto-reconciliation within the system through advanced technology.

Responsibilities:

Import and validate file delivery for new clients.
Automate daily process monitoring and reporting.
Establish connections through external APIs and FTPs.
Ensure timely and dependable consumption of external portfolio data.
Normalize external datasets into a standardized Clearwater format facilitating the in-take process.
Analysis data from existing feeds to identify, design, and implement solutions to improve auto-reconciliation.
Execute improvements requested from Operations and Development groups.
Apply acquired skills, procedures, and decision-making best practices to complete a variety of issues, such as normalizing new feeds and improving automation.
Understand and can reference or explain the general workflow, tools, and Clearwater value proposition.
Use critical thinking in addressing issues and offering solutions for both internal and external parties, ensuring best practices are employed.
Clearly and effectively communicate the technical aspects of Clearwater systems and our best practices with non-technical internal and external stakeholders.
Take part in projects, including normalization logic rebuilds, external portfolio data acquisitions, and internal tooling migrations.
Assist in training and mentoring new hires.
Work with the overall division to build and document best practices.
Design and build scripts to automate repeat tasks or error resolution.
Effectively manage, coordinate, and communicate project work involving multiple team members.
Engage in very light on-call duties.

Required Skills:

Strong understanding of SQL and relational database principals.
Securities, accounting, and financial experience preferred.
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 degree in Math, Computer Information Systems, or other relevant degree
7+ years of relevant experience.
Experience with industry-standard data transmission protocols.
Experience with a scripting programming language preferred like Groovy, Perl or Python.
Experience with industry-standard data transmission protocols preferred.

a1:T10b3,

Ensures team processes are understood, followed, and improved. Responsible for developing and evaluating personnel to ensure efficient operation, continued growth, and positive employee engagement. Responsible for ensuring the delivery of business goals assigned to the team.

Responsibilities:

Leading a team to develop quality software that is used by some of the world’s largest technology firms, fixed income asset managers, and security traders on Wall Street
Responsible for ensuring a team’s success, growth, and output
Providing training, guidance, and mentorship to individuals on the team
Participating in Agile meetings to contribute with development strategies and product roadmap
Producing tremendous feature enhancements and reacting quickly to emerging technologies
Encouraging collaboration and stimulating creativity
Providing leadership and expertise to our ever-growing workforce
Develops corporate and/or organizational policies and authorizes their implementation.
Detailed knowledge of company allows for innovative concepts and promoting new ideas.
Provides direction to senior managers in various areas, groups, and/or operations.
Recognized as an influential leader.
Consistently works with abstract ideas or situations across functional areas of the business.
Through assessment of intangible variables, identifies and evaluates fundamental issues, providing strategy and direction for major functional areas.
Requires in-depth knowledge of the functional area, business strategies, and the company’s goals.
Erroneous decisions will have a long-term effect on the company's success.
Interacts internally and externally with executive level management, requiring negotiation of extremely critical matters. Influences policymaking.
Directs and controls the activities of one or more functional areas, divisions, product groups or service areas through senior managers who have overall responsibility for the successful operation of those assigned areas.

Requirements:

Demonstrated ability to provide constructive feedback to team members
Experience in communicating with users, other technical teams, and management to collect requirements, identify tasks, provide estimates and meet production deadlines
Knowledge of professional software engineering best practices for the full software development life cycle
Ability to resolve conflict within and across teams and drive consensus to achieve common goals
Ability to provide technical feedback and guidance on architecture, code review, and best practices
10+ years professional experience in software development
2+ years of experience leading a development team.
Excellent written and verbal skills.
Ability to contribute to software design documentation, presentation, sequence diagrams
Ability to present complex technical designs in a concise manner.
Ability to work with relational and NoSQL databases.
Experience building highly scalable distributed software systems
Professional experience working with Cloud Platforms (AWS/Azure/GCP)
Experience taking a project from scoping requirements through actual launch

Desired Experience or Skills:

Bachelor’s degree in Computer Science or related field
Proficiency using modern web development technologies and techniques, including (HTML5, CSS, JavaScript)
Experience in full system design and architecture
Experience developing and designing a public facing API
Experience with database scaling and design

a2:Taf9,

We are looking for an Software Development Engineer to join our Managed Services engineering team. You will build and run the backend services behind our Reconciliation and Trade Status products: REST APIs, batch data loaders, real-time notifications and high-volume grid data. You will own features end to end, from design through production support, and work with a small team that values clean, tested and observable code.

What You Will Do

Design, build and maintain Spring Boot microservices in a Gradle multi-module monorepo.

Develop secure REST APIs with role-based authorization and consistent error contracts.

Write and tune Spring Batch jobs and data loaders that process large datasets safely (chunked writes, restartability, no OOM).

Work with asynchronous messaging.

Model data in PostgreSQL with JPA/Hibernate, Envers audit history and Liquibase migrations;

Use Redis (Redisson) for caching, including Hibernate L2 cache and TTL/eviction design.

Write unit and integration tests (JUnit, Mockito, Rest Assured, H2) and review peers' code.

Own production quality: structured logging, trace IDs, metrics, Dynatrace dashboards, incident triage and root-cause analysis.

Take part in design discussions, estimation and Jira-driven delivery.

Required Qualifications

3–6 years of professional backend development experience, with strong Java skills (Java 17 features, concurrency, collections, streams).

Hands-on experience with Spring Boot, Spring Data JPA, Spring Security and Hibernate.

Solid SQL and PostgreSQL knowledge: indexing, execution plans, transactions and schema design.

Experience building and consuming REST APIs, including authentication, authorization and validation.

Experience with Gradle or a comparable build tool (Maven) and multi-module projects.

Good testing discipline: unit, integration and API tests with meaningful assertions.

Comfort with Git, CI/CD pipelines and code review workflows.

Clear written and verbal communication; ownership mindset.

Preferred Qualifications

Spring Batch experience, including job design and large-volume data processing.

Messaging experience with JMS, Kafka or similar.

Redis caching experience (Redisson, Spring Cache, Hibernate L2 cache).

Familiarity with AWS (S3, Cognito), observability tools (Dynatrace, Datadog) and Docker/Kubernetes.
Background in financial services, trade processing or reconciliation

a3:T1735,

Job Summary:

Responsibilities:

Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets.
Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation.
Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user.
Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.
Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.
Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work.
Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams.
Deal with some of the more complex client queries.
Assist in training, developing, and coaching more junior staff members, and conduct oversight on their work.

Required Skills:

Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
Familiarity with the core offering of Accounting, Compliance, Risk, and Performance reports.
Intermediate understanding of fixed income and equity investments; a basic knowledge of alternative security types preferred.
Prior experience in finance and/or accounting.
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 degree or higher in Accounting or Financial/Business-related field.
2+ years of relevant experience.

a4:T183d,

Senior Product Manager – Data Management

Job Summary:

The Senior Product Manager will be responsible for designing, developing, and overseeing activities related to the core Clearwater investment data management platform. Our market leading, cloud native, single instance multi-tenant architecture intakes data from 1200+ sources and creates a golden source of truth.

This role will oversee defining the product requirements and planning its development to production and working closely with clients to make them successful. Additionally, the Product Manager is tasked with crafting the product roadmap necessary to achieve bookings, client NPS, and gross margin targets associated with their component.

To facilitate growth, the product manager will collaborate with internal stakeholders, clients, and prospects to identify new product capability requirements. They maintain close collaboration with their development teams to ensure the successful creation and introduction of these new capabilities to the market. Furthermore, the Product Manager takes charge of testing and implementing these fresh features with clients and actively promotes future growth to a broader audience of Clearwater clients and prospects.

Responsibilities:

Team Span: responsible for handling 1-2 scrum teams spanning 9-11 engineers.
Continuously evaluate current data platform, and build a short (0 – 6 months), medium (6 – 12 months) and longer-term roadmap for a highly scalable, automated and resilient data platform.
Prioritize decisions across products with data driven justification
Establish alignment on the product roadmap among multiple development teams.
Efficiently lead the development of cross-product capabilities.
Contribute to the formulation of the department's development and training plan.
Build release specific product briefs that articulate the client problem for target personas, value, priority and high-level approach.
Keep current with latest technology development in data management, competitors and apply those insights to CW product strategy and execution.

Required Skills:

Prior experience in Investment management industry with strong knowledge of Security Reference, Trade, Analytics, Pricing, Accounting (ABOR/IBOR) , Performance, Risk, Custody data domains is a must have.
Proven ability to manage roadmaps for data pipelines, Data management feature/functions (Data Quality, Data Governance, Information delivery etc.) including execution, implementation, and influencing skills within the asset management space.
7+ years of experience of as a Product Manager that owns all aspects of a successful product throughout its lifecycle in a B2B enterprise SaaS environment.
Knowledge of capital markets and expertise in equity, fixed income and derivatives is key.
At least 5 years of experience in structured financial data management platforms across one or more of these: master data management, ETL/ELT, data warehousing or data lake house.
Exemplary interpersonal, communication, and project management skills.
Excellent team and relationship building abilities, with both internal and external parties (engineers, business stakeholders, partners, etc.).
Strong leadership skills, including ability to influence via diplomacy and tact.
Experience working with Cloud Platforms (AWS/Azure/GCP) and SQL databases.
Excellent attention to detail and strong documentation skills.  
Outstanding verbal and written communication skills.  
Strong organizational and interpersonal skills. 
Exceptional problem-solving abilities.

Education Background:

Bachelor's/master’s degree in computer science, engineering or a related field.
In absence of a technical education, proven hands-on technical experience will be required.

Nice to have:

Experience of working in asset management company or insurance firm is helpful.
CFA, FRM cleared candidates get an added advantage.
Experience of working on AI, machine learning and/or LLM based projects is an edge.
Experience of working with Portfolio managers, traders, researchers is valuable.
Knowledge, experience of working on private assets is helpful.

Salary Range

$129,200.00 - $174,173.00

a5:T15ec,

Product Marketing Manager, Risk & Performance
Global Product Marketing

About the Role

As a Product Marketing Manager for the Global Product Marketing team, you will play an important role in shaping the success of our products by championing customer insights, driving go-to-market strategies, and establishing market differentiation. This role requires a strategic mindset, cross-functional collaboration, and the ability to position our solutions effectively within the competitive landscape, including articulating how our risk and performance products strengthen Clearwater’s value proposition across the front, middle, and back office.

Key Responsibilities

Product Positioning & Messaging

Develop compelling product positioning, messaging, and value propositions that resonate with buyers and decision-makers for our Risk & Performance products.
Ensure messaging highlights differentiation and aligns with Clearwater’s unified platform strategy and long-term vision.
Translate risk and performance capabilities, such as real-time modeling and Python-based analytics, into clear, compelling narratives for front-office users and quant-driven teams.

Market Intelligence & Opportunity Analysis

Conduct in-depth market research and analysis to identify trends, opportunities, and areas for differentiation.
Translate insights into actionable strategies for product positioning, enablement, and campaign planning.
Share findings with internal stakeholders to influence marketing, sales, and product strategy.

Customer-Centric Strategy

Collaborate with customer success, sales, and product teams to build a deep understanding of customer needs, pain points, and workflows, especially those of sophisticated insurers, hedge funds, asset managers, and asset owners.
Synthesize customer feedback to shape marketing strategy, inform messaging, and influence product innovation priorities.

Go-to-Market Execution

Partner with cross-functional teams to plan and execute product launches.
Develop and implement GTM strategies and campaigns targeting key verticals and personas, with tailored messaging for insurers, hedge funds, asset managers, and asset owners.
Collaborate with demand generation and content teams to develop high-impact materials that foster awareness, engagement, and conversions.

Sales Enablement & Collaboration

Equip sales teams with tools, training, and resources to position and sell Risk & Performance products effectively.
Create product collateral, presentations, objection-handling guides, and enablement materials.

Location & Work Arrangement

This is a hybrid role based in New York City, with 4 days per week in the office. Fridays are work-from-home days. Occasional travel is expected for customer events, conferences, and team meetings.

What You Bring (Required)

Bachelor’s degree or equivalent experience
9+ years of product marketing experience, including contributing to positioning, messaging, and launch strategy
Product marketing experience in B2B SaaS, fintech, or financial technology, selling to investment management firms, insurers, or other institutional buyers
Strong understanding of investment workflows, including risk, performance, and front-office modeling
Deep expertise in market research, customer insights, and messaging development
Ability to distill complex concepts into clear, compelling narratives
Strategic, data-driven approach to problem-solving
Highly collaborative, with excellent cross-functional communication skills
Outstanding writing and presentation skills

What Sets You Apart (Preferred)

MBA
Experience marketing risk, performance, analytics, or portfolio management software
Experience marketing to insurers, hedge funds, asset managers, or asset owners
Familiarity with quant or Python-based analytics workflows

What We Offer

Business casual atmosphere
Team-focused culture that promotes innovation and ownership
Access to cutting-edge investment technology and market leadership
PTO and volunteer time off
Defined and undefined career pathways: grow your own way
Work-from-home Fridays
Work-from-anywhere flexibility for up to 3 weeks per year
Parental leave

Salary Range

$120,000.00 - $168,000.00

a6:Td3c,

Job Summary:

The Reconciliation Analyst's role involves reconciling investment portfolio transactions and holdings with data obtained from external portfolio providers through a state-of-the-art web-based system. They are responsible for ensuring the timely delivery of accurate and detailed portfolio status updates to clients daily.

Responsibilities:

Meets daily deadlines for the review and update of reporting data.
Investigates and takes action on identified issues within the reconciliation system.
Creates and maintains valuable relationships with data providers, clients, and service delivery managers.
Effectively communicates with internal and external parties to submit inquiries and provide timely updates on relevant issues.
Collaborates with product teams on internal projects, acting as a key stakeholder for improvement.
Investigates and acts on opportunities to streamline workflows.
Provides support and mentorship to other analysts as a subject matter expert.
Applies creativity and deep problem-solving skills to resolve complex issues.
Acts as a liaison with leadership, clients, and other departments to resolve problems.
Drives initiatives for company and team improvement.
Monitors and analyzes success metrics, providing support where applicable.
Applies market expertise, technical knowledge, and reconciliation concepts to advise on internal and external inquiries.
Creates and presents training materials for the department, drawing on relevant expertise.
Manages client calls with leadership and stakeholders or sits in on calls for support and experience.

Required Skills:

Intermediate understanding of investment, financial, and accounting concepts.
Finance and/or accounting experience preferred.
Intermediate knowledge of GAAP and at least one non-GAAP acc

a7:T12e7,

Job Summary:

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 proficiency in JIRA, Excel, Monday.com, and Salesforce; ability to explore, trial, and recommend new tools and technologies as business needs arise.

Strong background in Financial Services, including Investment Banking, Private Equity, Hedge Funds, Insurance, and FinTech.
Demonstrated experience managing projects within a matrix reporting environment.
Solid knowledge of investment accounting and reporting practices.
Product expertise in Private Investments, RNFs, LIHTC, and IRR calculations.
In-depth understanding of LP/GP relationships in private markets.
Familiarity with Software-as-a-Service (SaaS) platforms and delivery models.
Advanced computer skills with proficiency in Microsoft Office Suite.
Exceptional attention to detail and strong documentation capabilities.
Excellent verbal and written communication skills.
Strong organizational and interpersonal abilities for effective collaboration.
Proven problem-solving and analytical skills.

Education and Experience:

Bachelor’s and/or master's in finance or accounting.
PMP/CPA/CFA is an added advantage.
6+ 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.

Salary Range

$74,000.00 - $96,000.00

a8:T1735,

Job Summary:

Responsibilities:

Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets.
Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation.
Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user.
Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.
Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.
Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work.
Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams.
Deal with some of the more complex client queries.
Assist in training, developing, and coaching more junior staff members, and conduct oversight on their work.

Required Skills:

Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
Familiarity with the core offering of Accounting, Compliance, Risk, and Performance reports.
Intermediate understanding of fixed income and equity investments; a basic knowledge of alternative security types preferred.
Prior experience in finance and/or accounting.
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 degree or higher in Accounting or Financial/Business-related field.
2+ years of relevant experience.

a9:Tf87,

Job Summary:

The Data Migration Specialists play a crucial role in enhancing our system's automation, speed, accuracy, and workflow. They employ tools such as Excel, SQL, VBA, and Python to collect and analyze data, resolving issues and discrepancies. This optimization greatly improves the efficiency of onboarding client data at Clearwater. Collaborating closely with our talented development teams, they devise creative strategies that not only simplify the process but also dramatically cut down delivery times. Our commitment lies in establishing processes that are not only replicable but also adaptable, enabling us to effortlessly accommodate our expanding client base.

Responsibilities:

Applies acquired skills, procedures, and decision-making best practices to resolve various issues.
Loads and validates client data into the Clearwater investment account system as the primary responsibility.
Demonstrates a working knowledge of Clearwater Way methodologies to implement and onboard clients, including aligning and supporting CW's Client Engagement Model.
Identifies opportunities for improvement and takes the lead in implementing solutions, both individually and within their role, for continuous service improvement.
Applies their understanding of the accounting equation, amortization, interest income, and other accounting concepts.
Utilizes their understanding of data intake, normalization, reconciliation, and reporting workflow, along with related concepts.
Applies their understanding of vanilla fixed income and equity investments, comprehending their purpose and functionality within CW.
Understands and applies Clearwater's core value proposition (aggregate, reconcile, report) in a market- and client-agnostic manner.
Coordinates complex activities effectively within a dynamic and agile environment.

Required skills:

They must possess a solid foundation in accounting knowledge.
Advanced Excel proficiency.
Securities or financial markets knowledge, especially involving derivatives, alternatives, structured products, and/or fixed income.
Project Management Skills (ex. workstream lead).
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 and math expertise.

Education and Experience:

Bachelor’s & Master’s in finance or math, accounting, economics.
2+ years of relevant experience.
Experience with SQL or other relational databases

aa:Tb68,

FIX Implementations

Job Summary:

Responsibilities:

Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets.
Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation.
Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user.
Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.
Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.
Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work.
Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams.
Assist in training and coaching more junior team members.

Required Skills:

4+ years of experience in Financial Services and Investment Technology: Buy-side (OMS, EMS, IMS) or Sell-side product design, development, and deployment.
Experience of 2-3 year in FIX protocol and broker fix connectivity on global electronic trading systems.
Overviewing & troubleshooting direct FIX connection request, EMS staging request & Drop copy requests.
Degree in Finance, Accounting, Economics, Financial Math or related field. An understanding of front to back office workflows for electronically trading workflows, including FIX Protocol.
A strong understanding of a variety of financial products and derivatives
Ability to handle and prioritize multiple tasks and work independently
Excellent verbal and written communication skills

Education and Experience:

Bachelor’s degree or higher in Accounting or Financial/Business-related field.
4+ years of relevant experience.

ab:T113f,

Senior Tech Program Manager

Program & Delivery Expertise

6-7 years of Technical Program Management experience, ideally in a fintech, SaaS, or capital markets environment

Demonstrated ability to build project charters and drive programs from ambiguity to delivery with minimal direction

Proficiency with program management tooling and artifacts: roadmaps, Gantt charts, risk registries, and milestone tracking (Jira, Confluence, or equivalent)

Strong command of agile methodologies (Scrum, Kanban) and familiarity with waterfall delivery where applicable

Solid understanding of SDLC and how software moves from concept to production

Technical Fluency

Working knowledge of engineering fundamentals — infrastructure, architecture, and system design — sufficient to engage credibly with technical teams

Familiarity with design principles, APIs, and cloud platforms

Comfort with AI tools and a creative, curious approach to using them — especially for reporting, documentation, and program communication

Collaboration & Communication

Strong cross-functional coordination skills — comfortable managing relationships across engineering, product, design, and business stakeholders

Excellent written and verbal communication; able to translate technical complexity for executive audiences without losing the detail that matters

High ownership mindset — you treat program outcomes as your own, not someone else’s responsibility

Genuine team player who builds trust within your immediate team and across stakeholder groups alike

Nice to Have

Direct work experience in capital markets, fintech, or front office environments (order management, portfolio management, or trading systems)

Experience scaling a TPM function or standing up program management practices in a growing organization

Familiarity with DevOps practices — useful for infrastructure or platform-adjacent programs

Experience with budgeting and resource management at the program level

Familiarity with OKR/KPI frameworks and how to connect program execution to business outcomes

Technical background — prior development, platform, or systems experience, or active personal coding projects

PMP, PgMP, or equivalent certification

Who You Are

You’ve operated in fast-moving environments where the org chart doesn’t tell the whole story — and you’ve figured out how to get things done anyway.

What we Offer:

Business casual atmosphere in a flexible working environment

Team focused culture that promotes innovation and ownership

Access cutting edge investment reporting technology and expertise

Defined and undefined career pathways allowing you to grow your own way

Competitive medical, dental, vision, and life insurance benefits

Maternity and paternity leave

Personal Time Off and Volunteer Time Off to give back to the community

401(k) retirement plan with company match

Work from anywhere 3 weeks out of the year

Work from home Fridays

ac:T112c,

Job Summary:

Client Servicing Team Leads are responsible for leading and managing a team of client servicing professionals, focused on maximizing employee engagement, and building a culture of teamwork, collaboration, continuous improvement, empowerment, and accountability. They lead from the front and provide guidance, support, and coaching to team members and contribute to strategic planning, hiring decisions, team structure, and succession planning.

They collaborate with cross-functional internal teams to identify areas for process optimization, implement best practices, and drive operational excellence within the Client Servicing division. They lead from the front by building and maintaining strong relationships with clients, playing a critical role in daily client success.

The Client Servicing Team supports JUMP ULF (Unit Linked Fund) Insurance clients. The team is responsible for the on-going servicing of existing clients and seeks to improve clients’ day-to-day workflow by increasing their knowledge of the front-back office asset management platform and providing them with effective solutions to their performance and investment reporting requirements. We work as an extension of our clients’ teams, and we collaborate with them to ensure our product meets their current and future needs.

Responsibilities:

Monitors the teams’ delivery to the client, allocating work, ensuring quality delivery, and providing team level training or knowledge management where required.
Owns the preparation and execution of regular 1-on-1s and biannual performance management reviews; identifies and facilitates learning and career growth opportunities for the team.
Designs, implements, and tracks quantitative and qualitative metrics to measure the success of projects, people, and processes; key success metrics include NPS, CSAT, CEM, SLA delivery, Retention, ESS, Gross Margin, Client Churn, Automation improvements, and employee attrition.
Leads SteerCos and client relationship reviews, whilst also acting as a confident, knowledgeable, and patient escalation point for any client issues.
Helps build a differentiated offering by strategies with product management and development teams to improve our client offering, operational tooling, supporting sales efforts, develop repeatable and scalable processes.
Ensures the seamless transition of newly onboarded clients into steady-state client servicing operations.
Make use of tooling to monitor and drive team performance (Salesforce, Workday, Power BI, etc.).

Required Skills:

Familiarity with insurance and/or investment management market concepts a plus.
Ability to communicate information clearly, concisely, and confidently in written and verbal contexts, including small and large group settings for both internal and external (client-facing) audiences.
Microsoft Excel (VLookUp, SUMIF, Pivot Tables, VBA, etc.).
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 degree in Accounting, Finance, Business, Mathematics, Sciences, or related field.
7+ years of directly applicable experience (e.g. market finance, insurance, front-back office operations)
2+ years demonstrated success in a people manager role.
Experience delivering measurable KPIs weekly and monthly in prior roles.
Experience working in the market finance or FinTech industry

ad:Taa7,

Job Summary:

The Reconciliation Analyst Intern will support the team in comparing investment portfolio data from external sources against an advanced web-based reconciliation system. Working alongside experienced analysts, the intern will help ensure the timely and accurate delivery of portfolio status updates to clients, while building foundational skills in financial reconciliation and reporting.

