Clearwater Analytics

Cloud-based investment accounting and analytics platform

Lead Implementation Associate

Implementation & Technical Account ManagementConfirmed live in the last 24 hours

Full-timeBoise, ID, USANo salary listedIn-person

About the Job

Requirements

General knowledge of investments and financial markets.
Understanding of TVOM, duration, yield, returns, and risk exposures.
Understanding of vanilla fixed income and equity investments.
Strong computer skills, including proficiency in Microsoft Office.
Excellent attention to detail and documentation skills.
Strong verbal and written communication skills.
Strong organizational, interpersonal, and analytical problem-solving skills.
A bachelor's degree in a related field.
One to eight years of relevant experience.

Responsibilities

Communicate Clearwater's core value proposition clearly to clients throughout the implementation process.
Follow Clearwater Way methodologies to guide clients through implementation and onboarding.
Support client training on Clearwater's platform.
Contribute to a project workstream, keeping stakeholders informed of status, issues, and risks.
Troubleshoot and resolve client issues that arise during implementation.
Build strong working relationships with client and internal stakeholders throughout the engagement.
Support project objectives by keeping day-to-day work aligned with the project plan.
Identify and escalate risks or issues to the Project Manager promptly.
Apply sound judgment to work through implementation challenges as they arise.
Respond to routine written and verbal inquiries accurately and on time.
Share knowledge and best practices with teammates as experience grows.
Document and suggest internal process and product improvements.
Bring forward ideas for improvement within the team.

Desired Qualifications

Exposure to investment accounting concepts.
Exposure to derivatives, alternatives, structured products, and/or fixed income investments.

Job Summary

Implementation Associates support the onboarding of new clients onto Clearwater's SaaS platform and service model. They work alongside clients and cross-functional Clearwater teams to gather requirements and help configure solutions that support each client's investment performance measurement, risk analysis, compliance monitoring, and reporting needs.

Responsibilities

Communicate Clearwater's core value proposition clearly to clients throughout the implementation process
Follow Clearwater Way methodologies to guide clients through implementation and onboarding
Support client training on Clearwater's platform
Contribute to a project workstream, keeping stakeholders informed of status, issues, and risks
Troubleshoot and resolve client issues that arise during implementation
Build strong working relationships with client and internal stakeholders throughout the engagement
Support project objectives by keeping day-to-day work aligned with the project plan
Identify and escalate risks or issues to the Project Manager promptly
Apply sound judgment to work through implementation challenges as they arise
Respond to routine inquiries — written and verbal — accurately and on time
Share knowledge and best practices with teammates as experience grows
Document and suggest internal process and product improvements
Bring forward ideas for improvement within the team

Required Skills

General knowledge of investments and financial markets; exposure to investment accounting concepts a plus
Understanding of TVOM, duration, yield, returns, and risk exposures
Understanding of vanilla fixed income and equity investments
Exposure to derivatives, alternatives, structured products, and/or fixed income a plus
Strong computer skills, including proficiency in Microsoft Office
Excellent attention to detail and documentation skills
Strong verbal and written communication skills
Strong organizational, interpersonal, and analytical problem-solving skills

Education and Experience

Bachelor's degree in a related field
1–8 years of relevant experience

About the Company

Clearwater Analytics

Cloud-based investment accounting and analytics platform

Clearwater Analytics provides a cloud-native SaaS platform for investment accounting, reporting, and analytics used by institutional investors worldwide. The core product is a single-instance, multi-tenant system that ingests data from many sources, reconciles and enriches it, and serves as the single source of truth for client portfolios. It offers integrated modules for investment accounting, performance measurement, regulatory reporting, compliance monitoring, and risk analytics across all asset classes. The company differentiates itself by delivering a unified front-to-back office platform that replaces fragmented legacy systems, and it grows through acquisitions to broaden cross-asset capabilities with a recurring revenue model based on assets under management.

Company size: 1,001-5,000
Company stage: IPO
Headquarters: Boise, ID
Founded: 2004

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