Full-Time
Product Marketing Manager
Asset Management/Hedge Funds
Updated on 9/3/2026
Clearwater Analytics
1,001-5,000 employees
Cloud-based investment accounting and analytics platform
Compensation Overview
$102k - $144k/yr
New York, NY, USA
Hybrid
Work from home on Fridays; may work from anywhere for three weeks per year.
Bachelor's
 Growth & Marketing (1) |
|---|
Get referred to Clearwater Analytics
See people who can refer or advise you
- At least 7 years of experience in product marketing or related roles in financial technology or capital markets.
- Direct experience with order management systems, portfolio management systems, or front-to-middle office investment platforms.
- Strong understanding of hedge fund and asset manager workflows, including trading, portfolio management, and operations.
- Proven ability to translate complex, real-time platforms into compelling market narratives.
- Strong competitive instincts and executive communication skills.
- A Bachelor of Arts or Bachelor of Science degree is required.
- Own positioning and messaging for Clearwater’s order management system and portfolio management system platform for hedge funds and asset managers.
- Articulate value across portfolio construction, order lifecycle management, execution workflows, real-time positions, and profit and loss.
- Develop differentiated narratives for portfolio managers, traders, chief operating officers, and heads of operations.
- Lead go-to-market planning for new order management system and portfolio management system capabilities, enhancements, and integrations.
- Translate product roadmaps into customer-ready value propositions, use cases, and launch assets.
- Partner with Brand, Demand Generation, and Field Marketing on segment-specific programs and launches.
- Position Clearwater clearly against incumbent and next-generation order management system and portfolio management system platforms.
- Develop competitive messaging, battlecards, and proof points grounded in real trading and portfolio workflows.
- Enable Sales to articulate Clearwater’s strengths in scalability, integration, data integrity, and operational efficiency.
- Build sales assets including pitch decks, demo narratives, solution briefs, and customer stories.
- Support strategic opportunities and executive-level conversations with tailored order management system and portfolio management system messaging.
- Equip Sales and Client Services to sell into complex, multi-strategy hedge fund environments.
- Develop a deep understanding of hedge fund and asset management operating models, strategies, and buyer personas.
- Gather and synthesize customer feedback, win/loss insights, and market trends.
- Influence product priorities by representing validated market needs to Product Management.
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
Get referred to Clearwater Analytics
See people who can refer or advise you
Simplify's Take
What believers are saying
- June 3, 2026 Compass, Total Portfolio Oversight, and Fund Analytics expand AI workflow automation.
- Orange Investment Advisors implemented Enfusion by March 10, 2026, proving front-to-back demand.
- TreasurySpring integration broadens cash-management use cases and deepens embedded distribution across institutional treasuries.
What critics are saying
- June 25, 2026 take-private loaded Clearwater with $3.5 billion private credit financing.
- Integrating Enfusion, Beacon, and Bistro risks delays, duplicated codebases, and customer confusion through 2027.
- Delisting destroyed public-market liquidity; sponsor pressure can force cost cuts over product investment.
What makes Clearwater Analytics unique
- June 25, 2026 buyout crowned Clearwater’s unified investment record across front, middle, and back office.
- June 3, 2026 AI products exploit $10 trillion of trusted institutional data.
- Enfusion, Beacon, and Bistro combine trading, risk, and accounting on one platform.
Help us improve and share your feedback! Did you find this helpful?
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
6 month growth
↑ 35%1 year growth
↑ 35%2 year growth
↑ 35%Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
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.
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.
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.
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.