Responsibilities:

Assist with reviewing and updating reporting data to help meet daily deadlines.
Learn to investigate and help address issues within the reconciliation system, with guidance from mentors and department experts.
Support the team in building relationships with data providers, clients, and internal stakeholders.
Demonstrate curiosity about product innovation opportunities.
Build familiarity with internal tools and processes through hands-on training.
Develop an understanding of financial concepts and how they apply to reconciliation errors.
Communicate professionally with internal and external parties, submitting inquiries and providing updates under supervision.
Complete assigned projects or learning modules to deepen technical and industry knowledge.

Required Skills:

Basic understanding of investment, financial, and accounting concepts.
Familiarity with GAAP and/or IFRS is a plus.
Basic understanding of standard security types is a plus.
Coursework or interest in securities or financial markets preferred.
Working knowledge of Microsoft Excel (VLOOKUP, SUMIF, Pivot Tables); VBA a plus.
Strong computer skills, including proficiency in Microsoft Office.
Excellent attention to detail and strong documentation skills.
Strong verbal and written communication skills.
Strong organizational and interpersonal skills.
Eagerness to learn and solve problems.

Education and Experience:

Currently pursuing a Bachelor's degree in Accounting, Finance, Business, Mathematics, Sciences, or a related field (rising junior/senior preferred).
No prior professional experience required.

What we offer:

Business casual atmosphere in a flexible working environment
Team-focused culture that promotes innovation and ownership
Hands-on exposure to cutting-edge investment reporting technology and expertise
Mentorship and structured learning opportunities
Networking events and exposure to cross-functional teams
Potential pathway to full-time opportunities
Work from home Fridays

ae:Taa0,

Job Summary:

Responsibilities:

Assist with reviewing and updating reporting data to help meet daily deadlines.
Learn to investigate and help address issues within the reconciliation system, with guidance from mentors and department experts.
Support the team in building relationships with data providers, clients, and internal stakeholders.
Demonstrate curiosity about product innovation opportunities.
Build familiarity with internal tools and processes through hands-on training.
Develop an understanding of financial concepts and how they apply to reconciliation errors.
Communicate professionally with internal and external parties, submitting inquiries and providing updates under supervision.
Complete assigned projects or learning modules to deepen technical and industry knowledge.

Required Skills:

Basic understanding of investment, financial, and accounting concepts.
Familiarity with GAAP and/or IFRS is a plus.
Basic understanding of standard security types is a plus.
Coursework or interest in securities or financial markets preferred.
Working knowledge of Microsoft Excel (VLOOKUP, SUMIF, Pivot Tables); VBA a plus.
Strong computer skills, including proficiency in Microsoft Office.
Excellent attention to detail and strong documentation skills.
Strong verbal and written communication skills.
Strong organizational and interpersonal skills.
Eagerness to learn and solve problems.

Education and Experience:

Currently pursuing a Bachelor's degree in Accounting, Finance, Business, Mathematics, Sciences, or a related field (rising junior/senior preferred).
No prior professional experience required.

What we offer:

Business casual atmosphere in a flexible working environment
Team-focused culture that promotes innovation and ownership
Hands-on exposure to cutting-edge investment reporting technology and expertise
Mentorship and structured learning opportunities
Networking events and exposure to cross-functional teams
Potential pathway to full-time opportunities
Work from home Fridays

af:T10ff,

The Revenue Accounting Manager owns the accuracy, timeliness, and compliance of Clearwater’s revenue recognition. Reporting to the Head of Revenue Accounting and Operations, you will lead a team of revenue accountants, partner closely with Sales Operations, Legal, Billing, and FP&A, and strengthen the processes and controls that support a growing, complex SaaS business. This is a hands-on leadership role for someone who is equally comfortable with technical accounting and coaching the team.

Responsibilities:

Lead the revenue accounting function, including monthly, quarterly, and annual close activities related to revenue, deferred revenue, contract assets, unbilled receivables, ARR and ACV

Apply ASC 606 to complex customer contracts, including multi-element arrangements, usage-based and variable consideration, modifications, and renewals

Review and approve revenue recognition memos and technical accounting positions for non-standard deals

Partner with Sales, Legal, and Deal Desk to review contract terms and advise on accounting impact before signature

Reconcile revenue, billing, and cash activity, and ensure accurate reporting in the general ledger

Prepare and review revenue-related schedules, footnote disclosures, and flux analyses for management and external reporting

Support external audit and SOX compliance by owning revenue controls, documentation, and audit requests

Partner with FP&A on forecasting, bookings-to-revenue analysis, and key SaaS metrics (ARR, deferred revenue, RPO)

Drive process improvement and automation across the order-to-cash and revenue lifecycle, including system configuration and enhancements

Partner with the Head of Revenue Accounting and Operations to set team priorities, define the function’s roadmap, and align revenue operations (billing, collections handoffs, contract-to-cash workflows) with accounting requirements

Hire, develop, and mentor team members, setting clear goals and fostering a culture of accountability and growth

Requirements:

Required:

CPA or post graduate degree in Finance

7+ years of progressive accounting experience, including 2+ years managing people

Deep, hands-on experience with ASC 606 in a software or subscription business

Strong working knowledge of US GAAP and month-end close processes

Experience supporting external audits and SOX-compliant controls

Proficiency with an ERP and revenue/billing systems (e.g., NetSuite, Salesforce) and advanced Excel skills

Excellent written and verbal communication, with the ability to explain technical accounting to non-accountants

Preferred:

Public accounting experience (Big 4 or national firm) and/or public company experience

Experience in fintech, financial data, or enterprise SaaS

Experience with revenue automation tools and process-improvement initiatives

Familiarity with multi-entity and multi-currency revenue accounting

Experience with Zuora

Salary Range

$85,000.00 - $120,000.00

b0:Taa7,

Job Summary:

Responsibilities:

Assist with reviewing and updating reporting data to help meet daily deadlines.
Learn to investigate and help address issues within the reconciliation system, with guidance from mentors and department experts.
Support the team in building relationships with data providers, clients, and internal stakeholders.
Demonstrate curiosity about product innovation opportunities.
Build familiarity with internal tools and processes through hands-on training.
Develop an understanding of financial concepts and how they apply to reconciliation errors.
Communicate professionally with internal and external parties, submitting inquiries and providing updates under supervision.
Complete assigned projects or learning modules to deepen technical and industry knowledge.

Required Skills:

Basic understanding of investment, financial, and accounting concepts.
Familiarity with GAAP and/or IFRS is a plus.
Basic understanding of standard security types is a plus.
Coursework or interest in securities or financial markets preferred.
Working knowledge of Microsoft Excel (VLOOKUP, SUMIF, Pivot Tables); VBA a plus.
Strong computer skills, including proficiency in Microsoft Office.
Excellent attention to detail and strong documentation skills.
Strong verbal and written communication skills.
Strong organizational and interpersonal skills.
Eagerness to learn and solve problems.

Education and Experience:

Currently pursuing a Bachelor's degree in Accounting, Finance, Business, Mathematics, Sciences, or a related field (rising junior/senior preferred).
No prior professional experience required.

What we offer:

Business casual atmosphere in a flexible working environment
Team-focused culture that promotes innovation and ownership
Hands-on exposure to cutting-edge investment reporting technology and expertise
Mentorship and structured learning opportunities
Networking events and exposure to cross-functional teams
Potential pathway to full-time opportunities
Work from home Fridays

b1:Taa7,

Job Summary:

Responsibilities:

Assist with reviewing and updating reporting data to help meet daily deadlines.
Learn to investigate and help address issues within the reconciliation system, with guidance from mentors and department experts.
Support the team in building relationships with data providers, clients, and internal stakeholders.
Demonstrate curiosity about product innovation opportunities.
Build familiarity with internal tools and processes through hands-on training.
Develop an understanding of financial concepts and how they apply to reconciliation errors.
Communicate professionally with internal and external parties, submitting inquiries and providing updates under supervision.
Complete assigned projects or learning modules to deepen technical and industry knowledge.

Required Skills:

Basic understanding of investment, financial, and accounting concepts.
Familiarity with GAAP and/or IFRS is a plus.
Basic understanding of standard security types is a plus.
Coursework or interest in securities or financial markets preferred.
Working knowledge of Microsoft Excel (VLOOKUP, SUMIF, Pivot Tables); VBA a plus.
Strong computer skills, including proficiency in Microsoft Office.
Excellent attention to detail and strong documentation skills.
Strong verbal and written communication skills.
Strong organizational and interpersonal skills.
Eagerness to learn and solve problems.

Education and Experience:

Currently pursuing a Bachelor's degree in Accounting, Finance, Business, Mathematics, Sciences, or a related field (rising junior/senior preferred).
No prior professional experience required.

What we offer:

Business casual atmosphere in a flexible working environment
Team-focused culture that promotes innovation and ownership
Hands-on exposure to cutting-edge investment reporting technology and expertise
Mentorship and structured learning opportunities
Networking events and exposure to cross-functional teams
Potential pathway to full-time opportunities
Work from home Fridays

b2:Taa0,

Job Summary:

Responsibilities:

Assist with reviewing and updating reporting data to help meet daily deadlines.
Learn to investigate and help address issues within the reconciliation system, with guidance from mentors and department experts.
Support the team in building relationships with data providers, clients, and internal stakeholders.
Demonstrate curiosity about product innovation opportunities.
Build familiarity with internal tools and processes through hands-on training.
Develop an understanding of financial concepts and how they apply to reconciliation errors.
Communicate professionally with internal and external parties, submitting inquiries and providing updates under supervision.
Complete assigned projects or learning modules to deepen technical and industry knowledge.

Required Skills:

Basic understanding of investment, financial, and accounting concepts.
Familiarity with GAAP and/or IFRS is a plus.
Basic understanding of standard security types is a plus.
Coursework or interest in securities or financial markets preferred.
Working knowledge of Microsoft Excel (VLOOKUP, SUMIF, Pivot Tables); VBA a plus.
Strong computer skills, including proficiency in Microsoft Office.
Excellent attention to detail and strong documentation skills.
Strong verbal and written communication skills.
Strong organizational and interpersonal skills.
Eagerness to learn and solve problems.

Education and Experience:

Currently pursuing a Bachelor's degree in Accounting, Finance, Business, Mathematics, Sciences, or a related field (rising junior/senior preferred).
No prior professional experience required.

What we offer:

Business casual atmosphere in a flexible working environment
Team-focused culture that promotes innovation and ownership
Hands-on exposure to cutting-edge investment reporting technology and expertise
Mentorship and structured learning opportunities
Networking events and exposure to cross-functional teams
Potential pathway to full-time opportunities
Work from home Fridays

b3:T112c,

Job Summary:

Responsibilities:

Monitors the teams’ delivery to the client, allocating work, ensuring quality delivery, and providing team level training or knowledge management where required.
Owns the preparation and execution of regular 1-on-1s and biannual performance management reviews; identifies and facilitates learning and career growth opportunities for the team.
Designs, implements, and tracks quantitative and qualitative metrics to measure the success of projects, people, and processes; key success metrics include NPS, CSAT, CEM, SLA delivery, Retention, ESS, Gross Margin, Client Churn, Automation improvements, and employee attrition.
Leads SteerCos and client relationship reviews, whilst also acting as a confident, knowledgeable, and patient escalation point for any client issues.
Helps build a differentiated offering by strategies with product management and development teams to improve our client offering, operational tooling, supporting sales efforts, develop repeatable and scalable processes.
Ensures the seamless transition of newly onboarded clients into steady-state client servicing operations.
Make use of tooling to monitor and drive team performance (Salesforce, Workday, Power BI, etc.).

Required Skills:

Familiarity with insurance and/or investment management market concepts a plus.
Ability to communicate information clearly, concisely, and confidently in written and verbal contexts, including small and large group settings for both internal and external (client-facing) audiences.
Microsoft Excel (VLookUp, SUMIF, Pivot Tables, VBA, etc.).
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 degree in Accounting, Finance, Business, Mathematics, Sciences, or related field.
7+ years of directly applicable experience (e.g. market finance, insurance, front-back office operations)
2+ years demonstrated success in a people manager role.
Experience delivering measurable KPIs weekly and monthly in prior roles.
Experience working in the market finance or FinTech industry

b4:T1222,

We are seeking a dynamic and structured Principal Product Manager - Insurance Accounting (Private Funds) to guide our Private Funds System (LPx). This role requires an expert in insurance accounting who can effectively lead a team and ensure the successful implementation and operation of our private funds data system. You will be responsible for defining the system's functionalities, coordinating with clients and multiple internal teams, and ultimately delivering a product that meets the unique needs of our clients in the insurance accounting space.

Key Responsibilities:

Lead and manage a dedicated team focused on the Clearwater Private Funds System.

Develop and maintain private funds focused products to deliver meaningful insights and data transparency to clients.

Define and outline system functionalities based on client requirements and industry best practices.

Engage in extensive communication with clients to identify areas of improvement and resolve issues.

Coordinate and collaborate with multiple internal teams to ensure smooth roadmap execution and alignment with business objectives.

Provide insights and support on how investments are tracking against indices, investment allocations, and values at risk.

Drive operational excellence through structured and disciplined project management.

Requirements:

10+ years in the insurance accounting industry, either as a practitioner or technologist.

Strong understanding of private markets, specifically related to insurance accounting.

Background in accounting, with a clear understanding of the needs and challenges within the industry.

Exceptional leadership skills with the ability to manage and inspire a team.

Excellent communication and interpersonal skills to effectively liaise with clients and internal stakeholders.

Strong problem-solving skills and a systematic approach to project management.

Salary Range

$207,000.00 - $295,550.00

b5:T1642,

About Clearwater Analytics

Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organisations make the most of investment portfolio data with cloud-native software and client-centric servicing. Every day, investment professionals worldwide trust Clearwater to deliver timely, validated investment data and in-depth reporting.

About Enfusion by Clearwater

Enfusion by Clearwater is the investment management system built for hedge funds and institutional asset managers – a cloud-native, front-to-back platform spanning portfolio management, order and execution management, risk, analytics and accounting, with managed middle- and back-office services, all on a single data set. Managers from new fund launches to established global firms run their business on it. Hong Kong is Enfusion’s Asia-Pacific hub.

Job Description

We’re looking for a driven Senior Enterprise Sales Leader to win new hedge fund clients for Enfusion in Hong Kong. This is a new-business hunting role focused on fund launches and emerging managers: you’ll prospect, build pipeline and close net-new logos, and play a visible part in growing Enfusion’s hedge fund franchise in its Asia-Pacific home market.

You’ll own the full sales cycle, working with Solutions Engineering, Business Development Reps and fellow Enterprise Sales colleagues while managing your own prospect relationships. The ideal candidate is a hungry, self-starting hunter with a genuine interest in how hedge funds run, and a clear ambition to build a sales career at a market-leading platform. The role is based in Hong Kong, with limited travel.

RESPONSIBILITIES

Identify, prospect and win new hedge fund clients in Hong Kong – fund launches, emerging managers, spin-outs, and established managers replacing legacy systems.
Build and manage a robust new-business pipeline from first meeting to signed contract, meeting or exceeding annual new-logo and SaaS revenue targets.
Get in early on launches by building relationships across the launch ecosystem – prime brokers, capital introduction teams, fund administrators, law firms, auditors, consultants and seeders – so Enfusion is on the shortlist before the vendor search starts.
Qualify rigorously (MEDDICC or similar): map the decision-makers – CIO or founding PM, COO, CFO, CTO and Head of Trading – and the buying process, and keep Salesforce and your forecast accurate.
Run discovery and lead tailored demos across portfolio management, order and execution management, risk, analytics, accounting and managed services, working with Solutions Engineering on complex requirements.
Build business cases and ROI, structure proposals and pricing, and negotiate contracts through to close.
Own the Hong Kong territory plan and target account list, working with BDRs and Marketing, and represent Enfusion at local industry and prime broker events.
Work in close coordination with executive management and internal teams (Solutions Engineering, Implementation, Client Services, Marketing) to ensure a clean handover and a successful client launch.
Stay current on Enfusion’s product suite, the competitive landscape, and hedge fund industry trends in Hong Kong.

REQUIREMENTS

Proven record of new-business hunting and exceeding new-logo targets, ideally selling to hedge funds or other alternative investment managers.
Solid understanding of hedge fund front-to-back workflows – portfolio management, trading, risk, operations and fund accounting – and of how a fund launch comes together (strategy, prime broker, administrator, technology).
An existing network in the Hong Kong hedge fund community and launch ecosystem (prime brokerage, capital introduction, fund administration, law firms) is a strong advantage.
Credible with founding PMs, COOs, CFOs and CTOs, with strong presentation and writing skills for client-facing activities.
Disciplined pipeline management and forecasting in Salesforce or a similar CRM.
Ability to work independently while thriving within a team environment.
High adaptability and flexibility, including the ability to manage deadline pressure, ambiguity, and change.
Strong negotiating skills.

Desired Experience and Skills

5+ years of new-business sales, business development or client coverage with hedge funds or other buy-side firms – for example at an OMS/PMS or investment technology vendor, prime broker, fund administrator, exchange or market-data provider.
High performers moving from solutions engineering, prime brokerage or capital introduction into a closing role will be considered.
Candidates from hedge funds, fund administrators, the sell-side and other hedge fund service providers will be considered.
Bachelor’s degree from a leading university with a strong academic record; finance, economics, engineering or a related field preferred.
Fluent English required; Mandarin and Cantonese highly desirable.
Based in Hong Kong, with limited travel.

Join us at Clearwater and be part of a dynamic team committed to delivering exceptional solutions to our clients. Apply now to embark on an exciting career journey with us! Salary will DOE and location.

b6:Te0c,

LONDON, UK

About Clearwater Analytics

Job Description

The re looking for a determined Senior Enterprise Sales professional who can confidently articulate our value proposition to C-level individuals in the European Asset Management space - front to back office. This role presents a unique opportunity to be a part of the SaaS revolution that we are driving in the EMEA market and play a visible role in the growth of the Clearwater business.

You will be responsible for the acquisition of new clients and expansion of existing clients. With deep domain knowledge of Clearwater and/or addressable markets, you will facilitate the end-to-end sales process by identifying pain points and offering solutions in calls, demos, meetings, at conferences, and in the market. You will develop business with new clients and expand existing accounts within an established territory/product line.

You will work collaboratively with Pre-Sales, Business Development Reps and fellow Enterprise Sales Leaders, but also work independently on client deals. The ideal addition to our team is hungry to develop new business and grow their career, is excited by the thought of expanding our market share, and has experience selling to, or working in, the asset management industry. Top performers excel at generating new opportunities, exceeding quota, and thrive on solving real challenges for clients.

Responsibilities:

Create and maintain relationships with prospects, clients, and other influencers in the market, while understanding prospective clients’ current infrastructure, business requirements and subsequent challenges
Proactively familiarize self with market complexities and the value proposition of Clearwater
Develop new accounts and/or expand existing accounts within the European market, solving complex problems throughout the sales cycle
Conduct effective meetings with prospects and perform needs identification
Develop and progress opportunities, closing deals in the assigned market
Work in close coordination with executive management and other internal teams (Client Services, Marketing, Pre-Sales)
Successfully leads complete demos on most module/report/asset class requested
Active participant in the deal sheets process and ensures accurate and thorough completion

Requirements:

Exposure and proficient understanding of the Asset Management market in Europe, or a demonstrated ability to sell into this market
Proven record of exceeding targets
Strong presentation and writing skills for client-facing activities.
Ability to work independently but within a team environment
High adaptability and flexibility, including the ability to manage deadline pressure, ambiguity, and change
Strong negotiating skills

Desired Experience and Skills:

10 years + complex selling, SaaS or Fintech sales experience
Fluency in English an additional European language is a bonus!

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About Clearwater Analytics
Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations make the most of investment portfolio data with cloud-native software and client-centric servicing. Every day, investment professionals worldwide trust Clearwater to deliver timely, validated investment data and in-depth reporting.

Job Description
We're looking for an experienced, driven Senior Enterprise Sales Leader to lead new business development across the APAC large insurance market. This is primarily a new-business hunting role: you'll prospect, build pipeline, and close net-new logos with large insurers, front to back office. You'll play a visible role in the growth of Clearwater's Insurance vertical in Asia and in the SaaS shift we're driving in the region.

You'll build a new-business pipeline from the ground up and own the end-to-end sales process: identifying pain points, positioning solutions, and leading calls, demos, executive meetings and conference engagement. You'll navigate complex, multi-stakeholder buying committees and build trusted relationships from the investment desk up to the C-suite. You'll work closely with Pre-Sales, Business Development Reps and fellow Enterprise Sales colleagues while managing your own prospect and client relationships independently.

The ideal candidate is a hungry, self-starting hunter with a track record of exceeding net-new logo quota, and who is excited by the challenge of building Clearwater's presence in a growing market.

Responsibilities

Identify, prospect and develop new business opportunities with large insurers across APAC.
Build and manage a robust new-business pipeline from prospecting through to close.
Lead complex, multi-stakeholder sales cycles, engaging CIOs, CFOs, Heads of Investment Operations, Risk, Actuarial, Finance, IT and Procurement.
Build and maintain trusted relationships with prospects, executive sponsors and market influencers, understanding their infrastructure, requirements and challenges.
Map decision-makers and influencers, and align internal and external stakeholders to a clear path to close.
Conduct prospect meetings and needs discovery, and lead full product demos across relevant modules, reports and asset classes.
Develop expertise in the APAC insurance market, its regulatory landscape (e.g. HK Insurance Authority, MAS, IFRS 17) and Clearwater's value proposition.
Work closely with executive management and internal teams (Client Services, Marketing, Pre-Sales, Product) to ensure smooth handover from sale to implementation

Requirements

10+ years of complex, enterprise new-business (hunting) sales experience, SaaS or fintech preferred, with a record of closing large, multi-stakeholder deals and exceeding net-new logo targets.
Strong understanding of the APAC insurance and institutional investment market, or a demonstrated ability to prospect and sell into it.
Stakeholder management: proven ability to build credibility and influence at C-level, manage competing priorities across multiple stakeholders, and align internal and client teams through long sales cycles.
Existing network within the Asian insurance and institutional investment community is a strong advantage.
Familiarity with HK and Singaporean regulatory frameworks is advantageous.
Strong presentation, writing and negotiation skills.
Ability to work independently while thriving in a team environment.
High adaptability, including handling deadline pressure, ambiguity and change.
Proactive use of sales tools such as Salesforce, Gong, LinkedIn Sales Navigator and Claude Enterprise.
Fluent English required; additional Asian languages (e.g. Mandarin, Cantonese) are an advantage.
Based in Hong Kong, with regional travel as needed.

b8:T1556,

London, England

About Clearwater Analytics

Job Description

We are looking for a determined Senior Enterprise Sales professional who can confidently articulate our value proposition to C-level and senior decision makers across the European Insurance space - front to back office. This role presents a unique opportunity to be part of the SaaS revolution we’re driving in the EMEA market and play a visible role in the growth of Clearwater’s Insurance vertical.

