Full-Time

Head of Operations

Clearwater Analytics

Clearwater Analytics

1,001-5,000 employees

Cloud-based investment accounting and analytics platform

Compensation Overview

$100k - $140k/yr

Edinburgh, UK + 1 more

More locations: Boise, ID, USA

In Person

Bachelor's

Category
Engineering Management (1)
Required Skills
SQL
Data Engineering
Data Analysis

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Requirements
  • Deep understanding of data pipeline design, data ingestion, and data normalization.
  • Proficiency in SQL and query development for reporting and data analysis.
  • Experience with client reporting platforms and building production-grade reports.
  • Strong client-facing communication skills, including comfort managing escalations at senior levels.
  • Demonstrated ability to lead and develop distributed, cross-functional teams.
  • Exceptional problem-solving skills in high-pressure, client-impacting situations.
  • Ability to operate effectively in early-stage or evolving product environments.
  • A bachelor's degree in Computer Science, Economics, Engineering, Finance, or a related technical field.
  • At least 8 years of relevant experience in data engineering, technical delivery, or client-facing program management.
  • At least 3 years of people management experience, preferably leading teams of 10 or more.
  • Experience engaging with senior and executive client stakeholders.
  • Prior experience with project management methodologies and tools.
Responsibilities
  • Lead a distributed team of approximately 15 engineers, analysts, and delivery specialists across Boise, Edinburgh, and India.
  • Own end-to-end delivery of Prism implementations, ensuring quality, timeliness, and client satisfaction.
  • Act as the primary escalation point for client issues and drive solutioning and resolution.
  • Partner with Sales to scope, support, and close new Prism opportunities.
  • Collaborate with Product Management to surface client feedback, prioritize enhancements, and improve product maturity.
  • Manage team performance through regular one-on-one meetings, goal setting, and career development.
  • Establish and monitor project and delivery metrics and implement process improvements to reduce client escalation frequency.
  • Integrate recently onboarded team members from acquired entities and align team culture and ways of working.
  • Coordinate coverage across time zones to support a global client base, including APAC and EMEA.
Desired Qualifications
  • Familiarity with financial data, investment accounting, or client reporting in the asset management or fintech space.
  • Experience supporting pre-sales or solutioning conversations alongside a sales team.
  • Background in data migration, systems integration, or product delivery at scale.

Clearwater Analytics offers a cloud-native SaaS platform for investment accounting, reporting, and analytics used by institutional investors worldwide. Its core product is a single-instance, multi-tenant system that automates the entire investment data lifecycle by ingesting, reconciling, and enriching data to create a single source of truth for portfolios. The platform includes modules for accounting, performance measurement, regulatory reporting, compliance, and risk analytics across all asset classes, including private markets. The company differentiates itself through a unified front-to-back office solution and expands capabilities via acquisitions to build a cohesive cross-asset platform; its goal is to simplify investment data management for clients and scale with assets under management using a recurring revenue model based on AUM.

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Boise, Idaho

Founded

2004

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Simplify Jobs

Simplify's Take

What believers are saying

  • June 2026 AI launches automate reconciliation, portfolio oversight, and private-markets data extraction.
  • Q1 2026 revenue reached $221.2 million, up 74%; ARR hit $872 million.
  • Permira, Warburg Pincus, and Goldman financed the take-private, supporting continued investment.

What critics are saying

  • Clearwater is private again, eliminating NYSE liquidity and public-market accountability for employees.
  • $3.525 billion of acquisition debt pressures integration, hiring, and product investment.
  • If Enfusion integration fails, competitors win the front-office layer and Clearwater becomes back-office software.