You’ll work collaboratively with Pre-Sales, Business Development Reps, and fellow Enterprise Sales colleagues, while also managing your own prospect and client relationships independently. The ideal candidate is a hungry, self-starter who’s excited by the challenge of expanding Clearwater’s presence in the market and has experience of selling to — or working within — the Insurance and or institutional investment industry in EMEA.

Top performers excel at building pipeline from scratch, exceeding quota, and solving real challenges for prospects and clients.

RESPONSIBILITIES

Identify, prospect, and develop new business opportunities with Insurance clients across the EMEA market.

Build and manage a robust new business pipeline from prospecting through to close, while also identifying opportunities to grow and upsell existing named accounts in the region.
Proactively familiarize self with market complexities and the value proposition of Clearwater

Develop new accounts and/or expand existing accounts within the European market, solving complex problems throughout the sales cycle

Conduct effective meetings with prospects and perform needs identification

Develop and progress opportunities, closing deals in the assigned market

Work in close coordination with executive management and other internal teams (Client Services, Marketing, Pre-Sales)

Successfully leads complete demos on most module/report/asset class requested

Active participant in the deal sheets process and ensures accurate and thorough completion

REQUIREMENTS

Proficient understanding of the EMEA Insurance market in EMEA, or a demonstrated ability to prospect and sell into this market.

Proven record of new business hunting and exceeding net-new logo targets.

Strong presentation and writing skills for client-facing activities.

Ability to work independently while thriving within a team environment.

High adaptability and flexibility, including the ability to manage deadline pressure, ambiguity, and change.

Strong negotiating skills.

Desired Experience and Skills

10+ years of complex sales experience, selling SaaS or Fintech preferred.

What we Offer:

Business casual atmosphere
Team focused culture that promotes innovation and ownership
Access cutting edge investment reporting technology and expertise
PTO and volunteer time off to give back to the community
Defined and undefined career pathways allowing you to grow your own way
Work from anywhere 3 weeks out of the year
Maternity and paternity leave
On-site London - 4 days in office

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Job Summary:
The Business Development Representative (BDR) engages with stakeholders and prospects to address their concerns about investment reporting accuracy and timeliness. Using advanced technology, the representative and their team will proactively reach out to potential customers within Asset Management, Asset Owners and Insurance through phone calls, emails, and LinkedIn. They will gain expertise in sales techniques and utilize company tools like Salesforce, Claude Enterprise, Gong, LinkedIn Navigator, ZoomInfo, and High Spot to effectively find new prospects and contribute to Clearwater's growth.

Responsibilities:

Conduct research and find compelling events to identify customer needs and personalize sales communications.
Source, prepare for and participate in business meetings with prospective clients.
Promote the company’s products/services addressing or predicting clients’ objectives with the goal to increase net new pipeline.
Create and maintain client information in our CRM database.
Collaborate with and become an apprentice to closers in supporting deals as they move through the sales funnel.
Build qualified pipeline across our EMEA Asset Management, Asset Owner or Insurance market verticals within France or Germany - high growth markets with a large addressable total market, which represents significant growth opportunity for Clearwater in 2027.

Desired Profile:

Excellent relationship building skills and natural curiosity.
Track record of success in life.
Competitiveness – passion & drive, solid work ethic, motivation.
Ability to be a team player while also making independent decisions.
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 & Experience:

Bachelor's degree in business administration, finance, accounting and/or another related area preferred.
1+ years’ successful attainment in a Business Development or Inside Sales role.
French or German is needed as an additional language as this will be the aligned territory

What We Offer:

Business casual atmosphere in a flexible working environment.
Team focused culture that promotes innovation and ownership.
Access cutting edge investment reporting technology and expertise.
Private medical insurance, private dental insurance, Healthcare Cash Plan, discounted gym membership + other discounts.
Industry competitive pension contributions.
34 days initial holiday allowance (increasing with each year of tenure) + 2 days annual Volunteer Time Off.
Continual learning, access to learning tools, professional development, defined and undefined career pathways allowing you to grow your own way.
Annual 3 weeks ‘work from anywhere in the world'.
On-site - London office, Moorgate - Monday to Thursday.

ba:Te45,

Job Summary:

The Reconciliation Analyst is responsible for comparing investment portfolio data from external sources with an advanced web-based system. Their primary responsibility is to guarantee the prompt and precise delivery of comprehensive portfolio status updates to clients on a daily basis.

Responsibilities:

Meets daily deadlines for the review and update of reporting data.
Investigates and takes action on identified issues within the reconciliation system through problem-solving, seeking support from mentors and department experts as needed.
Creates and maintains valuable relationships with data providers, clients, and internal stakeholders.
Contributes feedback to product teams on internal projects as requested.
Demonstrates familiarity and competency with internal tools and processes.
Understands financial concepts and can apply them to reconciliation errors.
Effectively communicates with internal and external parties to submit inquiries and provide timely updates on relevant issues.

Required Skills:

Basic understanding of investment, financial, and accounting concepts.
Finance and/or accounting experience preferred.
Knowledge of GAAP and/or IFRS will be an added advantage.
Basic understanding of standard security types.
Securities or financial markets experience preferred.

Advanced ability in Microsoft Excel (VLOOKUP, SUMIF, Pivot Tables, VBA, etc.) preferred.
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 degree in a finance-related and analytical field.
1+ years of directly applicable experience (reconciliation, accounting, or finance)

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Job Summary:

Client Servicing Associates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to front-back office asset management operations matters, serving as a vital link between clients and internal teams. These Associates play a pivotal role in delivering prompt, precise, and comprehensive responses to client queries, with the ultimate objective of efficiently resolving a substantial number of issues while ensuring that clients become enthusiastic advocates of Clearwater.

This Client Servicing team in Paris supports Asset Management clients. The team is responsible for the on-going servicing of existing clients and seeks to improve clients’ day-to-day workflow by increasing their knowledge of the front-back office asset management platform and providing them with effective solutions to their performance and investment reporting requirements. We work as an extension of our clients’ teams, and we collaborate with them to ensure our product meets their current and future needs.

Responsibilities:

Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets.
Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user.
Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.
Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.
Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work.
Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams.
Assist in training and coaching more junior team members.

Required Skills:

Good understanding of financial markets.
Intermediate understanding of fixed income and equity investments.
Familiarity with insurance and/or investment management market concepts a plus.
Ability to communicate with clients
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.
Fluency in French and English

Education and Experience:

Master's degree in a relevant degree area such as: Financial Markets, Financial Engineering, Finance, Economics

bc:Tfae,

Working under the supervision of the Chief Legal Officer and General Counsel, the Associate General Counsel – International provides legal, compliance, and risk management guidance and support for Clearwater's international operations, including commercial contract negotiation, regulatory compliance and data privacy for non-U.S. clients and prospects. This role assists the Chief Legal Officer and General Counsel in supporting Clearwater's international growth strategy, serving as a legal point of contact for business units and regional leadership operating outside the U.S.

Essential Duties & Responsibilities

Provides legal, compliance, and risk management guidance for the full range of legal issues facing Clearwater's international business, including contract negotiation, corporate governance, regulatory compliance, intellectual property, and privacy across jurisdictions

Reviews legal data and advises the organization on appropriate legal action across international markets

Coordinates litigation and other legal matters handled by outside counsel in non-U.S. jurisdictions

Demonstrates experience in cross-border commercial matters, including regulatory and data privacy regimes (e.g., DORA and GDPR), and contract management across multiple legal systems

Uses professional judgment and company objectives to resolve complex legal issues in creative and effective ways

Works on complex issues where analysis requires in-depth evaluation of jurisdiction-specific variables and commercial acumen

Networks with outside counsel, and other key contacts across international markets

Performs legal research and advises the Chief Legal Officer and General Counsel on international legal matters

Develops and negotiates complex licenses and commercial agreements for international technology, software, and services transactions

Works directly with the Chief Legal Officer and General Counsel to support the growth and governance of Clearwater's international legal footprint

Monitors international legal and regulatory changes and provides regular updates and training to the business

Assists in maintaining contractual compliance, corporate governance, and regulatory compliance across international entities

Partners with internal business constituents to ensure customer success and legal protection of Clearwater across global markets

Provides project support to the Chief Legal Officer and General Counsel on international special projects

Required Qualifications:

LLB, JD or equivalent with excellent academic credentials from an accredited program, with license to practice in at least one jurisdiction (U.S. state or international equivalent)

Minimum 3 years post-qualification legal experience, ideally including international/cross-border transactional law

Experience navigating multi-jurisdictional regulatory environments (e.g., EU, UK, APAC)

Ability to work independently and drive tasks to completion with creative solutions while managing multiple projects in a deadline-driven, global environment

Self-starter with an appreciation for a dynamic, cross-cultural work environment

Excellent written and verbal communication skills, with the ability to work across time zones and cultures

Impeccable ethics and professional business demeanor

Familiarity with, or willingness to learn, technical concepts in web applications

Fluency in French required

Preferred Qualifications:

International business transactional or regulatory compliance experience

bd:T9d5,

Job Summary:

Client Servicing Associates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal role in delivering prompt, precise, and comprehensive responses to client queries, with the ultimate objective of efficiently resolving a substantial number of issues while ensuring that clients become enthusiastic advocates of Clearwater.

Responsibilities:

Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets.
Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation.
Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user.
Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.
Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.
Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work.
Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams.

Required Skills:

Good understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
Finance and/or accounting experience preferred.
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 degree or higher in Accounting or Financial/Business-related field.
2+ years of relevant experience.

be:T8cf,

Responsibilities

Manage the design, implementation, tracking and reporting for operations and business plans against agreed company goals and objectives.
Develop metrics that provide data for process measurement, understanding the underlying drivers, creating a regular cadence for reporting, and identifying and leading initiatives to enhance management reporting capabilities.
Manage the implementation and oversight of effective risk management practices in line with the company’s risk management framework ensuring timely identification and remediation of key operational risks
Identify areas for process and lean improvements, and gain buy-in from management & stakeholders to implement these changes
Communicate with internal stakeholders at all levels inc. employees, SLT and ELT and represent Product when required to in key forums.
Prepare presentations, reports and other materials including management briefings and recommendations on key talking points, achievements, challenges, and next steps as key input to existing internal and external meetings, Board meetings and other relevant forums.
Take on and execute special and/or ad-hoc projects related to key strategic and operational priorities to help resolve issues and drive improvement as required

Requirements

4+ years’ experience in consulting/business analyst/project management role
Degree in Business Administration or related field
Proven track record of effectively planning and assisting strategic and operational initiatives
Advanced presentation and Microsoft Suite capabilities
Ability to collect and interpret data gathered from various sources
Excellent communication skills, both verbal and written
Ability to work independently, strategically, efficiently, and collaboratively across departments
Strong relationship-management skills to build trust and rapport with internal stakeholders, bring influence across all levels of the business

Desired Experience and Skills

Understanding of financial modeling and performance measurement

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Job Summary:

Responsibilities:

Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets.
Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation.
Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user.
Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.
Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.
Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work.
Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams.

Required Skills:

Basic understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
Finance and/or accounting experience preferred.
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 degree or higher in Accounting or Financial/Business-related field.

c0:T11dd,

About the Opportunity

Clearwater is experiencing exceptional growth across the DACH region, with a rapidly expanding client base. As we deepen our footprint in one of Europe’s most sophisticated investment markets, we continue to build out a dedicated local team - and this role sits right at the heart of that expansion. We're looking for Lead Implementation Associates to join our EMEA team and help us deliver a world-class service to some of the region's most sophisticated investors.

This is an exciting opportunity to sit at the intersection of finance and technology. You'll work directly with clients (asset managers, insurers, pension funds and more) to configure and deploy Clearwater's leading SaaS platform, ensuring it's tailored precisely to their trading, accounting, compliance, performance and reporting needs.

Whether you're a few years into your finance career, or a seasoned professional with years of investment operations or back-office experience behind you, we'd love to hear from you.

We've recently opened a brand-new office in Frankfurt's Opernturm, home to a brilliant and rapidly growing local team, a clear signal of our long-term commitment to the DACH market, where a growing number of organisations are choosing our cloud-native, front-to-back platform for investment management.

What You'll Do

Lead the end-to-end onboarding of new clients onto Clearwater's platform, acting as a trusted guide throughout their implementation journey.
Conduct engaging training sessions that empower clients to get the most out of the Clearwater platform from day one.
Collaborate cross-functionally with internal Clearwater teams to assess requirements and design tailored solutions across accounting, compliance monitoring, performance measurement, risk analysis and reporting.
Liaise with internal production teams to support Data migration, Interfaces, Trading workflows, troubleshoot P&L and accounting issues.
Be the go-to person for clients during implementation - troubleshooting issues, resolving queries and keeping stakeholders informed with clear, transparent communication.
Act as a consultative partner, helping clients align their goals with project plans and ensuring delivery milestones are met.
Proactively identify and escalate risks and issues, keeping project momentum strong.
Champion Clearwater's value proposition - you'll know the platform inside out and communicate its benefits with confidence and credibility.
Coach and mentor more junior team members

What We're Looking For

We welcome applicants from a wide range of backgrounds. You might come from investment operations, investment accounting, financial reporting, middle or back office. What matters most is your curiosity, client focus, problem solving mindset, and drive to deliver.

Fluency in German and English (written and spoken) - essential for engaging with our DACH client base.
A degree in a relevant field such as financial markets, accounting, economics or audit; a Master's is advantageous.
Knowledge of securities and financial markets - exposure to derivatives, fixed income, structured products or alternatives is a real plus.
Experience in investment operations, investment accounting, or a related area within financial services
Strong analytical mindset with excellent attention to detail and documentation skills.
Confidence communicating with clients - you're articulate, organised and comfortable managing multiple stakeholder relationships.
Solid Excel skills and proficiency in Microsoft Office.
A problem-solving approach: you stay calm under pressure and find solutions.

Why Clearwater Analytics?

Be part of a high-growth, global fintech that's transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets.
Join a collaborative, supportive EMEA team with real opportunities for career development.
Work with leading institutional clients across the DACH region and beyond.
Competitive compensation, comprehensive benefits, and a culture that values your contribution and provides real opportunity to build a career.

c1:Tccc,

Job Summary:

The Sr. Solutions Architect oversees onboarding new clients to Clearwater's SaaS platform, crafting and executing robust solution designs for various client implementations. They engage directly with clients to promote best practices, standardisation, and gain approval for the solution design. As the solution owner, they closely collaborate with program managers to facilitate change during implementation, ensuring adherence to the design and a smooth transition of the client's business processes to Clearwater. This role is part of a collaborative division involving analysts, workstream team leads, and program managers. They also coordinate across departments, such as R&D, Sales, and other ops teams, to ensure client success.

Responsibilities:

Execute requirements analysis and solution design for programs.
Work alongside Sales to initiate early scope, discovery, and SOW creation.
Apply deep domain expertise to evaluate, standardize, and document requirements for diverse investment accounting and reporting needs.
Collaborate internally to identify solutions, enhance the product roadmap, streamline client onboarding, reduce delivery timeframes, and establish repeatable/scalable processes.
Communicate and cooperate effectively with senior stakeholders, both within and outside Clearwater, to guide solutions and scope decisions.
Act as an advocate for Clearwater products and solutions within internal and external teams.
Collaborate with Program Managers to implement change management during implementation.
Ensure clear alignment with Clearwater's vision and strategy.

Required Skills:

Awareness of SaaS and cloud architecture.
Proven experience in complex implementations involving multi-tier architecture.
Deep knowledge on Accounting and Regulatory Reporting: E.g. HGB (German GAAP), Solvency II, IFRS, General Ledger.
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/ master's degree in accounting, finance or related discipline.
9+ years of relevant experience as a subject matter expert, solution architect, program manager or related role.
Experience engaging with senior and executive leaders.
Clearwater experience preferred.

c2:T1086,About the Opportunity

Clearwater is experiencing exceptional growth across the DACH region, with a rapidly expanding client base. As we deepen our footprint in one of Europe’s most sophisticated investment markets, we continue to build out a dedicated local team - and this role sits right at the heart of that expansion. We're looking for Client Servicing Analysts to join our EMEA team and help us deliver a world-class service to some of the region's most sophisticated investors.

This is a fantastic opportunity to sit at the heart of the client experience. You'll work directly with clients (asset managers, insurers, pension funds and more), resolving enquiries, validating data, and helping their investment operations run smoothly on Clearwater's leading SaaS platform.

Whether you're a finance graduate, or come from a discipline like maths or science with a genuine interest in the investment industry, we'd love to hear from you.

What You'll Do

Manage the day-to-day relationship with a portfolio of Clearwater's global clients, becoming a trusted point of contact for their investment accounting, reporting, and analytics needs.
Respond to client enquiries across investment accounting, asset classes and financial markets, delivering clear, accurate answers that build confidence in the platform.
Deliver timely and accurate information on Financial Statements and Analytics Reporting, keeping clients informed and reassured.
Handle core operational tasks, such as account set-up, client lockdowns, compliance and reconciliation validation, with precision and care.
Validate investment data against third-party market sources, using Clearwater's proprietary tools to reconcile transactions accurately.
Get hands-on with our knowledge base and internal resources, proactively solving client queries before they become bigger problems.
Take on team and client-related projects that stretch your skills and connect you with colleagues across Clearwater.

What We're Looking For

We welcome applicants from a wide range of backgrounds. You might be a recent graduate in accounting, finance, or economics, or you might have a non-finance degree such as maths or science, but a keen interest in building a career in the investment industry. What matters most is your curiosity, client focus, and drive to deliver.

A basic understanding of financial concepts and/or core accounting concepts, plus an interest in the investment industry.
An exceptional problem-solving mindset, calm under pressure.
Strong computer skills, including confidence with Microsoft Office.
Excellent attention to detail and strong documentation skills.
Outstanding verbal and written communication skills.
Strong organisational and interpersonal skills.
A Bachelor's degree or higher in Finance, Accounting, Economics, Maths, or other related discipline
Business fluency in German and English

Why Clearwater Analytics?

Be part of a high-growth, global fintech that's transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets.
Join a collaborative, supportive EMEA team with real opportunities for career development.
Work with leading institutional clients across the DACH region and beyond.
Competitive compensation, comprehensive benefits, and a culture that values your contribution and provides real opportunity to build a career.

c3:Tfbc,

About the Opportunity

This is a rare opportunity to join Clearwater at an inflection point: you will lead some of our largest and most complex client implementations across the DACH region, while helping shape the standards and processes that support the wider Global Delivery team as it grows.

Job Description:

The Global Delivery division is responsible for onboarding all new clients onto Clearwater's SaaS platform. As Senior Programme Manager, you will lead large, simultaneous client implementations with minimal oversight, consistently delivering on time and to a high standard, primarily working with Clearwater's clients across the DACH region.

You will define project scope, build detailed implementation plans spanning internal, client, and third-party resources, and drive projects through to successful, on-time completion. You will provide regular status updates through reports and meetings, lead high-level steering committee meetings, and act as a trusted client relationship manager.

You will also manage implementation budgets, look for opportunities to improve our service, and oversee the handover from Sales to Global Delivery before a project begins, and from Global Delivery to Client Services once implementation is complete.

Responsibilities:

Create and manage detailed project plans for your assigned portfolio
Manage and coordinate internal Clearwater, client, and third-party resources across project workstreams
Generate weekly status reports and hold weekly status meetings with clients and the project team
Lead steering committee meetings with C-level client decision makers and Clearwater senior management
Handle project commercials, including revenue recognition forecasts and unbilled bookings
Manage and report on resource allocation for your assigned portfolio
Own project metrics such as utilisation, go-live adherence, and project billing
Act as a trusted client relationship manager, ensuring timely and accurate responses to client inquiries
Facilitate a smooth transition to the steady-state servicing team
Oversee multiple simultaneous implementations with minimal oversight

Requirements:

Experience as a Programme Manager leading large multi-million dollar implementations
Financial services experience (front-to-back office technology, fintech, investment accounting, client reporting, insurance, market data, etc.)
Proven experience implementing large-scale software solutions in the asset management and/or insurance space (multi-location settings a plus)
Proven track record of delivering whole projects for external clients
Ability to identify, recommend, and implement continuous service improvements within project timelines, and for future projects
Excellent communication skills, written and verbal, across internal and client-facing contexts
Strong technical skills in project management tools such as JIRA, Excel, Clarizen, and Salesforce
Familiarity with SaaS platforms and fintech solutions is a plus
Fluency in German and English
Willingness to travel to client sites

c4:T1408,

About the Opportunity

Clearwater Analytics is growing, and we want you to be part of it! We're looking for a Team Lead to lead our client implementations team in Frankfurt and help us deliver world-class onboarding experiences to some of the world's most sophisticated investors.

This is an exciting opportunity to lead from the front, at the intersection of people leadership and client delivery. You'll build a culture of teamwork, collaboration, and accountability within your team, while playing a hands-on role in the successful onboarding of clients (asset managers, insurers, pension funds and more) onto Clearwater's leading SaaS platform.

What You'll Do

Lead, mentor, train, develop, and retain a team of Implementation and Delivery professionals, allocating work and ensuring quality onboarding for clients.
Act as a sponsor for a number of client onboardings, playing a hands-on role in their successful delivery.
Own the preparation and delivery of regular 1-on-1s and biannual performance reviews, identifying and facilitating learning and career growth opportunities for your team.
Identify improvement opportunities and initiate solutions, both within your own role and across the wider team.
Excel in applying Clearwater Way methodologies for client onboarding, including alignment with Clearwater's Client Engagement Model.
Design, implement, and track quantitative and qualitative metrics to measure the success of projects, people, and processes, including client satisfaction, time-to-value, go-live SLA adherence, retention, gross margin, automation improvements, and employee attrition.
Lead SteerCos and client implementation reviews, acting as a confident, knowledgeable, and patient escalation point for issues that arise during onboarding.
Partner with product management and development teams to help build a differentiated implementation offering, improve operational tooling, support sales efforts, and develop repeatable, scalable onboarding processes.
Ensure a seamless transition for newly onboarded clients into steady-state client servicing operations.
Demonstrate effective management of both people and projects, balancing team development with delivery execution.
Operate within a global framework, coordinating operational teams across different time zones.
Use tooling such as Salesforce, Workday, and Power BI to monitor and drive team performance.

What We're Looking For

We welcome applicants from a wide range of backgrounds. What matters most is your people-leadership experience, delivery focus, and drive to build a high-performing global team.

Fluency in German and English (written and spoken), essential for engaging with our DACH client base.
Bachelor's degree in Accounting, Finance, Business, Mathematics, Sciences, or a related field.
7+ years of directly applicable project delivery experience in the finance or fintech industry, with knowledge of investment accounting or investment operations solutions preferred.
2+ years of demonstrated success in a people manager role.
Previous experience in project delivery or project management, working directly with external clients from initiation through to completion.
Experience delivering measurable KPIs on a weekly and monthly basis in prior roles.
Knowledge of securities and financial markets; exposure to derivatives, fixed income, structured products, or alternatives is a real plus.
Confidence communicating clearly and concisely in written and verbal contexts, including small and large group settings, for both internal and client-facing audiences.
Strong Excel skills (VLOOKUP, SUMIF, Pivot Tables, VBA, etc.) and proficiency in Microsoft Office.
Excellent attention to detail, strong documentation skills, and outstanding organisational abilities.
An exceptional problem-solving mindset, calm under pressure.

Why Clearwater Analytics?

Be part of a high-growth, global fintech transforming investment management with the industry's most comprehensive cloud-native platform for institutional investors.
Be part of a collaborative, supportive team in Frankfurt with real influence over how the DACH client experience is delivered.
Work with leading institutional clients across the DACH region and beyond.
Join us at an exciting point in our growth, in our brand-new Opernturm office.
Competitive compensation and comprehensive benefits, in a culture that values and rewards your contribution.

c5:T10d3,

Job Summary:

Operations Delivery Leads play a crucial role in ensuring smooth daily operations within the Client Servicing division, flexing to meet the needs of team members and clients. They are responsible for managing projects across the department that address key business issues; being viewed as problem solvers and technical domain experts by the team.

ODLs have an eye towards continuous improvements, working to identify inefficiencies and helping the department to scale operations. They set the standard for team delivery in daily objectives, challenging current measures to raise the bar on team goals.

Responsibilities:

Acts as a subject matter expert on local regulatory and accounting topics.
Collaborates directly with clients to build and own valuable relationships and ensure their success.
Leads day-to-day delivery from Client Service team to clients by managing and prioritizing team queues/client requests and coordinating resources.
Monitors and analyses operational performance metrics such as efficiency, accuracy, and timeliness, preparing regular reports on operational performance and communicating the results to internal stakeholders and clients.
Identifies and interprets trends and patterns in datasets to address problems at scale.
Consistently supports process automation initiatives to improve efficiency metrics.
Acts as mentor and coach to the wider team by providing ongoing training and development on internal systems, processes, and technical topics.
Works across the department to develop operational priorities, recommending and driving solutions in support of agreed business objectives and goals.
Owns complex client queries and project work on behalf of the department, mobilising departmental resources when required.

Required Skills:

Strong domain understanding of the Clearwater system including reports & customization, statements, dashboards, report manager, formulas, advanced grouping, and filtering.
Familiar with the core offering of Accounting, Compliance, Risk, and Performance reports.
An understanding of broad areas of specialization; one area of deep domain knowledge (e.g., accounting, cashflows, performance, compliance, AM tools, etc.).
Demonstrated experience of process improvement and mentorship/coaching.
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 degree or higher in Accounting, Finance or Business-related degree.
Accounting qualification preferred (i.e. ACCA, CA, ACA)
4+ years of relevant experience.

c6:T11a8,

Job Summary:
The Technical Data SME is the domain authority for investment data across client engagements, responsible for the quality, integrity and reliability of the client reporting and investment data delivered to clients. This role involves designing and overseeing data systems and pipelines, leading complex data analysis, and presenting insights through advanced data visualisation techniques. The SME collaborates with clients, project management and architecture teams to define customer and company needs, and acts as a senior technical point of contact. This role requires the ability to merge data from multiple sources and present it in alignment with customer and company requirements, while setting standards and driving continuous improvement in data quality and reliability.

Responsibilities:

Act as the subject matter expert for investment data, providing authoritative guidance on data structures, sourcing, transformation logic and reporting outputs.
Design, build and optimise efficient, scalable data systems and pipelines, ensuring seamless data flow at volume.
Lead deep-dive analysis of complex data sets and root cause investigations, delivering clear recommendations and insightful reports to technical and non-technical stakeholders.
Design and deliver advanced data visualisation and reporting solutions that bring data to life and support data-driven decision making.
Lead the integration of complex multi-source data into consistent, comprehensive and client-ready outputs.
Define and drive the strategy for data quality and reliability, establishing controls, monitoring and remediation approaches that uphold the highest standards.
Develop and implement analytical tools and programmes that empower teams and clients to make data-driven decisions.
Partner with system architects and product development teams to shape data architecture, influence the technical roadmap and evaluate new technologies.
Define and maintain data standards, design patterns and best practices, and champion data governance across teams and client engagements.
Serve as the senior technical contact for clients, advising on solutions, managing expectations and representing the data function in escalations.
Work with project management to scope work, assess risk and shape delivery plans and timelines.
Coach and mentor analysts and junior team members, reviewing work and raising technical capability across the team.

Required Skills:

Deep expertise in investment data, including its structures, lifecycle and common data challenges.
Extensive hands-on experience with SQL and NoSQL databases.
Advanced knowledge of cloud platforms and big data technologies (e.g. AWS, GCP, Azure).
Strong command of database design and data warehouse principles, including modelling for scale and performance.
Proven experience designing and delivering data integration and ETL/ELT processes.
Expert-level data manipulation, data cleansing and transformation techniques.
Strong knowledge of data governance and best practices in data management.
Proven ability to work with large datasets and perform data mining at scale.
Track record of leading complex, client-facing data projects from design through to delivery.
Demonstrated ability to lead technical decision making and influence senior stakeholders.
Proven ability to mentor others and raise team capability.
Continuous improvement mindset for self and team.
Ability to work collaboratively in a cross-functional team environment.
Strong computer skills, including proficiency in Microsoft Office.
Excellent attention to detail and strong documentation skills.
Outstanding verbal and written communication skills, including presenting to clients and leadership.
Strong organisational and interpersonal skills.
Exceptional problem-solving abilities, with the ability to resolve ambiguous, complex issues independently.

Education and Experience:

Bachelor's degree in data analytics, statistics, accounting, computer science, or a related discipline (advanced degree desirable).
7+ years of relevant experience in data analytics, reporting and visualisation, including experience in a senior or lead capacity.

c7:Tab2,

Description:

Participate in all phases of the software development life cycle - from design and implementation to testing and deployment - to deliver high-quality solutions. In our agile, collaborative environment, your designs and code will have a real impact, powering the daily work of our customers worldwide.

Responsibilities:

Developing quality software that is used by some of the world's largest technology firms, fixed income asset managers, and custodian banks
Participating in Agile meetings to contribute to development strategies and product roadmap
Owning critical processes that are highly secure, available and scalable
Reacting quickly to emerging technologies
Encouraging collaboration and stimulating creativity
Debugging, fixing, testing and validating code in development and production environments.
Understanding, responding to, and addressing customer issues with empathy and in a timely manner
Contributing to design meetings and suggesting architecture changes
Performing code reviews with a focus on high-level design choices and business logic interpretations
Writing and maintaining automated tests spanning all levels of software architecture
Documenting software implementation, architecture, design, and APIs

Requirements:

2+ years’ experience building software components.
Experience with an object-oriented language, preferably Java
Strong problem-solving skills
Experience in relational databases
Bachelor’s degree in computer science or related field
Excellent verbal and written communication skills.

Desired Experience or Skills:

Experience creating & using web-service APIs.
Professional experience working in a SaaS environment
Familiarity with micro-services architecture
Fintech industry experience
Machine-learning experience

Technical stack:
As a Software Development Engineer at Clearwater, you will be working with a robust and modern technology stack, including:

Java / Spring Boot
JPA / Hibernate
Hazelcast
ReactJS / TypeScript
MariaDB / Aurora / MongoDB / DocumentDB
Kubernetes / Docker

A solid understanding and experience with these technologies will enable you and your team to deliver high-quality features and robust solutions across all layers of our technical stack.

c8:T1000,

Job Summary:

We are seeking a skilled and motivated Senior Software Engineer to join our dynamic team at CWAN. The role joins our Beacon Core Engineering team. The Core team develops large part of Beacon Cloud, just above the Platform abstraction. It deals with the developer tools (SDLC) that we offer to clients and use internally - IDE including Cline integration, Code Review, Test Framework, Release process; also runtime execution - batch scheduler, super computer scheduler, containerization, coding libraries - dependency graph and deal model used by the financial layer and clients directly.

In this role, you will be responsible for designing, building, deploying, and maintaining high-quality code while collaborating with cross-functional teams to enhance our software offerings. This position is ideal for an engineer who is driven by client satisfaction and has a strong commitment to continuous learning and improvement. We use AI agents to speed up development safely and at same time help clients achieve the same.

Responsibilities

Design, build, deploy, and maintain quality code that is simple, well-structured, clear, and well-tested.
Use AI agents to speed up development and advise others how to use them safely, both clients and internally.
Break down and solve complex problems efficiently, utilizing research and collaboration as needed.
Communicate effectively across various mediums, with different audiences, and at appropriate times.
Implement and maintain multiple levels of automated testing (e.g., unit, integration, contract, end-to-end).
Mentor new and less-experienced team members, sharing knowledge and best practices.
Lead design and feature discussions, advocating for enhancements in software performance, scalability, reliability, and security.
Coordinate with cross-functional teams to ensure successful integration of software applications.
Troubleshoot and resolve production incidents promptly and effectively.
Understand customer needs and address issues with empathy and a sense of urgency.
Undertake any other reasonable activities required by management.

Required Skills

Excellent proficiency in Python
Experience with TypeScript or Javascript, and Rust would be a strong plus
Familiarity with C++ is a plus.
Experience in Financial domain is a plus.
Strong command of a typed, object-oriented programming language.
Deep knowledge of software methodologies, tools, and common architectural patterns.
Passion for working in a software-as-a-service environment.
Strong focus on client satisfaction and user experience.
Excellent teamwork and collaboration skills.
Ability to manage time effectively and deliver results within deadlines.
Commitment to continuous learning and professional development.
Exceptional analytical and problem-solving skills.
Proficient in Microsoft Office and other essential computer applications.
Attention to detail and strong documentation capabilities.
Outstanding verbal and written communication skills.
Strong organizational and interpersonal skills.

Education and Experience:

Degree in Computer Science or related field.
5+ years of software development experience using Python or any other OOP languages.

c9:Td83,

The Technical Data Analyst is responsible for maintaining investment data for clients. This role involves tasks such as analyzing and organizing raw data, building data systems and pipelines, conducting complex data analysis, and presenting information through data visualization techniques. Additionally, the analyst collaborates with clients and project management teams to grasp customer and company needs. It also requires the ability to merge data from various sources and present it in alignment with customer/company requirements, while also striving to improve data quality and reliability.

Responsibilities: 

Utilize your analytical expertise to decipher and organize raw data, transforming it into valuable insights.
Build efficient and robust data systems and pipelines, ensuring seamless data flow.
Dive into complex data sets, conducting thorough analysis and delivering insightful reports on outcomes.
Showcase your findings using cutting-edge data visualization techniques, making data come to life.
Harness the power of multiple data sources, combining raw information into comprehensive and actionable insights.
Continuously explore innovative methods to improve data quality and reliability, contributing to the highest standards.
Develop and implement analytical tools and programs that empower teams to make data-driven decisions.
Collaborate closely with system architects and product development teams, fostering an environment of innovation and excellence.
Engage directly with clients and project management teams, gaining a deep understanding of customer and company needs.
Play an integral role in creating, implementing, and maintaining investment data for Clearwater's esteemed clients.

Required Skills:  

Deep understanding of investment data.
Familiarity with cloud platforms and big data technologies (e.g., AWS, GCP, Azure).
Understanding of database design and data warehouse principles.
Knowledge of one or more programming languages (e.g. Java, Python, VBA).
Proficiency in data manipulation and data cleansing techniques.
Knowledge of data governance and best practices in data management.
Continuous improvement mindset for self and team.
Ability to work collaboratively in a cross-functional team environment.
Ability to work with large datasets and perform data mining tasks.
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 degree in data analytics, statistics, accounting, computer science, or related discipline.
7+ years of relevant experience in data analytics, reporting, and visualization.
Hands-on experience with SQL and NoSQL databases.
Experience with data integration and exchange, transfer, load processes.
Experience with data visualization tools such as Tableau, Power BI, or D3.js.

ca:Tf32,

Job Summary:

The Data Migration Specialists play a crucial role in enhancing our system's automation, speed, accuracy, and workflow. They employ tools such as Excel and SQL to collect and analyze data, resolving issues and discrepancies. This optimization greatly improves the efficiency of onboarding client data at Clearwater. Collaborating closely with our talented development teams, they devise creative strategies that not only simplify the process but also dramatically cut down delivery times. Our commitment lies in establishing processes that are not only replicable but also adaptable, enabling us to effortlessly accommodate our expanding client base.

Responsibilities:

Applies acquired skills, procedures, and decision-making best practices to resolve various issues.
Loads and validates client data into the Clearwater investment account system as the primary responsibility.
Demonstrates a working knowledge of Clearwater Way methodologies to implement and onboard clients, including aligning and supporting CW's Client Engagement Model.
Identifies opportunities for improvement and takes the lead in implementing solutions, both individually and within their role, for continuous service improvement.
Applies their understanding of the accounting equation, amortization, interest income, and other accounting concepts.
Utilizes their understanding of data intake, normalization, reconciliation, and reporting workflow, along with related concepts.
Applies their understanding of vanilla fixed income and equity investments, comprehending their purpose and functionality within CW.
Understands and applies Clearwater's core value proposition (aggregate, reconcile, report) in a market- and client-agnostic manner.
Coordinates complex activities effectively within a dynamic and agile environment.

Required skills:

They must possess a strong foundation in accounting knowledge.
Advanced Excel proficiency.
Experience with SQL or other relational databases.
Securities or financial markets knowledge, especially involving derivatives, alternatives, structured products, and/or fixed income.
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 and math expertise.

Education and Experience:

Bachelor’s and/or Master’s in finance or math, accounting, economics.
1+ years of relevant experience.

cb:T15cd,

Job Summary:

The Software Development Engineer role at Clearwater Analytics spans a spectrum of responsibilities with a focus on designing, implementing, and managing software systems. The role requires continuous learning and application of new technologies and trends. Engineers at entry-level work on coding, debugging, and learning new software technologies. With progression in this track, the responsibilities expand to include leading teams, designing complex software systems, providing mentorship, and managing cross-functional integration. The more senior roles are responsible for defining the company's technological vision, making strategic decisions, driving innovation, and setting new industry standards. Across all levels, a successful software development engineer will demonstrate strong problem-solving skills, clear communication, excellent coding abilities, a keen understanding of the software ecosystem, and a cooperative team player attitude.

Responsibilities:

Design, build, deploy, and maintain quality code that is simple, well-structured, clear, and well-tested.
Effectively break down and solve complex problems that require research or collaboration.
Communicate effectively, regardless of medium, audience, or timing.
Strong command of multiple levels of automated testing (e.g., unit, integration, contract, end-to-end, etc.).
Mentor new and less-experienced team members.

Initiate design and feature discussions, advocating for improvements in software performance, scalability, reliability, and security.
Coordinate with other teams to ensure the successful integration of software applications.
Troubleshoot and resolve production incidents quickly and effectively.
Understand, respond to, and address customer needs and issues with empathy and timeliness.
Any other reasonable activity required by management.

Required Skills:

Proficiency in a typed, object-oriented programming language.
Deep knowledge of software methodologies, tools, and typical architectural patterns.
Enthusiasm for software work in a software-as-a-service company.

Driven by client satisfaction.
Strong teamwork skills.
Ability to manage own time and deliver expected results on time.
Commitment to continuous learning and improvement.
Exceptional analytical skills.

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:

Degree in Computer Science or related field.
4+ years of software development experience.

Salary Range

$137,770.00 - $178,250.00

cc:T1037,

Job Summary:

Clearwater Analytics is building its Generative AI engineering team, and this role sits at the center of that effort. You will design, implement, and ship LLM-powered agent tools, MCP integrations, and retrieval-augmented generation (RAG) systems that are already in production use and you will do it using AI-assisted development tools, including Claude Code, as a core part of your daily workflow. This is not exploratory AI work , it is applied engineering on real systems serving institutional investors globally. Fluency with coding assistants is not a perk here; it is a job requirement.

Responsibilities

Build and maintain LLM agent pipelines, MCP integrations, and retrieval-augmented generation (RAG) systems using Python (FastAPI, LangChain) and TypeScript/React.
Use AI-assisted development tools, including Claude Code, as a primary part of your engineering workflow for code generation, debugging, and iteration.
Collaborate with team members to optimize and improve existing AI-powered software applications.
Participate actively in code reviews, giving and receiving clear, constructive feedback.
Perform root-cause analyses for software issues and identify effective solutions.
Translate loosely defined requirements into functioning, production-ready code.
Assist in the creation of user stories and estimation of work for project planning.
Suggest design improvements demonstrating a solid understanding of system architecture.
Ensure software applications are scalable, reliable, and secure.
Document software usage, implementation, architecture, design, and APIs.
Write broad unit and integration tests consistently.

Required Skills

Fluency with AI-assisted development tools, Claude Code specifically ,as a daily engineering practice, not an occasional experiment.
Hands-on experience building LLM agent tools, agentic workflows, MCP integrations, or retrieval-augmented generation (RAG) systems in a production environment.
Production proficiency in Python 3.11 (FastAPI, LangChain) and TypeScript/React , these are the core languages of this role. Java-only backgrounds are not a fit.
Solid fundamentals in data structures, algorithms, and object-oriented design.
Enthusiasm for building in a fast-moving, AI-native SaaS environment.
Strong teamwork and communication skills , written and verbal.
Ability to manage own time and deliver results on time.
Commitment to continuous learning and improvement.
Exceptional analytical and problem-solving abilities.
Strong attention to detail and documentation skills.

Education & Experience

Bachelor's degree in Computer Science or a related field.
2+ years of production software development experience
At least 1 year of hands-on experience with LLM, agentic, or AI/ML systems in a production or near-production environment.

What We Offer

Competitive base salary and Comprehensive health, dental, and vision benefits.
Flexible work arrangements, hybrid and remote options available.
Access to cutting-edge AI tools and infrastructure as part of your day-to-day work.
A collaborative, high-trust engineering culture that values craft, speed, and continuous learning.

Equal Opportunity Employer

Clearwater Analytics is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other characteristic protected by applicable law.

cd:T14ba,

Job Summary

The Applications team within Risk & Performance Engineering builds the flagship applications our clients rely on every day, such as Trade Blotter, Beacon Quote and Risk Workstation. Most are developed in Python on our in-house Glint SDK, with a growing number of React applications backed by Python services.

As a Senior Software Development Engineer, you will own projects from scoping through to delivery, working across the full stack and with teams across the business. We want a self-starter with high engineering standards and a real commitment to our clients. We use AI agents, including Claude Code, to accelerate development safely, and you will do the same while taking full ownership of the code you deliver.

Responsibilities

Own projects end to end, from scoping and sequencing through to execution, rollout and delivery.

Drive work forward with minimal oversight, coordinating with other teams to keep it on track.

Design, build, deploy and maintain simple, well-structured, thoroughly tested code in Python and React, including the Glint SDK.

Use AI agents such as Claude Code to speed up development, reviewing and taking ownership of all output to meet our quality standards.

Implement automated testing at multiple levels, including unit, integration and end-to-end.

Review code and mentor colleagues, sharing knowledge and best practice.

Lead design and feature discussions, championing performance, scalability, reliability and security.

Troubleshoot and resolve production incidents promptly.

Undertake any other reasonable activities required by management.

Required skills and experience

Excellent proficiency in Python.

Familiarity with React, TypeScript or JavaScript, and comfort working across the full stack.

Working knowledge of Claude Code and effective usage patterns, with the discipline to use AI agents safely, responsibly and only to produce code you fully understand and stand behind.

A proven self-starter with the initiative to scope, plan and deliver with minimal direction.

Deep knowledge of software methodologies and tools.

Strong analytical and problem-solving skills.

Excellent communication, teamwork and interpersonal skills.

Strong organization and time management, with a record of delivering to deadlines.

A strong focus on client satisfaction and user experience.

A commitment to continuous learning.

Proficiency in Microsoft Office and other essential applications.

Preferred skills and experience

Strong React and TypeScript experience, in preference to other front-end frameworks.

Experience with trading and risk management solutions, or the wider financial domain.

Understanding of architectural design patterns, such as MVC.

Familiarity with Playwright for end-to-end testing.

Familiarity working in VS Code.

Education and experience

Degree in Computer Science or a related field.

5+ years of professional software development experience, ideally in Python or React.

What We Offer

Business casual atmosphere in a flexible working environment

Team-focused culture that promotes innovation and ownership

Access cutting-edge investment reporting technology and expertise

Defined and undefined career pathways, allowing you to grow your way

Competitive medical, dental, vision, and life insurance benefits

Maternity and paternity leave

Personal Time Off and Volunteer Time Off to give back to the community
Work from anywhere 3 weeks out of the year
Work from home Fridays

Salary Range

$156,400.00 - $210,841.00

ce:T1241,

Job Summary:

Responsibilities:

Design, build, deploy, and maintain quality code that is simple, well-structured, clear, and well-tested.
Effectively break down and solve complex problems that require research or collaboration.
Communicate effectively, regardless of medium, audience, or timing.
Strong command of multiple levels of automated testing (e.g., unit, integration, contract, end-to-end, etc.).
Mentor new and less-experienced team members.

Initiate design and feature discussions, advocating for improvements in software performance, scalability, reliability, and security.
Coordinate with other teams to ensure the successful integration of software applications.
Troubleshoot and resolve production incidents quickly and effectively.
Understand, respond to, and address customer needs and issues with empathy and timeliness.
Any other reasonable activity required by management.

Required Skills:

Proficiency in a typed, object-oriented programming language.
Deep knowledge of software methodologies, tools, and typical architectural patterns.
Enthusiasm for software work in a software-as-a-service company.

Driven by client satisfaction.
Strong teamwork skills.
Ability to manage own time and deliver expected results on time.
Commitment to continuous learning and improvement.
Exceptional analytical skills.

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:

Degree in Computer Science or related field.
4+ years of software development experience.

cf:T1aa6,

Clearwater Analytics’ mission is to become the world’s most trusted and comprehensive technology platform for investment reporting, accounting, and analytics. With our team, you will partner with the most sophisticated and innovative institutional investors around the world. If you are infectiously passionate about what you do, intensely committed to clients, and driven by continuous innovation and improvement... We want you to apply!

A career in Software Development, will provide you with the opportunity to participate in all phases of the software development lifecycle, including design, implementation, testing and deployment of quality software. With the use of advanced technology, you and your team will work in an agile environment producing designs and code that our customers will use every day.

Responsibilities:

Developing quality software that is used by some of the world's largest technology firms, fixed income asset managers, and custodian banks
Participate in Agile meetings to contribute with development strategies and product roadmap
Owning critical processes that are highly available and scalable
Producing tremendous feature enhancements and reacting quickly to emerging technologies
Encouraging collaboration and stimulating creativity
Helping mentor entry-level developers
Contributing to design and architectural decisions
Providing leadership and expertise to our ever-growing workforce
Testing and validating in development and production code that they own, deploy, and monitor
Understanding, responding to, and addressing customer issues with empathy and in a timely manner
Independently can move a major feature or service through an entire lifecycle of design, development, deployment, and maintenance
Deep knowledge in multiple teams' domains; broad understanding of CW systems.
Creates documentation of system requirements and behavior across domains
Willingly takes on unowned and undesirable work that helps team velocity and quality
Is in touch with client needs and understands their usage
Consulted on quality, scaling and performance requirements before development on new features begins.
Understands, finds, and proposes solutions for systemic problems
Leads in the technical breakdown of deliverables and capabilities into features and stories.
Expert in unit testing techniques and design for testability, contributes to automated system testing requirements and design
Improves code quality and architecture to ensure testability and maintainability
Understands, designs, and tests for impact/performance on dependencies and adjacent components and services. Builds and maintains code in the context and awareness of the larger system
Helps less experienced engineers troubleshoot and solve problems
Active in mentoring and training of others inside and outside their division

Requirements:

Strong problem-solving skills
Experience with an object-oriented, or functional language
Bachelor’s degree in Computer Science or related field
Strong problem-solving skills
7+ years professional experience in industry-leading programming languages (Java/Python).
Background in SDLC & Agile practices.
Experience in monitoring production systems.
Experience with Machine Learning
Experience working with Cloud Platforms (AWS/Azure/GCP).
Experience working with messaging systems such as Cloud Pub/Sub, Kafka, or SQS/SNS.
Must be able to communicate (speak, read, comprehend, write in English).