What makes Clearwater Analytics unique

  • Clearwater's single-instance platform unifies accounting, performance, risk, and reporting across asset classes.
  • Its investment record now supports over $10 trillion in global assets.
  • Enfusion, Beacon, Bistro, and Blackstone broadened Clearwater into front-to-back workflows.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Parental Leave

Paid Vacation

Paid Sick Leave

401(k) Company Match

Company Equity

Remote Work Options

Flexible Work Hours

Growth & Insights and Company News

Headcount

6 month growth

35%

1 year growth

35%

2 year growth

35%
U.S. Securities and Exchange Commission
Jun 28th, 2026
8-K

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

Payout.ai
Jun 25th, 2026
Clearwater Analytics secures $3.5B credit facilities led by Goldman Sachs Private Credit

Clearwater Analytics has secured $3.525 billion in senior secured credit facilities led by Goldman Sachs Private Credit. The arrangement comprises a $2.7 billion term loan, a $500 million delayed draw term loan and a $325 million revolving facility. The funding will support the company's merger financing and strengthen its financial position. The substantial credit agreement signals market confidence and may encourage similar financing arrangements amongst other firms in the sector. The deal represents a significant transaction in the private credit market, with potential implications for leverage and credit quality across the industry.

Yahoo Finance
Jun 17th, 2026
Clearwater Analytics launches three AI products for $10T+ investment workflow automation

Clearwater Analytics has launched three AI-enabled products designed to streamline institutional investment workflows. The tools leverage the company's investment data foundation, which supports over $10 trillion in global assets. The new offerings include Clearwater Compass, which automates exception management and reconciliation for accounting teams; Total Portfolio Oversight, developed with Blackstone to provide unified views of public and private asset risk; and Fund Analytics, which structures fragmented private markets data using AI. These products aim to replace manual, spreadsheet-driven processes with centralised, intelligence-backed workflows. CEO Sandeep Sahai stated the solutions' effectiveness stems from the platform's high-quality investment record. The company aims to help firms accelerate decision-making whilst maintaining institutional-grade controls.

InvestingChannel
Jun 17th, 2026
Clearwater Analytics (CWAN) launches three ai-enabled products for institutional investment workflows.

Clearwater Analytics (CWAN) launches three ai-enabled products for institutional investment workflows. Clearwater Analytics Holdings Inc. (NYSE:CWAN) is one of the best young stocks to invest in according to hedge funds. On June 3, Clearwater Analytics introduced three AI-enabled products designed to integrate directly into institutional investment workflows. By using its trusted investment data foundation, which supports over $10 trillion in global assets, the company aims to help investors automate operations, improve risk management, and gain deeper insights into private markets without sacrificing transparency or auditability. The new offerings include Clearwater Compass, which automates exception management and reconciliation for accounting teams; Total Portfolio Oversight, developed with Blackstone to provide a unified view of public and private asset risk; and Fund Analytics, which uses AI to structure fragmented private markets data. These tools are designed to replace manual, spreadsheet-driven processes with centralized, intelligence-backed workflows. CEO Sandeep Sahai emphasized that the effectiveness of these AI solutions is rooted in the platform's high-quality investment record. By embedding intelligence directly into operational and oversight functions, Clearwater Analytics Holdings Inc. (NYSE:CWAN) aims to help firms accelerate their decision-making processes while maintaining the rigorous controls required by institutional investors. Clearwater Analytics Holdings Inc. (NYSE:CWAN) provides a cloud-native investment management platform for institutional investors across public and private markets, using a single-instance, multi-tenant architecture to deliver real-time data and AI-driven insights across the investment lifecycle. While InvestingChannel, Inc. acknowledge the potential of CWAN as an investment, InvestingChannel, Inc. believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see its free report on the best short-term AI stock.

Yahoo Finance
Apr 14th, 2026
Clearwater Analytics reports 77% revenue growth and $70.7M quarterly EBITDA

Clearwater Analytics reported strong third-quarter 2025 results, with revenues reaching $205.1 million, up 77% year-over-year. Annual recurring revenue grew to $807.5 million, also rising 77% from the previous year. The company delivered adjusted EBITDA of $70.7 million, up from $58.3 million in the second quarter. CEO Sandeep Sahai described the results as "stunning" and highlighted positive feedback from clients, partners and analysts regarding the company's strategy. Clearwater is positioning itself as an investment management platform provider, demonstrating strong business model durability and predictability through its recurring revenue growth.