Desired Experience or Skills:

Ability to build scalable backend services (Microservices, polyglot storage, messaging systems, data processing pipelines).
Possess strong analytical skills, with excellent problem-solving abilities in the face of ambiguity.
Excellent written and verbal skills. Ability to contribute to software design documentation, presentation, sequence diagrams and present complex technical designs in a concise manner.
Professional experience in building distributed software systems, specializing in big data and NoSQL database technologies (Hadoop, Spark, DynamoDB, HBase, Hive, Cassandra, Vertica).
Ability to work with relational and NoSQL databases
Strong problem-solving skills.
Strong organizational, interpersonal, and communication skills.
Detail oriented.
Motivated, team player.

What we Offer:

Business casual atmosphere in a flexible working environment
Team focused culture that promotes innovation and ownership
Access cutting edge investment reporting technology and expertise
Defined and undefined career pathways allowing you to grow your own way
Competitive medical, dental, vision, and life insurance benefits
Maternity and paternity leave
Personal Time Off and Volunteer Time Off to give back to the community
401(k) retirement plan with company match
Work from anywhere 3 weeks out of the year
Work from home Fridays

Salary Range

$129,200.00 - $174,173.00

d0:T13e2,

Job Description: Clearwater Analytics is seeking a dynamic and results-driven Enterprise Sales Leader to join our sales team. As an Enterprise Sales Leader, you will play a pivotal role in driving revenue growth by identifying, pursuing, and closing new business opportunities with enterprise-level clients.

Responsibilities:

Prospecting and Lead Generation: Identify and prioritize prospective enterprise clients through proactive outreach, networking, and leveraging existing relationships.
Sales Presentations: Conduct compelling presentations and demonstrations of Clearwater Analytics' solutions to key decision-makers and stakeholders within target organizations.
Solution Selling: Understand client needs, pain points, and objectives to tailor Clearwater's solutions effectively and position them as value-added propositions.
Deal Negotiation: Lead negotiation efforts to secure favorable terms and agreements, ensuring alignment with both client requirements and Clearwater's business objectives.
Pipeline Management: Manage and maintain a healthy sales pipeline, accurately forecasting sales opportunities and tracking progress through the sales cycle using CRM tools.
Collaboration: Work closely with internal teams including pre-sales, solution consulting, marketing, and client success to ensure a seamless transition from sales to implementation and ongoing support.
Market Intelligence: Stay abreast of industry trends, competitor offerings, and market dynamics to identify new opportunities and maintain a competitive edge.
Client Relationship Management: Cultivate strong, long-lasting relationships with clients, acting as a trusted advisor and partner throughout the sales process and beyond.

Qualifications:

Proven Track Record: Demonstrated success in enterprise sales, consistently meeting or exceeding revenue targets in a competitive SaaS/FinTech environment.
Industry Knowledge: Understanding of the investment management, asset servicing, insurance or financial technology (FinTech) industry.
Consultative Selling Skills: Ability to uncover client needs, articulate value propositions, and tailor solutions to address specific business challenges.
Negotiation Skills: Strong negotiation and deal-closing abilities, with experience navigating complex sales cycles and structuring win-win agreements.
Communication Skills: Excellent verbal and written communication skills, with the ability to engage and influence senior executives and key stakeholders.
Team Player: Collaborative mindset with a willingness to work cross-functionally and contribute to the success of the broader sales organization.
Adaptability: Ability to thrive in a fast-paced, dynamic environment, with the flexibility to adapt to evolving business priorities and market conditions.
Bachelor's Degree: Bachelor's degree in business, finance, marketing, or a related field preferred.

What we offer:

Business casual atmosphere in a flexible working environment
Team focused culture that promotes innovation and ownership
Access cutting edge investment reporting technology and expertise
401k with match
PTO and volunteer time off to give back to the community
Defined and undefined career pathways allowing you to grow your own way
Work from anywhere 3 weeks out of the year
Hybrid, flexible working schedules
Maternity and paternity leave

Salary Range

$144,000.00 - $204,000.00

d1:Tb6d,

Job Summary

As an LP Analyst, you will help make sure investor records for private funds are accurate. You will support the daily, monthly, and quarterly checks of limited partner (LP) activity, including capital calls, distributions, and capital account statements. You will work closely with the Reconciliation team, and you will have mentors to guide you as you learn.

What You Will Do

Compare LP capital account data from fund administrators and general partners against our internal records, and flag differences.
Support daily and monthly reconciliation of capital calls, distributions, and capital account balances.
Investigate differences in our reconciliation system. Ask mentors and experts for help when you need it.
Check LP data against third-party and fund administrator sources.
Track and report whether daily and monthly reconciliations were delivered on time.
Build working relationships with data providers, fund administrators, and internal teams.
Send clear questions and timely status updates to internal and external contacts.
Learn our internal tools and processes for LP and fund reconciliation.

What You Will Learn

How private equity, venture, and other limited partnership funds work, and how their data is reconciled.
How to solve LP and fund discrepancies using Clearwater’s resources and your team’s expertise.
How Clearwater’s mission (aggregate, reconcile, report) applies to LP and fund data.
Our reconciliation tools and reports, from routine tasks to more complex ones.
Completion of new hire certifications, then intermediate-level training.

How You Will Grow

Year one is about learning. You will have mentors and clear processes to follow.
You will handle simple and medium-difficulty questions on your own and get help on harder ones.
You will be expected to learn from mistakes and not repeat them.
You will manage your work against team productivity and quality goals.
You will mostly work with fund administrators and data providers.

What We’re Looking For

A bachelor’s degree (or graduating soon) in accounting, finance, or a related field.
Strong written and verbal communication skills.
Strong organization and teamwork skills.
Solid math and problem-solving skills, and attention to detail.
Strong computer skills, including Microsoft Excel (lookups, pivot tables, and filters are a plus).
Basic accounting or finance coursework. Knowledge of capital calls, distributions, or private equity is a plus but not required.
Curiosity, resilience, and a willingness to ask for help and learn from feedback.
Interest in building a long-term career at Clearwater.

d2:Tb6d,

Job Summary

What You Will Do

Compare LP capital account data from fund administrators and general partners against our internal records, and flag differences.
Support daily and monthly reconciliation of capital calls, distributions, and capital account balances.
Investigate differences in our reconciliation system. Ask mentors and experts for help when you need it.
Check LP data against third-party and fund administrator sources.
Track and report whether daily and monthly reconciliations were delivered on time.
Build working relationships with data providers, fund administrators, and internal teams.
Send clear questions and timely status updates to internal and external contacts.
Learn our internal tools and processes for LP and fund reconciliation.

What You Will Learn

How private equity, venture, and other limited partnership funds work, and how their data is reconciled.
How to solve LP and fund discrepancies using Clearwater’s resources and your team’s expertise.
How Clearwater’s mission (aggregate, reconcile, report) applies to LP and fund data.
Our reconciliation tools and reports, from routine tasks to more complex ones.
Completion of new hire certifications, then intermediate-level training.

How You Will Grow

Year one is about learning. You will have mentors and clear processes to follow.
You will handle simple and medium-difficulty questions on your own and get help on harder ones.
You will be expected to learn from mistakes and not repeat them.
You will manage your work against team productivity and quality goals.
You will mostly work with fund administrators and data providers.

What We’re Looking For

A bachelor’s degree (or graduating soon) in accounting, finance, or a related field.
Strong written and verbal communication skills.
Strong organization and teamwork skills.
Solid math and problem-solving skills, and attention to detail.
Strong computer skills, including Microsoft Excel (lookups, pivot tables, and filters are a plus).
Basic accounting or finance coursework. Knowledge of capital calls, distributions, or private equity is a plus but not required.
Curiosity, resilience, and a willingness to ask for help and learn from feedback.
Interest in building a long-term career at Clearwater.

d3:Tb6d,

Job Summary

What You Will Do

Compare LP capital account data from fund administrators and general partners against our internal records, and flag differences.
Support daily and monthly reconciliation of capital calls, distributions, and capital account balances.
Investigate differences in our reconciliation system. Ask mentors and experts for help when you need it.
Check LP data against third-party and fund administrator sources.
Track and report whether daily and monthly reconciliations were delivered on time.
Build working relationships with data providers, fund administrators, and internal teams.
Send clear questions and timely status updates to internal and external contacts.
Learn our internal tools and processes for LP and fund reconciliation.

What You Will Learn

How private equity, venture, and other limited partnership funds work, and how their data is reconciled.
How to solve LP and fund discrepancies using Clearwater’s resources and your team’s expertise.
How Clearwater’s mission (aggregate, reconcile, report) applies to LP and fund data.
Our reconciliation tools and reports, from routine tasks to more complex ones.
Completion of new hire certifications, then intermediate-level training.

How You Will Grow

Year one is about learning. You will have mentors and clear processes to follow.
You will handle simple and medium-difficulty questions on your own and get help on harder ones.
You will be expected to learn from mistakes and not repeat them.
You will manage your work against team productivity and quality goals.
You will mostly work with fund administrators and data providers.

What We’re Looking For

A bachelor’s degree (or graduating soon) in accounting, finance, or a related field.
Strong written and verbal communication skills.
Strong organization and teamwork skills.
Solid math and problem-solving skills, and attention to detail.
Strong computer skills, including Microsoft Excel (lookups, pivot tables, and filters are a plus).
Basic accounting or finance coursework. Knowledge of capital calls, distributions, or private equity is a plus but not required.
Curiosity, resilience, and a willingness to ask for help and learn from feedback.
Interest in building a long-term career at Clearwater.

d4:Td1c,

We are seeking a motivated Senior Analyst to join our Revenue Operations data and reporting team. This position is well suited to an individual who wishes to enhance a career in revenue operations, sales analytics, and go-to-market (GTM) systems. The successful candidate will support the Revenue Operations center of excellence by maintaining data integrity, preparing reports, and enabling the sales organization to operate with discipline and clarity. The candidate will be helping the Revenue Operations leadership in running smooth operations of the Sales Data team.

This role is well suited to an experienced professional who is detail-oriented, intellectually curious about data, and eager to develop proficiency in the sales technology stack within a fast-growing, global SaaS/fintech environment.

Key Responsibilities

Data Hygiene: Assist in maintaining data quality and accuracy within Salesforce by identifying inconsistencies and supporting data-cleansing initiatives across accounts, opportunities, and territories.
Secondary Research: Assist in building and maintaining account- and contact-level data within Salesforce.
Sales Process Support: Support the day-to-day execution of sales process discipline, including the tracking of pipeline stages, funnel movement, and basic forecasting inputs.
Ad Hoc Analysis: Extract and organize data sets to address inquiries from the Revenue Operations Leader or sales leadership, translating raw data into clear and concise summaries.
Process Documentation: Assist in documenting workflows, definitions, and reporting logic to ensure the team's processes remain consistent and readily transferable or scalable.
Cross-Team Collaboration: Collaborate closely with Data Analysts and Sales Tool Analysts to learn best practices in territory routing and CRM administration.

Qualifications

Master’s degree in business, Economics, or a related field
4-5 years of experience in data, secondary research, or reporting role
Proficient in Microsoft Excel, including formulas and pivot tables
Basic familiarity with CRM systems. Knowledge and proficiency in Salesforce is strongly preferred.
Strong attention to detail and a willingness to verify work thoroughly prior to submission.
Intellectual curiosity regarding data, together with an interest in the evolving role of artificial intelligence in Revenue Operations.
Strong written and verbal communication skills, with the ability to convey data findings clearly and accessibly.
Highly organized and dependable, with the ability to manage multiple small projects concurrently.

What You Will Gain

Direct mentorship from a Revenue Operations Leader, together with exposure to senior sales leadership.
Hands-on training in Salesforce administration and sales reporting.
Experience with the modern sales technology stack, including Clari, Gong, Highspot, and AI-driven reporting platforms.
A defined pathway for professional growth into a broader Revenue Operations role as experience is gained.
Exposure to how a global, high-growth SaaS company runs its sales operations end-to-end.

d5:T16c6,

As an HR Business Partner for the Sales and Marketing organization, you will play a crucial role in aligning HR programs and outcomes with business goals/objectives. You will help drive initiatives aimed at improving organizational effectiveness, talent acquisition, employee engagement, workforce productivity, and change management. You will report to the Global HRBP leader for Sales and Marketing and work closely with them to be the strategic HR advisor to the business.

Key Responsibilities:

Organizational Effectiveness:

Analyze market trends and Sales and Marketing benchmarks in alignment with business goals to identify opportunities for improvement.

Support key initiatives aimed at driving organizational performance and improving organizational effectiveness and design – including defining priorities/initiatives that address hiring, attrition and productivity.

Workforce Management:

Manage workforce plans for Sales and Marketing, including hires, employee mobility, and headcount budgets.

Support key initiatives aimed at improving workforce mix, hiring strategies/effectiveness, and workforce productivity.

Training and Development:

Assess the effectiveness of existing training programs and working with our L&D team and the business to identify additional areas of focus.

Support leadership and top talent engagement activities for mid-level leaders in Sales and Marketing

Employee Engagement & Culture:

Analyze metrics related to employee engagement and employee satisfaction survey results with managers to identify/prioritize areas to improve scores and determine supporting initiatives.

Support the implementation of employee engagement initiatives working with the broader HR team and the business.

Collaboration & Communication:

Build strong relationships with employees and management to understand their needs and challenges.

Communicate findings and recommendations clearly to stakeholders, ensuring the findings are data-driven, and the recommendations are actionable.

Collaborate with cross-functional teams in HR to support organizational initiatives.

Prepare reports and presentations in support of org initiatives and HR programs for a Sales and Marketing audience

HR Programs & Operations:

Lead or participate in HR programs like Mid-Year or Year End Performance Management, Employee Satisfaction Survey etc.

Run business-wide programs, like intern hiring, townhalls/ AMA sessions (in coordination with admins and key leaders)

Be first level of contact for managers & employees who may reach out and resolve directly or redirect to appropriate team as appropriate.

Do exit interviews for key resignations and run other attrition-related programs to recommend division or company-wide actions to address.

Qualifications:

7+ years of relevant professional experience, as a Senior Generalist with a proven body of work desiring to upgrade to a strategic HR support, or from a similar HRBP role or from people consulting (i.e., Organization or People practice areas)

Experience working with financial services or technology companies and/or Sales and Marketing organizations is preferred

Experience working with high growth companies or companies going through transformative change is preferred

Willingness to engage directly with employees and managers in person to solve problems and be able to work smoothly across organizational boundaries by taking ownership of complex issues.

A curiosity to expand their HR knowledge and stay current with developments in the strategic HR field

Experience working on projects to drive specific outcomes – can either be in a lead or support role

Strong analytical skills with advanced Excel knowledge (formulas, pivot tables) and the ability to turn findings into compelling PowerPoint presentations and reports

Salary Range

$102,000.00 - $144,000.00

d6:Tba8,

Looking for candidates graduating in 2026

Job Summary

What You Will Do

Compare LP capital account data from fund administrators and general partners against our internal records, and flag differences.
Support daily and monthly reconciliation of capital calls, distributions, and capital account balances.
Investigate differences in our reconciliation system. Ask mentors and experts for help when you need it.
Check LP data against third-party and fund administrator sources.
Track and report whether daily and monthly reconciliations were delivered on time.
Build working relationships with data providers, fund administrators, and internal teams.
Send clear questions and timely status updates to internal and external contacts.
Learn our internal tools and processes for LP and fund reconciliation.

What You Will Learn

How private equity, venture, and other limited partnership funds work, and how their data is reconciled.
How to solve LP and fund discrepancies using Clearwater’s resources and your team’s expertise.
How Clearwater’s mission (aggregate, reconcile, report) applies to LP and fund data.
Our reconciliation tools and reports, from routine tasks to more complex ones.
Completion of new hire certifications, then intermediate-level training.

How You Will Grow

Year one is about learning. You will have mentors and clear processes to follow.
You will handle simple and medium-difficulty questions on your own and get help on harder ones.
You will be expected to learn from mistakes and not repeat them.
You will manage your work against team productivity and quality goals.
You will mostly work with fund administrators and data providers.

What We’re Looking For

A bachelor’s degree (or graduating soon) in accounting, finance, or a related field.
Strong written and verbal communication skills.
Strong organization and teamwork skills.
Solid math and problem-solving skills, and attention to detail.
Strong computer skills, including Microsoft Excel (lookups, pivot tables, and filters are a plus).
Basic accounting or finance coursework. Knowledge of capital calls, distributions, or private equity is a plus but not required.
Curiosity, resilience, and a willingness to ask for help and learn from feedback.
Interest in building a long-term career at Clearwater.

d7:T2c98,

We are seeking an experienced and results-driven Senior Accounting Product Manager to lead our alternative investments accounting product portfolio. In this role, you will own the backlog, development, testing, enhancement, and implementation of capabilities that support different types of private funds incl. private equity, private credit, real estate, infrastructure, fund-of-funds, and other illiquid/alternative assets. You will work closely with cross-functional teams including technology, operations, implementations, sales, and compliance to ensure our offerings meet the complex and evolving needs of asset owners and asset managers and remain competitive in the marketplace.

Key Responsibilities:

Product Strategy & Development

Define and execute the product roadmap for alternative investment accounting products, aligning with company goals, client needs, and the broader investment accounting platform.

Translate the nuances of alternative assets (e.g., capital calls and distributions, unfunded commitments, NAV and economic NAV, waterfalls, fee structures, secondary transactions) into clear product requirements and prioritized backlog.

Conduct market research and competitive analysis focused on alternatives to identify trends, client use cases, and emerging regulatory or reporting demands.

Collaborate with stakeholders to gather requirements, articulate product vision, and prioritize features for development.

Alternatives Domain Leadership

Serve as an internal subject-matter expert on alternatives accounting, including fund structures, capital account activity, performance metrics, and multi-basis/multi-GAAP reporting.

Partner with accounting, valuation, and data teams to ensure accurate treatment of alternative assets across GAAP/IFRS/statutory and client-specific policies.

Champion end-to-end workflows for alternatives (e.g., ingestion of capital account statements and notices, commitment tracking, NAV and book value alignment, fee and carry calculations, look-through and exposure reporting).

Cross-functional Collaboration

Work closely with product, engineering, data, operations, and client services teams to ensure successful delivery of features and enhancements for alternative assets.

Collaborate with implementation and operations teams to design scalable onboarding and workflows for alternatives, including integrations with third-party administrators, GPs, and document/data providers.

Act as the primary liaison between product development and external stakeholders including key clients, partners, and, where appropriate, regulators—on matters related to alternative investment accounting.

Client & Market Engagement

Engage regularly with clients and prospects to understand their alternatives accounting, reporting, and operational needs and to validate product direction.

Translate client feedback, production issues, and implementation learnings into actionable product improvements and prioritized backlog items.

Deliver product demonstrations, presentations, and training sessions to internal teams and clients to drive adoption and effective usage of alternatives capabilities.

Testing & Quality Assurance

Define and oversee the testing strategy for new features and enhancements, with particular attention to complex alternatives use cases (e.g., capital account roll forwards, NAV/book value alignment, custom waterfalls, multiple bases).

Collaborate with development teams to define acceptance criteria, test cases, and regression plans; facilitate user acceptance testing (UAT) with stakeholders and key clients.

Ensure that delivered functionality meets high standards for accuracy, performance, and reliability across large, complex alternatives portfolios.

Performance Monitoring & Reporting

Analyze product usage, client outcomes, and operational metrics to assess the success of alternatives capabilities and identify areas for improvement or expansion.

Use data and client insights to iterate on the roadmap, deprecate low-value features, and invest in high-impact alternatives workflows.

Prepare reports and presentations for senior management that summarize product status, key wins, risks, and market insights specific to the alternatives business.

Regulatory Compliance & Risk

Stay informed about accounting, regulatory, and industry developments impacting alternative investments (e.g., fund reporting standards, insurance and asset owner regulations, valuation and disclosure guidance).

Ensure that product design and implementation enable clients to meet relevant accounting, reporting, and control requirements.

Partner with compliance, legal, and risk stakeholders as needed to assess the impact of new features and to support audit and control needs.

Qualifications:

8+ years of experience in investment accounting or product management, with a strong focus on alternative investments (e.g., private equity, private credit, real estate, infrastructure, or fund-of-funds).

Deep understanding of investment accounting principles and financial instruments relevant to alternatives, including capital account activity, NAV and book value, fee and carry structures, and performance measurement.

Familiarity with relevant accounting and reporting frameworks (e.g., US GAAP, IFRS, and/or statutory/regulatory requirements) as they apply to alternative assets.

Proven track record of successfully managing product development cycles from concept to launch in a financial or fintech environment.

Demonstrated ability to translate complex accounting and operational requirements into clear, actionable product specifications and prioritized backlogs.

Excellent analytical, problem-solving, and decision-making skills, with comfort working with large, detailed datasets and complex cash flow/valuation scenarios.

Strong communication and interpersonal skills, with the ability to collaborate effectively across technology, operations, sales, and client-facing teams and to communicate clearly with senior stakeholders and clients.

Proficiency with modern product and project management tools and methodologies (e.g., agile, Jira, Aha, backlog management, discovery and validation practices).

Preferred Qualifications:

Professional designation such as CPA, CFA, or CAIA, or equivalent experience in alternatives accounting or investments.

Prior experience working for or with asset owners, asset managers, fund administrators, or service providers focused on alternative investments.

Experience with enterprise investment accounting or portfolio management systems supporting alternative assets.

Salary Range

$179,400.00 - $243,136.45

d8:T14f2,

Clearwater is looking for a Senior Product Manager to help define and drive our strategy for global insurance regulatory reporting. This is a senior, high-impact role for someone who sits at the intersection of insurance regulation, capital adequacy, and fintech - combining deep domain expertise with strong product craft to build category-defining software.

You'll own the product strategy and roadmap for a key part of our insurance regulatory reporting suite, spanning frameworks including Solvency II, NAIC RBC, AM Best BCAR, IFRS 17, and NAIC statutory reporting. You'll work closely with insurers, regulators, and internal teams to reduce reporting complexity and keep clients ahead of a fast-moving regulatory landscape - with a particular focus on the EMEA market.

You'll identify market opportunities, own your roadmap end to end, and support go-to-market efforts across the US, EMEA, and APAC.

Please note this role requires fluency in German and English.

What you'll do

Strategy & Roadmap

Define and execute the strategic roadmap for your product area, grounded in market research and aligned to client needs and business goals

Think 2–3 years ahead on the evolution of global capital and regulatory frameworks, positioning Clearwater to lead rather than react

Identify high-ROI opportunities to bring AI into regulatory reporting workflows — automation, exception management, predictive analytics

Prioritise your roadmap and backlog based on business value, regulatory urgency, and strategic impact

Regulatory Expertise

Act as a go-to expert on global insurance capital adequacy and regulatory reporting — including Solvency II (Pillar 1–3), NAIC RBC, AM Best BCAR, IFRS 17/9, LDTI, NAIC SAP, BSCR, SST, APRA, and Lloyd's reporting

Track emerging regulation (IAIS ICS, IFRS 17 developments, state-level US changes) and translate impact into roadmap decisions

Build relationships with regulators, industry bodies (NAIC, EIOPA, IAIS), and key insurance clients

Delivery & Collaboration

Own product development from concept through launch and optimisation, working closely with engineering, design, and QA

Partner with clients, prospects, and SMEs to define and validate requirements for new frameworks and enhancements

Work with Marketing to shape messaging, demos, sales collateral, and thought leadership

Enable Sales, Client Services, and Operations on new capabilities and competitive positioning

Track KPIs on adoption, usage, and regulatory coverage

Collaborate with peer Product Managers across markets, sharing insight on roadmap priorities and regulatory developments

What We're Looking For:

Bachelor’s degree in Finance, Actuarial Science, Accounting, Business, or a related field; MBA, advanced degree, or professional designation (CPA, CFA, ACII, FCAS, FSA, or equivalent actuarial qualification) preferred.

7+ years of experience in insurance, financial services, or financial technology, with significant exposure to insurance regulatory reporting and capital adequacy frameworks.

Deep expertise in at least three of the following global capital and regulatory frameworks: Solvency II (Pillar 1–3, QRTs, ORSA), NAIC Risk-Based Capital (RBC – life, health, P&C), AM Best BCAR and rating factor analysis, IFRS 17 / IFRS 9, NAIC Statutory Accounting Principles (SAP), LDTI / ASC 944, BSCR, Swiss Solvency Test (SST), APRA insurance capital standards, or Lloyd’s reporting requirements.

Familiarity with IAIS Insurance Capital Standard (ICS) and global convergence trends in insurance supervision is a strong plus.

Product management experience preferred, ideally within a SaaS or fintech environment; demonstrated ability to build and scale financial technology products.

Strong commercial acumen with prior experience creating or growing product business lines from inception is a major plus.

Excellent communication and presentation skills; ability to translate complex regulatory requirements into clear product requirements and compelling client-facing narratives.

Familiarity with agile or other product delivery methodologies.

Considerable empathy and curiosity with a relentless focus on the customer.

Willingness to travel approximately 20–25% of the time to engage with clients, regulators, and industry events globally.
Fluency in German and English.

Location: London, UK or Frankfurt, Germany

d9:T12b4,

The Staff Software Development Engineer role within Clearwater’s Agentic Client Interactions & Orchestration (ACIO) is a senior technical leadership position focused on architecting, designing, and delivering large-scale distributed systems that power critical financial reporting and analytics. This role requires deep expertise in scalable system design, agentic architecture, cloud-native platforms, and high-performance data processing.

You will play a key role in shaping the technical direction, ensuring architectural excellence, and enabling teams to build robust, maintainable systems that support Clearwater’s commitment to industry-leading financial reporting solutions. Senior engineers at this level are expected to think strategically, lead through influence, and drive innovations that scale across products and teams.

Responsibilities:

Architecture & Design Leadership

Own the end-to-end architecture of Clearwater ACIO systems, ensuring scalability, reliability, and performance in large-scale financial data processing.
Define, document, and communicate architectural standards, patterns, and best practices for distributed systems.
Evaluate and implement design patterns for fault tolerance, high availability, and horizontal scalability.
Collaborate with product managers, data architects, and engineering teams to translate business requirements into system-level designs and technical roadmaps.
Conduct architectural reviews and provide engineering guidance to ensure alignment with strategic technology vision.

Technical Strategy & Delivery

Lead the technical strategy, operational excellence, and professional delivery across multiple domains in Clearwater.
Drive improvements in system observability, maintainability, and deployment automation.
Ensure designs and implementations meet security, compliance, and performance benchmarks.
Oversee execution of multi-team, multi-service projects, ensuring timely and high-quality delivery at scale.

Mentorship & Collaboration

Mentor senior and mid-level engineers in architecture thinking, technical design, and distributed systems development.
Build strong relationships with teams across divisions to facilitate cross-system integration and shared technology improvements.

Innovation & Continuous Improvement

Stay abreast of industry trends, emerging architectures, and cloud technologies.
Identify opportunities for re-architecting or optimizing existing systems to improve throughput, latency, and cost-efficiency.
Foster a culture of innovation, scalability, and engineering excellence across FO Reporting and broader Clearwater teams.

Required Skills & Qualifications:

Proven architecture and design expertise in large-scale distributed systems, preferably in financial or analytics platforms.
Exceptional leadership skills and ability to lead through influence as a technical architect or senior tech lead.
Strong knowledge of microservices architecture, event-driven systems, and data streaming platforms (Kafka, AWS Kinesis, etc.).
Hands-on experience with public cloud providers (AWS, Azure, GCP), including scaling, cost optimization, and multi-region deployments.
Proficiency in one or more modern languages (Java, Python, Go, or similar) with deep understanding of concurrency, memory management, and performance tuning.
Strong understanding of distributed data storage, database scaling, and query optimization techniques.
Worked on agentic conversational UX design and architecture.
Developed and deployed systems with complex SLAs in production environments serving high-volume traffic/data.
Excellent communication skills with ability to clearly convey architectural decisions and trade-offs to both technical and non-technical stakeholders.
Commitment to continuous technical learning, improvement, and community knowledge sharing.

Education & Experience:

Bachelor’s or Master’s degree in Computer Science, Software Engineering, or related technical discipline.
10+ years of professional software development experience; 5+ years acting in an architecture or principal engineering capacity.
Track record of designing and implementing enterprise-grade distributed systems and owning them through full lifecycle (design → build → deploy → maintain).

da:T1241,

Job Summary:

Responsibilities:

Design, build, deploy, and maintain quality code that is simple, well-structured, clear, and well-tested.
Effectively break down and solve complex problems that require research or collaboration.
Communicate effectively, regardless of medium, audience, or timing.
Strong command of multiple levels of automated testing (e.g., unit, integration, contract, end-to-end, etc.).
Mentor new and less-experienced team members.

Initiate design and feature discussions, advocating for improvements in software performance, scalability, reliability, and security.
Coordinate with other teams to ensure the successful integration of software applications.
Troubleshoot and resolve production incidents quickly and effectively.
Understand, respond to, and address customer needs and issues with empathy and timeliness.
Any other reasonable activity required by management.

Required Skills:

Proficiency in a typed, object-oriented programming language.
Deep knowledge of software methodologies, tools, and typical architectural patterns.
Enthusiasm for software work in a software-as-a-service company.

Driven by client satisfaction.
Strong teamwork skills.
Ability to manage own time and deliver expected results on time.
Commitment to continuous learning and improvement.
Exceptional analytical skills.

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:

Degree in Computer Science or related field.
4+ years of software development experience.

db:Taa6,

Job Title: Software Development Engineer

Location: Mumbai

About Us: At Clearwater Analytics, we are on a mission to become the world's most trusted and comprehensive technology platform for investment management, reporting, accounting, and analytics. We partner with sophisticated institutional investors worldwide and are seeking a Software Development Engineer who shares our passion for innovation and client commitment.

Role Overview: We are seeking a skilled Software Development Engineer with strong coding and design skills, as well as hands-on experience in cloud technologies and distributed architecture. This role focuses on delivering high-quality software solutions within the FinTech sector, particularly in the Front Office, OEMS, PMS, and Asset Management domains.

Key Responsibilities:

Design and develop scalable, high-performance software solutions in a distributed architecture environment.

Collaborate with cross-functional teams to ensure engineering strategies align with business objectives and client needs.

Implement real-time and asynchronous systems with a focus on event-driven architecture.

Ensure operational excellence by adhering to best practices in software development and engineering.

Present technical concepts and project updates clearly to stakeholders, fostering effective communication.

Requirements:

2+ Years of hands-on experience in software development, ideally within the FinTech sector.

Strong coding and design skills, with a solid understanding of software development principles.

Deep expertise in cloud platforms (AWS/GCP/Azure) and distributed architecture.

Experience with real-time systems, event-driven architecture, and engineering excellence in a large-scale environment.

Proficiency in Java and familiarity with messaging systems (JMS/Kafka/MQ).

Excellent verbal and written communication skills.

Desired Qualifications:

Experience in the FinTech sector, particularly in Front Office, OEMS, PMS, and Asset Management at scale.

Bonus: Experience with BigTech, Groovy, Bash, Python, and knowledge of GenAI/AI technologies.

Why Join Us? This is an incredible opportunity to be part of a dynamic engineering team that is shaping the future of investment management technology. If you're ready to make a significant impact and advance your career, apply now!

dc:Tbd5,

Job Description

We are looking to hire a GTM Marketing Manager/Associate Director to design and lead Clearwater’s APAC Marketing strategy and execution for the Insurance investment management ecosystem vertical in region . You will have a proven track record in building up and establishing a brand including PR, Digital Channels, Content for Insurance led Events with a strong focus on growth of this segment aligned to business KPIs and revenue targets. We are an exciting company recently acquired by a PE led consortium for USD 8,4B and we have ambitious plans to disrupt the investment management market infrastructure ecosystem.

Responsibilities:

Working closely with the Global Head of Insurance the incumbent will build and deploy a comprehensive GTM marketing strategy aligned to targets, to grow the Clearwater brand through demand & lead generation, content, events and communications.

Analyze brand positioning and consumer insights and translate brand elements into plans and go-to-market strategies.

Create and implement effective sales and marketing tools, including management and development of sales collateral, presentations, client success stories and other sales tools to enhance sales team efforts.

Support channel growth with partner/channel marketing programs.

Collaborate with Sales, Marketing peers across the globe, Internal agency stakeholders, and Product Marketing to plan and execute new product launches.

Effectively and concisely present ideas to executives, employees and stakeholders.

Requirements:

7+ years related marketing and leadership experience in a high growth, action orientated environment.

Expertise in investment insurance management concepts and /or financial markets, B2B, FinTech business.

Experience marketing SaaS solutions

Proven ability to develop brand and marketing strategies.

Experience using multi-channel approach to identify, capture and nurture marketing qualified leads through the sales funnel from pre-pipeline all the way through booking.

Strong understanding of digital marketing KPIs, metrics, analytics and reporting methods.

Thorough understanding of and experience utilizing marketing automation tools and other technology to support the requirements of the demand generation plan.

Proven track record of coordinating successful PR campaigns.

Excellent strategic thinking and analytical skills with excellent stakeholder management skills

Bachelor’s degree in business administration, marketing, communication or relevant field.

dd:T3066,

The Team / Who We Are

We build and operate the infrastructure backbone that powers one of the financial services industry's most demanding SaaS platforms. Our Platform Infrastructure Engineering team manages both the network engineering and systems engineering functions, sitting at the critical intersection of carrier-class networking, data center operations, cloud integration, and financial technology — ensuring that mission-critical investment accounting, portfolio analytics, and data connectivity services run with carrier-grade reliability, 24/7, for over a thousand of the largest hedge funds, asset managers, family offices, insurers and corporations.

This is a hands-on manager role where you lead through technical depth and strong network engineering expertise. You'll drive infrastructure strategy, mentor your teams, and spend significant time on the network engineering challenges that define our platform's reliability. Your domain expertise in network architecture, routing protocols, and data center operations is as critical as your leadership capabilities.

What We Need

We're looking for an experienced engineering leader who brings strong hands-on network engineering expertise to manage both Network Engineering and Systems Engineering squads. You'll be the strategic lead for our entire infrastructure platform—from edge routing and firewalls through data center LAN design, all the way up through Linux systems, virtualization, container orchestration, and cloud integration.

This is not a purely people-management role. You'll stay deeply involved in architecture decisions, technology evaluations, and hands-on problem-solving—especially in network engineering. You need to be credible technically with your teams, capable of diving into BGP routing issues, MPLS configurations, data center network design, and cross-vendor integrations with the same rigor you apply to team leadership and hiring.

You'll work with our software engineering, security, DevOps, data operations, and client connectivity teams to architect and operate a hybrid on-premises/public-cloud environment where network reliability is non-negotiable. You'll be both a technical escalation point for complex infrastructure issues and an organizational leader setting direction and mentoring high-performing teams.

Primary Responsibilities

In this role, you'll own and contribute to the following:

Lead, mentor, and scale both the Network Engineering and Systems Engineering squads; set technical direction, hire high performers, and create a culture of operational excellence and continuous improvement.

Own network infrastructure strategy: design and implement scalable data center LAN architectures on Cisco, edge routing on Arista, and edge security on Palo Alto; drive BGP routing strategy for external connectivity with clients, vendors, and partners.

Drive MPLS strategy, implementation, and optimization across our hybrid on-premises/public-cloud environment; ensure MPLS-based traffic engineering and failover mechanisms meet carrier-grade reliability standards.

Lead data center network operations: manage LAN/WAN/MAN networks, oversee connectivity provisioning, handle infrastructure technology reviews and purchasing decisions.

Own full-stack systems engineering: Linux systems administration, hypervisor/VM operations, Kubernetes cluster strategy and operations, CI/CD pipeline architecture, and infrastructure-as-code frameworks.

Drive observability and reliability: design monitoring, alerting, and log aggregation strategies; establish SLIs, SLOs, and SLAs aligned with financial platform requirements.

Architect and operate the platform's hybrid cloud footprint: manage on-premises infrastructure, AWS integration, co-location facilities, and ensure seamless connectivity and failover across environments.

Champion infrastructure automation and tooling: drive adoption of Ansible, Terraform, or equivalent IaC frameworks; evangelize configuration management and infrastructure versioning practices.

Support financial data connectivity: ensure robust integration patterns for market data feeds, custodian integrations, FIX/SWIFT/SFTP protocols, and third-party data vendor connectivity.

Partner with Security and Compliance to ensure infrastructure adherence to SOC 2 Type II, ISO 27001, and applicable financial industry regulatory requirements.

Evaluate emerging technologies and vendor solutions; make architectural recommendations grounded in operational maturity, business impact, and team capability.

Lead incident response for platform-level outages; drive root cause analysis and permanent resolution of systemic reliability issues.

You Are a Great Fit If

You're a hands-on technical leader with deep expertise in network engineering. You can design a data center network, explain BGP configuration trade-offs with conviction, and dive into a production incident without needing context from your team. You take ownership, ship complex projects, and document what you learn so others benefit. You're comfortable leading through technical depth and building organizations of strong engineers who respect your capability.

You've operated infrastructure at scale—dealing with the unique constraints of regulated environments where uptime commitments, audit trails, and data integrity requirements matter as much as technical elegance. You find that context interesting, not frustrating. You care about the craft: clean automation, thoughtful architecture, solid documentation. You understand that in financial services, the details really do matter, and you lead your teams with that same attention to detail.

You move fast, make good decisions with incomplete information, and thrive in a collaborative environment. You read a post-mortem, implement the fix, and then write the runbook. You mentor engineers both on technical depth and professional growth.

Job Qualifications

To be successful in this role, you should bring the following:

Required

10+ years of hands-on experience in network engineering, systems administration, infrastructure operations, or DevOps—with at least 5 years in a senior/lead technical role managing infrastructure at enterprise scale.

3+ years of people management experience, with demonstrated success building and scaling engineering teams.

2+ years in a financial services or FinTech environment; experience with regulated infrastructure is a meaningful advantage.

Deep, hands-on network engineering expertise: strong command of BGP, MPLS, OSPF, and other dynamic routing protocols; proven ability to design and operate data center LAN/WAN networks at scale.

Production-grade hands-on experience with Cisco data center LAN switching, Arista edge routing, and Palo Alto firewalls; deep familiarity with CLI conventions and vendor-specific configurations.

Strong expertise in MPLS design, implementation, and troubleshooting; experience with MPLS-based traffic engineering, Fast Reroute (FRR), or segment routing is expected.

Experience with layer 2 technologies (VPLS, multicast, spanning-tree, VXLAN, dark fiber terminations); understanding of next-generation data center network architectures.

Hands-on Linux systems administration with RHEL and Debian-based distributions; strong command-line proficiency and systems-level diagnostic ability.

Production-grade experience with Kubernetes cluster operations, workload scheduling, resource governance, and service mesh configuration.

Proven infrastructure automation experience: Ansible, Terraform, Salt, or equivalent IaC tooling—not just scripting, but designing automation frameworks.

CI/CD platform expertise: GitLab CI, Jenkins, GitHub Actions, Spinnaker, or equivalent; solid understanding of software delivery pipeline design.

Hands-on observability stack experience: Prometheus, Grafana, Elastic Stack (ELK/EFK), CheckMk, or equivalent enterprise monitoring and log aggregation tooling.

Strong networking fundamentals: TCP/IP, DNS, TLS/PKI, load balancing, VPN, security architectures—especially as applied to host-based and data center environments.

Experience working with Tier 1/Tier 2 global ISPs and configuring BGP routing with external partners and clients.

Familiarity with financial data connectivity: FIX protocol, SWIFT messaging, SFTP/FTPS file transfer workflows, market data feed management, and custodian integration patterns.

Experience with SOC 2, PCI-DSS, or equivalent compliance frameworks; understanding of audit evidence, access control, and change management.

Solid scripting and automation skills in Python, Bash, Perl, or equivalent; comfort with API-driven infrastructure management.

Strong communication skills: ability to explain complex technical trade-offs to non-technical stakeholders, lead technical discussions, write clear documentation.

Preferred

Experience with hybrid and public cloud platforms (AWS EC2/EKS/RDS/S3); cost governance and FinOps awareness.

Familiarity with server virtualization platforms (ProxMox, VMware vSphere, or equivalent).

Hands-on experience with extranet providers and services (TNS, MegaPort, ECX).

Working knowledge of relational database systems (MySQL, PostgreSQL) and time-series data stores in financial contexts.

Java application understanding: JVM internals, tuning, GC analysis (given financial platform prevalence of Java services).

Exposure to financial regulatory environments: SEC, FINRA, MiFID II, or similar.

Experience with secrets management and certificate lifecycle tooling (HashiCorp Vault, CyberArk, Let's Encrypt).

Leadership certifications or training (Certified Scrum Product Owner, leadership coaching, etc.).

Industry certifications: CCNP, CCIE (highly desired), JNCIP-*, JNCIE-*, RHCA, CKA/CKAD, or equivalent.

Bachelor of Science (BS) in Computer Science, Engineering, or related field—or equivalent practical experience.

Salary Range

$171,000.00 - $244,150.00

de:T1b51,

About the Role

We're looking for a Senior Product UI Visual Designer to take our product experiences from rough structure to polished, production-ready visual design. Our products are trading systems, trading idea research management systems, and risk management systems built for the Front Office at hedge funds and asset management firms — data dense, highly transactional tools used by traders, portfolio managers, and analysts every day. You'll work primarily from wireframe schematics and rough AI-generated prototypes — turning that early-stage thinking into interfaces that are visually refined, consistent, and true to the CWAN Design System. This role also has a standing responsibility beyond individual projects: partnering with the team that maintains the CWAN Design System to propose, define, and document new design standards as our product surface area grows.

You'll sit at the intersection of craft and consistency — someone who can make a screen look and feel right, and who also cares about codifying why it's right so the whole design system gets stronger over time.

What You'll Do

Visual design execution

Interpret wireframes, low-fidelity schematics, and rough AI-generated prototypes and translate them into high-fidelity, production-ready visual designs.

Apply and enforce our existing visual design standards — typography, color, spacing, iconography, elevation, and layout grids — across every screen you touch.

Make sound design judgment calls when a wireframe or AI prototype is ambiguous, incomplete, or visually inconsistent, resolving gaps without waiting for direction.

Prepare polished, developer-ready Figma files with clear specs, redlines, and component usage so engineering can build from your work with minimal back-and-forth.

Partner with product designers, product managers, and engineers to review work in progress and ensure visual quality holds up from concept through shipped feature.

Design system contribution

Work directly with the CWAN Design System team to identify gaps where current standards don't cover a new pattern, component, or use case.

Propose new or updated visual design standards (components, tokens, patterns, documentation) based on recurring needs you encounter in project work.

Contribute polished, system-ready component and pattern designs — not just one-off screen solutions — so new standards are reusable across the product.

Document rationale and usage guidance for new standards so other designers can apply them consistently without re-litigating the decision.

Give and incorporate feedback in design system reviews, and help audit existing product surfaces for drift from current standards.

What We're Looking For

5+ years of experience in product/UI visual design, with a portfolio that demonstrates strong visual craft (typography, layout, color, hierarchy) applied to real product interfaces.

Experience designing financial services software. Experience designing trading systems, trading idea/research management systems, or risk management systems — for the Front Office at hedge funds or asset management firms.

Proven ability to take low-fidelity input — wireframes, sketches, or AI-generated concepts — and elevate it into refined, standards-compliant visual design.

Deep fluency in Figma, including components, variants, auto layout, and design tokens/variables.

Working knowledge of design systems: how components, tokens, and documentation fit together, and how design decisions scale across a product.

Sharp eye for visual consistency and the judgment to know when a new pattern deserves a system-level standard versus a one-off exception.

Strong collaboration and communication skills — comfortable presenting and defending design decisions to designers, PMs, and engineers.

Comfort designing for dense, data-heavy professional workflows where information hierarchy, precision, and speed of comprehension matter as much as visual polish.

Nice to Have

Experience contributing directly to a formal design system or component library, in any capacity.

Familiarity with evaluating or refining AI-generated UI output as a design input.

Front-end literacy (HTML/CSS fundamentals) sufficient to have informed conversations with engineers about implementation.

Experience with motion or interaction design for UI components.

Tools & Ways of Working

Figma is our primary design tool, and the CWAN Design System is the shared source of truth for components, tokens, and patterns. You'll work closely with the CWAN Design System team on standards work, and with product designers and engineers on day-to-day screen work — often moving between the two in the same week.

What we Offer:

Business casual atmosphere in a flexible working environment
Team focused culture that promotes innovation and ownership
Access cutting edge investment reporting technology and expertise
Defined and undefined career pathways allowing you to grow your own way
Competitive medical, dental, vision, and life insurance benefits
Maternity and paternity leave
Personal Time Off and Volunteer Time Off to give back to the community
401(k) retirement plan with company match
Work from anywhere 3 weeks out of the year
Work from home Fridays

Salary Range

$156,400.00 - $210,841.00

df:T11ce,

About the Opportunity

Job Description:

The Global Delivery division is responsible for onboarding all new clients onto Clearwater’s SaaS platform. As SME, you will work on a variety of client implementations to provide domain expertise to clients and colleagues, playing a key role in client-focused projects in the DACH region.

The role involves translating regulatory, reporting, and other client requirements into configuration on Clearwater's platform, advising clients directly during implementation, and feeding input back to the development team to improve the product for future clients.

The work is varied by nature: each client's front-to-back office setup differs, so the technical and regulatory questions change from project to project. The role also involves training and documentation work, so expertise doesn't stay with one person but gets shared across the wider Global Delivery team - a collaborative division spanning Analysts, Team Leads and Program Managers.

Responsibilities:

Develop and apply deep domain expertise to evaluate requirements and configure solutions to meet a wide range of investment accounting and reporting needs for Clearwater's largest clients.
Develop a deep understanding of Clearwater’s product.
Strategize with development teams to enhance our product offering, improve our client on-boarding experience, shorten delivery time frames, and develop repeatable, scalable processes.
Effectively communicate and collaborate with a global team to resolve problems and client inquiries accurately and efficiently.
Spread your knowledge by designing and implementing training materials and SOPs.
Managed assigned projects and coordinate necessary resources.

Required Skills:

Knowledge and experience in regulatory reporting topics, e.g; Solvency 2 Pillar 1 & 2, BaFin DAV, Sustainable Value (Nachhaltiger Wert), German Tax requirements for investments, HGB
Securities or financial markets knowledge, especially derivatives, alternatives, structured products, and/or fixed income, is a strong plus.
Understanding of challenges in the industry (reporting, accounting, data...)
Proven history of proficient Excel use
Ability to concisely convey information through verbal and written communication.
Dynamic problem-solving skills, and an innate sense of curiosity with motivation to continually learn and solve problems for our clients.
Excellent organizational and interpersonal skills
Fluency in German and English

Education and Experience:

Bachelor's degree in Accounting, Finance, or related discipline
Relevant experience in any of the following: Insurance, Asset Management, Audit, FinTech, Investment Accounting, or Investment Operations

e0:T12ae,

About Clearwater Analytics

Clearwater Analytics is a global SaaS leader in automated investment data aggregation, reconciliation, accounting, and reporting. Serving the world's largest asset managers, insurance companies, and corporations, Clearwater processes trillions of dollars in assets daily. Our Beacon Risk & Pricing Platform delivers real-time risk analytics and pricing intelligence — powered by reliable, high-quality market data and reference data pipelines at the core.

Role Overview

We are looking for a Senior Software Engineer to join the Beacon Risk & Pricing Platform team. In this role you will design, build, and operate mission-critical market data and reference data pipelines that feed our real-time pricing and risk engines. You will work closely with quant researchers, data vendors, and platform engineers to ensure that high-quality, low-latency data flows reliably across the entire investment analytics stack.

This is a high-impact, high-ownership role. You will make architectural decisions, mentor peers, and directly influence how Clearwater ingests, normalises, and distributes market data at scale.

What You'll Do

Market & Reference Data Pipelines

Design and build scalable Python-based ETL/ELT pipelines ingesting multi-asset market data (equities, fixed income, derivatives, FX, commodities) from vendors such as Bloomberg, Refinitiv/LSEG, ICE Data Services, and FactSet.
Engineer and maintain a robust securities master (reference data) system covering identifiers (CUSIP, ISIN, SEDOL, FIGI), corporate actions, instrument attributes, and classification hierarchies.
Build real-time and batch data feeds using AWS-native services (Kinesis, MSK/Kafka, Glue, Lambda, Step Functions) with SLAs measured in milliseconds to seconds.
Implement data quality frameworks — completeness checks, anomaly detection, stale-data alerting, and automated reconciliation against authoritative vendor sources.

Platform & Infrastructure

Architect cloud-native, event-driven data infrastructure on AWS (S3, Redshift, RDS Aurora, DynamoDB, ElastiCache) with Infrastructure-as-Code (Terraform / CDK).
Contribute to CI/CD pipelines and ensure deployments are automated, tested, and observable (CloudWatch, Datadog, OpenTelemetry).
Drive schema design, data modelling, and partitioning strategies that balance query performance against storage cost at petabyte scale.

What You'll Bring

Required

7+ years of software engineering experience, with at least 4 years building production data pipelines in Python (Pandas, PySpark, asyncio, or equivalent).
Deep hands-on experience with AWS data services: S3, Glue, Lambda, Kinesis / MSK, Redshift, RDS, Step Functions.
Strong understanding of market data domains — pricing, corporate actions, identifier mapping, instrument reference data — from a financial services or fintech context.
Experience designing and operating high-availability, low-latency streaming and batch pipelines in production.
Proficiency in SQL and data modelling for analytical and operational workloads.
Familiarity with data quality patterns: schema validation, reconciliation, SLA monitoring, dead-letter queues, and alerting.
Strong communication skills — you write clear design docs, run productive tech discussions, and collaborate across disciplines.

Preferred

Experience with securities master / reference data systems: CUSIP, ISIN, SEDOL, FIGI, and corporate action processing.
Prior integration with major market data vendors (Bloomberg B-PIPE / SAPI, Refinitiv/LSEG Elektron, ICE Data Services).
Knowledge of Apache Airflow or similar workflow orchestration tools.
Experience with Apache Iceberg, Delta Lake, or other open table formats for data lake management.
Familiarity with risk or pricing platforms in asset management or insurance investment operations.
AWS Professional or Specialty certifications (Data Analytics, Solutions Architect).

e1:Td5f,

Working under the supervision of the Chief Legal Officer and General Counsel and the Associate General Counsel, the Assistant General Counsel will provide overall legal, compliance, and risk management guidance and support for the full range of legal issues facing Clearwater, including contract negotiation, employment, corporate governance, regulatory compliance, intellectual property, and privacy. The Assistant General Counsel will also work alongside Clearwater’s Technology Risk and Compliance Manager to understand and develop Clearwater’s IT, privacy, and cyber-security practices.

Responsibilities:

Provides legal, compliance, and risk management guidance and support for the full range of legal issues facing Clearwater, including contract negotiation, employment, corporate governance, regulatory compliance, intellectual property, and privacy.
Reviews legal data and advises organization on appropriate legal action to be taken.
Performs litigation on the company’s behalf or coordinates litigation and other legal matters handled by outside counsel.
Assist in general corporate matters, including corporate organization, securities compliance, drafting transactional documents, license agreements, employment law, immigration law, data privacy, risk management asset-backed financing, and contract management.
Learns to use professional concepts.
Applies company policies and procedures to resolve routine issues.
Works on problems of limited scope.
Follows standard practices and procedures in analyzing situations or data from which answers can be readily obtained.
Builds stable working relationships internally.
Perform legal research and advise the Chief Legal Officer, General Counsel, and the Associate General Counsel on assigned matters
Develop and negotiate complex licenses and commercial agreements for inbound and outbound technology, software, and services
Participate in training for the business around governance, compliance, conflicts, cyber security, and other risk management matters
Monitor legal and regulatory changes and provide regular updates and trainings
Assist in maintenance of contractual compliance, corporate governance and regulatory compliance tasks
Partner with internal business constituents to ensure customer success and protection of Clearwater
Provide project support to the legal department on miscellaneous special projects

Requirements:

A Juris Doctorate with excellent academic credentials from an accredited law school and license to practice in at least one state (or the ability to obtain a license to practice law within a short period of time)
Ability to work independently and drive tasks to completion with creative solutions while managing multiple projects in a deadline-driven environment
Self-starter with an appreciation for a dynamic work environment, a variety of work, and a commitment to excellence
Professional and effective verbal and written communication skills
Skill and ability to both collaborate within a team and operate independently
Ability to maintain confidentiality and maintain appropriate discretion
Unquestioned ethics, integrity, and sound business judgment

e2:Tf20,

About Clearwater Analytics:
Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations make the most of investment portfolio data with cloud-native software and client-centric servicing. Every day, investment professionals worldwide trust Clearwater to deliver timely, validated investment data and in-depth reporting.

Job Summary:
The Business Development Representative (BDR) engages with stakeholders and prospects across the APAC market to address their concerns about investment reporting accuracy and timeliness. Using advanced technology, the representative and their team will proactively reach out to potential customers within Asset Management and Insurance through phone calls, emails, and LinkedIn. They will gain expertise in sales techniques and utilize company tools like Salesforce, Claude Enterprise, Gong, LinkedIn Navigator, ZoomInfo, and High Spot to effectively find new prospects and contribute to Clearwater's growth.

Responsibilities:

Conduct research and find compelling events to identify customer needs and personalize sales communications.
Source, prepare for and participate in business meetings with prospective clients.
Promote the company’s products/services addressing or predicting clients’ objectives with the goal to increase net new pipeline.
Create and maintain client information in our CRM database.
Collaborate with and become an apprentice to closers in supporting deals as they move through the sales funnel.
Build qualified pipeline across our APAC Asset Management or Insurance market verticals within Hong Kong primarily - a high growth market with a large addressable total market, which represents significant growth opportunity for Clearwater in 2027.

Desired Profile:

Excellent relationship building skills and natural curiosity.
Track record of success in life.
Competitiveness – passion & drive, solid work ethic, motivation.
Ability to be a team player while also making independent decisions.
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 & Experience:

Bachelor's degree in business administration, finance, accounting and/or another related area preferred.
1+ years’ successful attainment in a Business Development or Inside Sales role.
Mandarin or Cantonese is needed as an additional language as this will be the aligned territory.

What we Offer:

Business casual atmosphere in a flexible working environment.
Team focused culture that promotes innovation and ownership.
Access cutting edge investment reporting technology and expertise.
Private medical insurance, private dental insurance, Healthcare Plan, discounted gym membership + other discounts.
Industry competitive pension contributions.
Holiday allowance (increasing with each year of tenure) + 2 days annual Volunteer Time Off.
Continual learning, access to learning tools, professional development, defined and undefined career pathways allowing you to grow your own way.
Annual 3 weeks ‘work from anywhere in the world'.
On-site - Hong Kong office - Monday to Thursday.

e3:T17dd,

Clearwater Analytics is seeking a Senior Derivatives, Product Manager (Front & Middle Office) to own and evolve the product strategy for our front and middle office derivatives capabilities. This role sits at the intersection of investment operations, risk management, and technology. You will define how derivative workflows, data, and events connect across trading, valuation, exposure, margin, settlement, accounting, and reporting, and translate that operating model knowledge into product requirements that help institutional clients manage derivative portfolios with confidence. You will work closely with engineering, design, sales, and clients to design and build these workflows.

This is a functional workflow and product role. It does not require building pricing models or independently calculating valuations, risk metrics, or margin. Quant and data teams own those calculations; you will own how their outputs flow through and are used in the product.

What You'll Do:

Own the product roadmap for derivative front and middle office workflows, from ideation through delivery and adoption.

Design end to end derivative workflows that connect trade capture, lifecycle events, valuation, exposure, margin and collateral, settlement, accounting and position records, reporting, and reconciliation.

Translate market, regulatory, and client requirements into detailed product requirements, data requirements, process flows, user stories, and acceptance criteria for engineering teams.

Define how derivative data and events move between systems, including trades, valuations, market data, cash flows, collateral, and counterparty agreement data, and how downstream functions such as accounting, general ledger, performance, risk, and regulatory reporting consume them.

Partner with clients, sales, and client services to understand workflow pain points across trading, middle office, operations, risk, and portfolio management functions.

Define requirements for how valuations, sensitivities, and risk outputs are consumed within workflows, partnering with data and quant teams who own the models and calculations.

Prioritize the backlog based on client impact, revenue opportunity, regulatory urgency, and technical feasibility.

Act as the subject matter expert on the derivatives operating model and workflows for internal stakeholders, including sales enablement and marketing.

Monitor industry trends, competitor offerings, and regulatory developments (e.g., margin rules, reporting mandates) that affect derivative workflows and products.

Define and track success metrics for shipped features, iterating based on client feedback and usage data.

Represent the product in client-facing settings, including advisory boards, demos, and requirements-gathering sessions.

What You'll Bring:

8+ years of experience in product management, front or middle office derivatives technology, derivatives operations, or implementation and solution design within financial services, asset management, or fintech.

Strong working knowledge of derivative instruments (swaps, futures, options, forwards, structured products) and their lifecycle events, including amendments, resets, settlements, terminations, and novation's.

Understanding of the front to middle office derivative operating model: how trades, valuations, exposures, margin and collateral calls, cash flows, settlements, and accounting records connect and are reconciled. We value functional workflow and product knowledge across this chain over deep expertise in any single area.

Familiarity with counterparty and agreement concepts such as ISDA agreements, CSAs, and netting sets, and how they drive downstream processing.

Working understanding of how valuations, market data, sensitivities, and risk metrics (e.g., VaR, stress testing, scenario analysis) are generated and consumed by downstream processes. You do not need to build or independently calculate them.

Experience working with front or middle office systems (OMS/EMS, risk platforms, portfolio accounting, collateral or reconciliation tools, or similar).

Proven ability to translate business workflows into clear product requirements, data requirements, user stories, process flows, and acceptance criteria.

Track record of managing a product roadmap and collaborating effectively with engineering and design teams in an agile environment.

Excellent communication skills, with experience presenting to both technical and non-technical stakeholders, including clients.

Bachelor's degree in Finance, Economics, Engineering, Computer Science, or related field; advanced degree, CFA, or FRM a plus.

Prior experience at an asset manager, insurance company, bank, or investment technology provider is strongly preferred.

Salary Range

$179,400.00 - $243,136.45

e4:T1307,

Responsibilities:

Developing quality software that is used by some of the world's largest technology firms, fixed income asset managers, and custodian banks
Participate in Agile meetings to contribute with development strategies and product roadmap
Owning critical processes that are highly available and scalable
Producing tremendous feature enhancements and reacting quickly to emerging technologies
Encouraging collaboration and stimulating creativity
Helping mentor entry-level developers
Contributing to design and architectural decisions
Providing leadership and expertise to our ever-growing workforce
Testing and validating in development and production code that they own, deploy, and monitor
Understanding, responding to, and addressing customer issues with empathy and in a timely manner
Independently can move a major feature or service through an entire lifecycle of design, development, deployment, and maintenance
Deep knowledge in multiple teams' domains; broad understanding of CW systems.
Creates documentation of system requirements and behavior across domains
Willingly takes on unowned and undesirable work that helps team velocity and quality
Is in touch with client needs and understands their usage
Consulted on quality, scaling and performance requirements before development on new features begins.
Understands, finds, and proposes solutions for systemic problems
Leads in the technical breakdown of deliverables and capabilities into features and stories.
Expert in unit testing techniques and design for testability, contributes to automated system testing requirements and design
Improves code quality and architecture to ensure testability and maintainability
Understands, designs, and tests for impact/performance on dependencies and adjacent components and services. Builds and maintains code in the context and awareness of the larger system
Helps less experienced engineers troubleshoot and solve problems
Active in mentoring and training of others inside and outside their division

Requirements:

Strong problem-solving skills
Experience with an object-oriented, or functional language
Bachelor’s degree in Computer Science or related field
Strong problem-solving skills
7+ years professional experience in industry-leading programming languages (Java/Python).
Background in SDLC & Agile practices.
Experience in monitoring production systems.
Experience with Machine Learning
Experience working with Cloud Platforms (AWS/Azure/GCP).
Experience working with messaging systems such as Cloud Pub/Sub, Kafka, or SQS/SNS.
Must be able to communicate (speak, read, comprehend, write in English).

Desired Experience or Skills:

Ability to build scalable backend services (Microservices, polyglot storage, messaging systems, data processing pipelines).
Possess strong analytical skills, with excellent problem-solving abilities in the face of ambiguity.
Excellent written and verbal skills. Ability to contribute to software design documentation, presentation, sequence diagrams and present complex technical designs in a concise manner.
Professional experience in building distributed software systems, specializing in big data and NoSQL database technologies (Hadoop, Spark, DynamoDB, HBase, Hive, Cassandra, Vertica).
Ability to work with relational and NoSQL databases
Strong problem-solving skills.
Strong organizational, interpersonal, and communication skills.
Detail oriented.
Motivated, team player.

e5:Tdd7,Job Description

Data Analyst - Revenue Operations

Location: Noida Type: Full-time

About the Role

We are seeking a motivated Data Analyst to join our Revenue Operations data and reporting team. This position is well suited to an individual who wishes to build a career in revenue operations, sales analytics, and go-to-market (GTM) systems. The successful candidate will support the Revenue Operations center of excellence by maintaining data integrity, preparing reports, and enabling the sales organization to operate with discipline and clarity.

This role is well suited to an early-career professional who is detail-oriented, intellectually curious about data, and eager to develop proficiency in the sales technology stack within a fast-growing, global SaaS/fintech environment.

Key Responsibilities

Data Hygiene: Assist in maintaining data quality and accuracy within Salesforce by identifying inconsistencies and supporting data-cleansing initiatives across accounts, opportunities, and territories.
Secondary Research: Assist in building and maintaining account- and contact-level data within Salesforce.
Sales Process Support: Support the day-to-day execution of sales process discipline, including the tracking of pipeline stages, funnel movement, and basic forecasting inputs.
Ad Hoc Analysis: Extract and organize data sets to address inquiries from the Revenue Operations Leader or sales leadership, translating raw data into clear and concise summaries.
Process Documentation: Assist in documenting workflows, definitions, and reporting logic to ensure the team's processes remain consistent and readily transferable or scalable.
Cross-Team Collaboration: Collaborate closely with senior Data Analysts and Sales Tool Analysts to learn best practices in territory routing and CRM administration.

Qualifications

Master’s degree in business, Economics, or a related field
Two years of experience in data, secondary research, or reporting role
Proficient in Microsoft Excel, including formulas and pivot tables
Basic familiarity with CRM systems (Salesforce preferred, though not required).
Strong attention to detail and a willingness to verify work thoroughly prior to submission.
Intellectual curiosity regarding data, together with an interest in the evolving role of artificial intelligence in Revenue Operations.
Strong written and verbal communication skills, with the ability to convey data findings clearly and accessibly.
Highly organized and dependable, with the ability to manage multiple small projects concurrently.

What You Will Gain

Direct mentorship from a Revenue Operations Leader, together with exposure to senior sales leadership.
Hands-on training in Salesforce administration and sales reporting.
Experience with the modern sales technology stack, including Clari, Gong, Highspot, and AI-driven reporting platforms.
A defined pathway for professional growth into a senior Data Analyst, Sales Tool Analyst, or broader Revenue Operations role as experience is gained.
Exposure to how a global, high-growth SaaS company runs its sales operations end-to-end.

e6:T98a,

Responsibilities:

Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets.
Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation.
Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user.
Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.
Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.
Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work.
Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams.

Required Skills:

Basic understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
Finance and/or accounting experience preferred.
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 degree or higher in Accounting or Financial/Business-related field.

e7:Tc99,

Job Description

Coordinates, diagnoses, and troubleshoots incoming employee issues. Provides support services to employees with technical problems and IT issues involving printers, laptop, or network services from local or from employees using network remote access. Provides timely resolution of problems or escalation on behalf of customer to appropriate technical personnel. Provides case status updates to management and end-users. Supports and maintains effective relationships with users. Develops, documents, and implements standard operating procedures and customer service guidelines relating to ITsupport.

Responsibilities:

Active Directory - Company structure, Group/Distro creation
Able to troubleshoot and resolve any hardware issues
Full understanding of Clearwater internal tool permission structure
Able to troubleshoot basic network/802.1x issues
Can solve issues across most parts of the team’s domain with limited guidance
Able to solve majority operational issues without escalation
Handling onboarding and off-boarding
Offers demos, talks, and recommendations to help their own team and others be more productive
Able to help other parts of the organization with integration and provisioning such that all best practices are adhered to.
Helps to continuously maintain and improve quality across the stack.
Performs regular interviews for positions on the same team, providing detailed and useful feedback.
Understands customer needs and motivations.
Understands how engineering projects contribute to business goals.

Requirements:

4 -5 years of experience in IT support, help desk, or a related role
Experience with Microsoft Windows operating systems and Microsoft Office Products
comfortable in the command line
Scripting experience
Basic Knowledge of networks, firewalls/security, and operating systems
Atlassian knowledge for Jira and confluence
Strong written and verbal skills
Ability to lift 50 pounds safely
Self-motivated
Self-organized
Able to monitor and maintain inventory levels
Basic mechanical aptitude
Ability to troubleshoot first tier computer hardware and software issues
Sailpoint
Intune, Jamf, Exchange, Entra knowledge

Desired Experience or Skills:

Basic computer workstation setup
Experience w/ Inventory management
Audio/Video installation experience
CompTIA A+, Udemy IT Help Desk Professional, Microsoft IT Support, Apple Certifications

e8:T9e9,

** Looking for candidates who graduated in 2026**

Job Summary:

Responsibilities:

Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets.
Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation.
Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user.
Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.
Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.
Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work.
Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams.

Required Skills:

Basic understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
Finance and/or accounting experience preferred.
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 degree or higher in Accounting or Financial/Business-related field.

e9:T9e8,

**Looking for candidates who graduated in 2026**

Job Summary:

Responsibilities:

Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets.
Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation.
Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user.
Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.
Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.
Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work.
Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams.

Required Skills:

Basic understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
Finance and/or accounting experience preferred.
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 degree or higher in Accounting or Financial/Business-related field.

ea:T155a,

Job Summary

Client Servicing Division Leads take on leadership roles, overseeing teams with a regional or strategic market focus. Their contributions are vital in establishing and nurturing a top-tier client servicing organization, and they lead by example with their deep enthusiasm for Clearwater, their colleagues, and client achievements.

We are seeking a leader with deep asset management expertise who understands the operational and accounting infrastructure that underpins the industry. Clearwater’s foundation remains investment accounting and book of record solutions, even as the platform has expanded across the full investment lifecycle. This leader will be expected to bring credibility, fluency, and strategic perspective to that domain — earning the trust of sophisticated asset management clients and teams alike.

These leaders frequently act as executive sponsors for strategic client relationships, earning a reputation as trusted and influential advisors. They handle escalations and prioritize critical matters with confidence, ensuring the success of key initiatives.

Responsibilities

Manage teams that span managers and individual contributors.
Provide direction on the full talent management lifecycle for your teams where required; including headcount and succession planning, hiring, career development, performance management, and compensation reviews.
Build a positive culture that encourages teamwork, collaboration, continuous improvement, empowerment, candid feedback, ownership, and accountability.
Focus on execution through tracking and driving quantitative and qualitative metrics to measure the success of projects, people, teams, and processes.
Help build a differentiated offering by collaborating and strategizing with product management, development, and sales teams. Solicit and share client feedback to create an improved product, operational execution, and drive sales growth.
Partner effectively with Global Delivery and other departments to ensure the seamless transition of newly onboarded clients into steady-state client servicing operations.
Proactively identify and explore new revenue opportunities within the client base to support our strategic and business development goals.
Identify, analyze, and prioritize key risk measures around staffing, clients, and operational risk; use data and managerial judgment to make informed, risk-based decisions where appropriate.
Own and drive positive results with key business metrics including ESS, NPS, CSAT, and gross margin.
Serve as a subject matter authority on asset management operations, book of record, and investment accounting — bringing informed perspective to client conversations, product feedback, and internal strategy.

Required Skills

Deep expertise in asset management, with a strong foundation in investment accounting, book of record operations, and related industry infrastructure.
Demonstrated ability to manage and develop teams, including both people managers and individual contributors.
Ability to lead, inspire, and develop team members across all levels.
Ability to lead and influence client and internal leadership discussions regarding contract language, terms and conditions, services, cost drivers, revenue, and gross margin.
Prior experience owning and managing strategic client relationships and leading key projects within an asset management or investment operations context.
Proven track record of owning complex client escalations and driving resolution across front, middle, and back office teams — with a clear understanding of how operational interdependencies in asset management affect client outcomes.
Passion, perseverance, and accountability with an innate desire to drive client success.
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 degree in a relevant finance or business-related field.
10+ years of overall relevant experience, with several years of experience leading and managing teams in an asset management or investment operations environment.

Salary Range

$100,000.00 - $140,000.00

eb:Tbdc,

Job Summary:

The Financial Data Migration Specialists play a crucial role in enhancing our system's automation, speed, accuracy, and workflow. They employ tools such as Excel, SQL, VBA, and Python to collect and analyze data, resolving issues and discrepancies. This optimization greatly improves the efficiency of onboarding client data at Clearwater. Collaborating closely with our talented development teams, they devise creative strategies that not only simplify the process but also dramatically cut down delivery times. Our commitment lies in establishing processes that are not only replicable but also adaptable, enabling us to effortlessly accommodate our expanding client base.

Responsibilities:

Applies acquired skills, procedures, and decision-making best practices to resolve various issues.
Loads and validates client data into the Clearwater investment account system as the primary responsibility.
Demonstrates a working knowledge of Clearwater Way methodologies to implement and onboard clients, including aligning and supporting CW's Client Engagement Model.
Identifies opportunities for improvement and takes the lead in implementing solutions, both individually and within their role, for continuous service improvement.
Applies their understanding of the accounting equation, amortization, interest income, and other accounting concepts.
Utilizes their understanding of data intake, normalization, reconciliation, and reporting workflow, along with related concepts.
Applies their understanding of vanilla fixed income and equity investments, comprehending their purpose and functionality within CW.
Understands and applies Clearwater's core value proposition (aggregate, reconcile, report) in a market- and client-agnostic manner.
Coordinates complex activities effectively within a dynamic and agile environment.

Required skills:

They must possess a solid foundation in accounting knowledge.
Advanced Excel proficiency.
Securities or financial markets knowledge, especially involving derivatives, alternatives, structured products, and/or fixed income.
Project Management Skills (ex. workstream lead).
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 and math expertise.

Education and Experience:

Bachelor’s & Master’s in finance or math, accounting, economics.
2+ years of relevant experience.
Experience with SQL or other relational databases

Chicago Salary Range: $62,000 - $85,000 depending on experience.

ec:T1678,

We are seeking a Product Marketing Manager to lead the go-to-market strategy for Clearwater’s Hedge Fund segment, with a primary focus on our front-to-back platform, from order and portfolio management through risk, research, accounting and managed services.

This role is responsible for positioning, differentiating, and bringing to market Clearwater’s hedge fund capabilitiesacross strategies and asset classes. You will translate sophisticated front-to-back office workflows into clear, compelling value propositions for portfolio managers, traders, CFOs, COOs, and operations leaders.

You will partner closely with Product Management, Sales, Client Services, Managed Services, other business stakeholders, and the broader Marketing team to drive adoption, pipeline, and competitive wins, while serving as the voice of the hedge fund market back into product strategy.

KEY RESPONSIBILITIES

Platform Positioning & Messaging

Own positioning and messaging for Clearwater’s hedge fund platform
Articulate value across research, portfolio construction, pre-trade risk, order lifecycle management, execution workflows, real-time positions and P&L, and accounting and reporting
Develop differentiated narratives for portfolio managers, traders, CFOs, COOs, and heads of operations

Go-to-Market Strategy & Execution

Lead GTM planning for new capabilities, enhancements, integrations, and managed services
Translate product roadmaps into customer-ready value propositions, use cases, and launch assets
Partner with Brand, Demand Gen, and Field Marketing on segment-specific programs and launches

Competitive Differentiation

Position Clearwater clearly against incumbent and next-generation hedge fund technology providers, both point solutions and integrated platforms
Develop competitive messaging, battlecards, and proof points grounded in real trading, investment and operational workflows
Enable Sales to confidently articulate Clearwater’s strengths in scalability, integration, data integrity, and operational efficiency

Sales & Client Enablement

Build high-impact sales assets including pitch decks, demo narratives, solution briefs, and customer stories
Support strategic opportunities and executive-level conversations with tailored messaging
Equip Sales, Client Services, and Managed Services to sell into complex, multi-strategy hedge fund environments

Market & Customer Insight

Develop deep understanding of hedge fund operating models, strategies, technology stacks, and buyer personas
Gather and synthesize customer feedback, win/loss insights, and market trends
Influence product priorities by representing validated market needs back to Product Management

WHAT WE LOOK FOR

7+ years of experience in Product Marketing in fintech, capital markets, or investment management technology
Strong knowledge of investment management businesses and their technology, ideally with direct hedge fund experience
Strong understanding of hedge fund workflows, including trading, portfolio management, risk, and operations
Experience with front-to-back or multi-module platforms (direct OMS/PMS experience is a plus)
Proven ability to translate complex, real-time platforms into compelling market narratives
Strong competitive instincts and executive communication skills
BA/BS required

Salary Range

$102,000.00 - $144,000.00

ed:T13e8,

Responsibilities:

Prospecting and Lead Generation: Identify and prioritize prospective enterprise clients through proactive outreach, networking, and leveraging existing relationships.
Sales Presentations: Conduct compelling presentations and demonstrations of Clearwater Analytics' solutions to key decision-makers and stakeholders within target organizations.
Solution Selling: Understand client needs, pain points, and objectives to tailor Clearwater's solutions effectively and position them as value-added propositions.
Deal Negotiation: Lead negotiation efforts to secure favorable terms and agreements, ensuring alignment with both client requirements and Clearwater's business objectives.
Pipeline Management: Manage and maintain a healthy sales pipeline, accurately forecasting sales opportunities and tracking progress through the sales cycle using CRM tools.
Collaboration: Work closely with internal teams including pre-sales, solution consulting, marketing, and client success to ensure a seamless transition from sales to implementation and ongoing support.
Market Intelligence: Stay abreast of industry trends, competitor offerings, and market dynamics to identify new opportunities and maintain a competitive edge.
Client Relationship Management: Cultivate strong, long-lasting relationships with clients, acting as a trusted advisor and partner throughout the sales process and beyond.

Qualifications:

Proven Track Record: Demonstrated success in enterprise sales, consistently meeting or exceeding revenue targets in a competitive SaaS/FinTech environment.
Industry Knowledge: Understanding of the investment management, asset servicing, insurance or financial technology (FinTech) industry.
Consultative Selling Skills: Ability to uncover client needs, articulate value propositions, and tailor solutions to address specific business challenges.
Negotiation Skills: Strong negotiation and deal-closing abilities, with experience navigating complex sales cycles and structuring win-win agreements.
Communication Skills: Excellent verbal and written communication skills, with the ability to engage and influence senior executives and key stakeholders.
Team Player: Collaborative mindset with a willingness to work cross-functionally and contribute to the success of the broader sales organization.
Adaptability: Ability to thrive in a fast-paced, dynamic environment, with the flexibility to adapt to evolving business priorities and market conditions.
Bachelor's Degree: Bachelor's degree in business, finance, marketing, or a related field preferred.

What we offer:

Business casual atmosphere in a flexible working environment
Team focused culture that promotes innovation and ownership
Access cutting edge investment reporting technology and expertise
401k with match
PTO and volunteer time off to give back to the community
Defined and undefined career pathways allowing you to grow your own way
Work from anywhere 3 weeks out of the year
Hybrid, flexible working schedules
Maternity and paternity leave

Salary Range

$88,800.00 - $115,200.00

ee:T19eb,

About Clearwater Analytics

Job Description

We are looking for a Lead Solutions Consultant to join our growing EMEA Asset Owner team in London - corporate pension schemes, local government pension funds (LGPS), sovereign wealth funds, and insurers, front to back office. In this senior, client-facing, pre-sales role you will lead how Clearwater wins and onboards the most complex asset management mandates — owning the strategic, technical and written deliverables that move high-value opportunities through the sales cycle, and setting the bar for the Solutions Consultants around you.

You will partner with senior prospective stakeholders, including CIOs, CFOs, heads of operations and technology, to uncover the pain points in their current operating model and demonstrate, clearly and credibly, how the Clearwater solution solves those problems and adds measurable value. Alongside this you will shape the sales resources, documentation and standards the wider EMEA team relies on, and mentor and develop the next generation of Solutions Consultants, continually looking for ways to strengthen our proposition.

The ideal candidate is a seasoned, creative and self-starting problem-solver with 10-12 years of relevant experience, who earns the trust of executives, colleagues and clients alike, combining deep technical fluency with the commercial instinct to turn complex requirements into compelling solutions.

Responsibilities
Lead senior-level discovery with prospective clients to understand their current infrastructure, business requirements and operational challenges, and articulate how Clearwater's solution transforms their operating model.

Own the pre-sales workstream on the most complex, high-value software sales, from discovery through to solution design and handover, acting as the senior technical and commercial voice in the deal.
Act as a trusted adviser to C-suite and senior investment, operations, finance and technology stakeholders, building a compelling business case grounded in measurable value.
Develop and maintain expert-level, demonstrable knowledge across the full breadth of Clearwater's products and the value they deliver, serving as a go-to subject matter expert internally and externally.
Communicate Clearwater's core value proposition persuasively, through written documentation, demonstrations and live presentations to executive audiences, including conferences and client events.
Lead and quality-assure prospect RFPs and DDQs, ensuring high-quality, accurate and timely responses, and shape the standards, content library and processes the wider team uses.
Partner with Sales leadership on deal strategy, qualification, pipeline planning and forecasting, and on the research and preparation behind high-impact sales meetings and demos.
Mentor, coach and develop Solutions Consultants, raising the capability and consistency of the EMEA pre-sales function.
Coordinate resources across Clearwater to support sales efforts and ensure a smooth transition of new clients to our Global Delivery team.
Provide market and client insight to Product and Engineering to influence the roadmap, and contribute to go-to-market initiatives for the Asset Owner segment.
Solve complex, abstract problems and develop creative solutions to non-standard client requirements.

Required Skills:

Proven record of exceeding goals/quotas in a senior pre-sales or client-facing role.
Relevant experience in Asset Management, Asset Owner, Insurance, Investment Management, FinTech, Investment Accounting, or Investment Operations.
Demonstrated leadership, with experience mentoring or managing consultants.
Commitment to agility, continuous learning, improvement, and operational excellence.
Strong data analysis skills.
Strong computer skills, including proficiency in Microsoft Office.
Excellent attention to detail and strong documentation skills.
Outstanding verbal and written communication skills, with executive presence.
Strong organisational and interpersonal skills, with the ability to influence senior stakeholders.
Exceptional problem-solving abilities.

Requirements:

10-12 years of relevant experience in investment operations, investment management, insurance or investment accounting, including significant time in a client-facing pre-sales or consulting role.
A clear understanding of the challenges facing the industry, particularly around reporting, data management and accounting, and a point of view on where it is heading.
Familiarity with the needs of the different personas within an asset owner, from front office to operations, finance and technology, and an expert understanding of the Asset Owner market in UK and Europe.
Strong knowledge of financial services and fixed income securities; a professional qualification such as the CFA is preferable.
Track record of leading complex, multi-stakeholder sales cycles and RFP/DDQ processes through to successful outcomes.
Excellent written and verbal communication skills, with the ability to present and articulate complex propositions clearly to senior audiences.
Strong organisational, interpersonal, leadership and problem-solving skills.
Strong technical skills, including Excel and the ability to quickly become proficient in in-house software solutions.
A commitment to agility, continuous learning and operational excellence, combined with competitiveness, curiosity, creativity and drive.
Willingness and ability to travel up to 40% of the time, primarily across the UK and Europe and occasionally internationally, for client meetings, workshops, conferences and events.
Fluent in business English, additional languages preferable - French and German

ef:T1326,

About Clearwater Analytics

Job Description

We are looking for a Solutions Consultant to join our growing EMEA Asset Owner team in London - corporate pension schemes, local government pension funds (LGPS), sovereign wealth funds, and insurers, front to back office. In this client-facing, pre-sales role you will be central to how Clearwater wins and onboards complex asset management mandates — owning the technical and written deliverables that move opportunities through the sales cycle.

You will partner with prospective clients to uncover the pain points in their current operating model and demonstrate, clearly and credibly, how the Clearwater solution solves those problems and adds measurable value. Alongside this you will build and refine the sales resources, documentation and standards the wider EMEA team relies on, continually looking for ways to strengthen our proposition.

The ideal candidate is a creative, self-starting problem-solver who earns the trust of internal and external stakeholders alike, combining strong technical fluency with the commercial instinct to turn complex requirements into compelling solutions.

Responsibilities
Work with prospective clients to understand their current infrastructure, business requirements and operational challenges, and articulate how Clearwater's solution enhances their operating model.

Lead the pre-sales workstream on complex software sales, from discovery through to solution design and handover.

Develop deep, demonstrable expertise across Clearwater's products and the value they deliver.

Communicate Clearwater's core value proposition persuasively, through written documentation, demonstrations and live presentations.

Own the completion, organisation and coordination of prospect RFPs and DDQs, ensuring high-quality, accurate and timely responses.

Conduct the research and preparation that underpins high-impact sales meetings and demos.

Coordinate resources across Clearwater to support sales efforts and a smooth transition of new clients to our Global Delivery team.

Solve complex, abstract problems and develop creative solutions to non-standard client requirements.

Required Skills:

Proven record of exceeding goals/quotas.
Relevant experience in Asset Management, Asset Owner, Insurance, Investment Management, FinTech, Investment Accounting, or Investment Operations.
Commitment to agility, continuous learning, improvement, and operational excellence.
Strong data analysis skills.
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.

Requirements:

Relevant experience in investment operations, investment management, insurance or investment accounting.

A clear understanding of the challenges facing the industry, particularly around reporting, data management and accounting.

Familiarity with the needs of the different personas within an asset owner, from front office to operations, finance and technology and a proficient understanding of the Asset Owner market in UK and Europe.

Good knowledge of financial services and fixed income securities; a professional qualification such as the CFA is preferable.

Excellent written and verbal communication skills, with the ability to present and articulate complex propositions clearly.

Strong organisational, interpersonal and problem-solving skills.

Strong technical skills, including Excel and the ability to quickly become proficient in in-house software solutions.

A commitment to agility, continuous learning and operational excellence, combined with competitiveness, curiosity, creativity and drive.

Fluent in business English, additional languages preferable - French and German

f0:T18cb,

Job Description: Senior Software Developer, Energy & Commodities

Location: New York (hybrid, 4 days per week in office)

Clearwater Analytics is the leading SaaS platform for investment accounting, risk, and performance. We serve some of the world's largest insurance companies, hedge funds, asset managers, and institutional investors. We deliver decision-ready risk analytics that bring clarity and insight to multi-asset portfolios, highlighting exposures, sensitivities, scenarios, and performance drivers.

As a Senior Software Developer on the Energy & Commodities team, you will design, build, deploy, and maintain the systems that capture and manage commodity trades and their risk on our platform. You will work closely with the Quantitative Developers who build our pricing libraries, with Product Managers, and directly with clients to turn complex trading and risk workflows into reliable, well-designed software. You will lead design within your area of the platform and help raise the engineering standard of the team.

What You'll Do

· Design, build, deploy, and maintain features for trade capture, trade lifecycle, position management, and risk workflows for global commodities (OTC and exchange-traded, financial and physical).

· Extend the platform frameworks that consume pricing libraries: deal models, market data and curve management, risk batch execution (e.g. Greeks, VaR, scenario analysis), cashflow generation, and reporting.

· Translate business, functional, and client requirements into well-designed features, in partnership with Product Managers and Quantitative Developers.

· Lead design and feature discussions within the team, apply the team's architectural standards and design patterns, and participate in design and code reviews.

· Contribute to codebases in other languages like Java, TypeScript, and Rust as projects require.

· Build and maintain containerized services and deployment pipelines and improve the observability and performance of workloads.

· Write clean, well-tested code, and maintain multiple levels of automated testing (unit, integration, end-to-end).

· Troubleshoot and resolve production incidents promptly and effectively.

· Mentor new and less experienced engineers.

· Produce high-quality documentation that supports and expands engineering solutions, for both technical and non-technical audiences.

· Apply and help refine best practices for AI use in development, operations, and the products themselves.

What We're Looking For

· 7+ years of professional software development experience, including strong production work in Python.

· Experience in energy and commodities technology, such as ETRM/CTRM products, trading and risk systems at an energy trading firm, utility, or bank commodity desk, or front-office development that supports commodity trading.

· Working knowledge of market conventions, deal structures, and trade lifecycle events for derivatives.

· Demonstrated ability to work in more than one language and DBMS.

· Hands-on experience with containerization (Docker, Kubernetes) and CI/CD pipelines.

· Experience building and deploying software on a public cloud (AWS, Azure, or GCP).

· Strong design skills, and the ability to lead feature-level design within a team.

· Ability to understand unfamiliar code bases and to debug production systems.

· Strong problem-solving and communication skills, including the ability to explain technical topics to technical and non-technical stakeholders.

What Will Make You Stand Out

· Development experience on a graph-based pricing and risk platform (Beacon, Quartz, Athena, or SecDB).

· Production experience in multiple languages and DBMSes.

· Experience building real-time trading and risk systems.

· Financial engineering knowledge and experience.

· Experience with event-driven architectures and messaging systems.

What we Offer:

· Business casual atmosphere in a flexible working environment

· Team focused culture that promotes innovation and ownership

· Access cutting edge investment reporting technology and expertise

· Defined and undefined career pathways allowing you to grow your own way

· Competitive medical, dental, vision, and life insurance benefits

· Maternity and paternity leave

· Personal Time Off and Volunteer Time Off to give back to the community

· 401(k) retirement plan with company match

· Work from anywhere 3 weeks out of the year

· Work from home Fridays

Salary Range

$156,400.00 - $210,841.00

f1:T1488,

Job Summary:

Responsibilities:

Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets.
Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation.
Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user.
Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.
Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.
Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work.
Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams.
Assist in training and coaching more junior team members.

Required Skills:

Good understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
Intermediate understanding of fixed income and equity investments.
Finance and/or accounting experience preferred.
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 degree or higher in Accounting or Financial/Business-related field.
1+ years of relevant experience.

f2:T1488,

Job Summary:

Responsibilities:

Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets.
Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation.
Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user.
Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.
Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.
Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work.
Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams.
Assist in training and coaching more junior team members.

Required Skills:

Good understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
Intermediate understanding of fixed income and equity investments.
Finance and/or accounting experience preferred.
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 degree or higher in Accounting or Financial/Business-related field.
1+ years of relevant experience.

f3:T14be,

Key Responsibilities

1. Project Planning & Execution

• Lead the planning, execution, and delivery of IT and facilities projects from initiation to closure.• Develop detailed project plans, including scope, timeline, resources, and budget.• Monitor and report on project progress, risks, and issues, ensuring timely resolution.• Coordinate with internal departments, contractors, and external vendors to ensure project deliverables are met on time and within budget.

2. Facilities Project Management

• Plan and manage facilities projects such as office buildouts, renovations, relocations, space planning, and infrastructure upgrades.• Manage facilities vendors and service contracts and ensure minimal disruption to business operations during project work.

3. Stakeholder Management

• Collaborate with key stakeholders, including business leaders, IT teams, facilities staff, and end-users, to gather requirements and align project objectives.• Facilitate communication between stakeholders, providing updates on project status and changes.

4. Technical Oversight

• Work closely with developers, engineers, system administrators, and facilities technicians to ensure technical feasibility and adherence to best practices.• Assist in the identification and evaluation of new technologies, equipment, and functionalities that can enhance business processes and the work environment.

5. Change Management

• Apply change management processes to support the promotion of changes into production and the implementation of facilities changes, ensuring future readiness and regulatory compliance.• Facilitate training sessions and create the necessary documentation to guide users through system and facilities changes.

6. Risk, Issue, and Safety Management

• Identify potential risks and issues that may impact project delivery and develop mitigation strategies.• Ensure facilities projects meet health, safety, and building code requirements.• Monitor project progress and address challenges proactively to keep the project on track.

7. Quality Assurance

• Ensure that project deliverables meet quality standards and business requirements.• Conduct project reviews and retrospectives to identify lessons learned and opportunities for improvement.

8. Performance Tracking

• Track project performance against established KPIs and metrics, providing regular reports to management.• Conduct post-project evaluations to identify lessons learned and opportunities for improvement.

9. Budget Management

• Manage project budgets across IT and facilities initiatives and ensure that resources are allocated efficiently.• Track expenses and report on budget adherence and any variances.

Qualifications

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Responsibilities:

Requirements:

Preferred:

Responsibilities:

Backlog Ownership & Agile Delivery

Domain Enablement for Engineering

Testing & Quality

Client Adoption & Enablement

Prospect & Market Education

Requirements

Responsibilities:

Requirements:

Preferred:

Ensures team processes are understood, followed, and improved. Responsible for developing and evaluating personnel to ensure efficient operation, continued growth, and positive employee engagement. Responsible for ensuring the delivery of business goals assigned to the team.

Responsibilities:

Leading a team to develop quality software that is used by some of the world’s largest technology firms, fixed income asset managers, and security traders on Wall Street

Responsible for ensuring a team’s success, growth, and output

Providing training, guidance, and mentorship to individuals on the team

Participating in Agile meetings to contribute with development strategies and product roadmap

Producing tremendous feature enhancements and reacting quickly to emerging technologies

Encouraging collaboration and stimulating creativity

Providing leadership and expertise to our ever-growing workforce

Develops corporate and/or organizational policies and authorizes their implementation.

Detailed knowledge of company allows for innovative concepts and promoting new ideas.

Provides direction to senior managers in various areas, groups, and/or operations.

Recognized as an influential leader.

Consistently works with abstract ideas or situations across functional areas of the business.

Through assessment of intangible variables, identifies and evaluates fundamental issues, providing strategy and direction for major functional areas.

Requires in-depth knowledge of the functional area, business strategies, and the company’s goals.

Erroneous decisions will have a long-term effect on the company's success.

Interacts internally and externally with executive level management, requiring negotiation of extremely critical matters. Influences policymaking.

Directs and controls the activities of one or more functional areas, divisions, product groups or service areas through senior managers who have overall responsibility for the successful operation of those assigned areas.

Requirements:

Demonstrated ability to provide constructive feedback to team members

Experience in communicating with users, other technical teams, and management to collect requirements, identify tasks, provide estimates and meet production deadlines

Knowledge of professional software engineering best practices for the full software development life cycle

Ability to resolve conflict within and across teams and drive consensus to achieve common goals

Ability to provide technical feedback and guidance on architecture, code review, and best practices

10+ years professional experience in software development

2+ years of experience leading a development team.

Excellent written and verbal skills.

Ability to contribute to software design documentation, presentation, sequence diagrams

Ability to present complex technical designs in a concise manner.

Ability to work with relational and NoSQL databases.

Experience building highly scalable distributed software systems

Professional experience working with Cloud Platforms (AWS/Azure/GCP)

Experience taking a project from scoping requirements through actual launch

Desired Experience or Skills:

Bachelor’s degree in Computer Science or related field

Proficiency using modern web development technologies and techniques, including (HTML5, CSS, JavaScript)

Experience in full system design and architecture

Experience developing and designing a public facing API

Experience with database scaling and design

What You Will Do

Required Qualifications

Preferred Qualifications

Essential Duties & Responsibilities

Responsibilities

Required Skills

Education & Experience

What We Offer

Equal Opportunity Employer

About Clearwater Analytics

Role Overview

What You'll Do

Market & Reference Data Pipelines

Platform & Infrastructure

Required

Preferred

What You'll Do:

What You'll Bring:

Job Description

Job Summary

Responsibilities

Required Skills

Education and Experience