Implementation Analyst

• Manages relationships with clients and internal stakeholders throughout the implementation process.

• Facilitates the onboarding of clients onto Clearwater’s platform.

• Conducts training sessions to educate Clearwater’s clients on how to effectively use the Clearwater platform.

• Effectively communicates project status, issues, and risks to all relevant parties.

• Proactively troubleshoots and resolves customer issues that may arise during the implementation phase.

• Provides valuable consultancy services to clients, ensuring that project objectives align with the established project plans.

• Identifies and promptly escalates any identified risks and issues to the Project Manager for appropriate action.

• Demonstrates the ability to self-learn and reaches out to designated resources when assistance or support is needed.

Required Skills: 

• Beginner Technical Skills in Excel (basic formulas and formatting).

• Beginner Technical Skills and understanding of SQL and relational database concepts – is preferred (math and logic).

• Strong knowledge of accounting and understand/applies basic rules of accounting.

• Securities or financial markets knowledge - derivatives, alternatives, structured products, and/or fixed income preferred.

• Strong computer skills, including proficiency in Microsoft Office Suite. 

• Excellent attention to detail and strong documentation skills. 

• Outstanding verbal and written communication skills. 

• Strong organizational and interpersonal skills.

• Exceptional problem-solving abilities.

• Strong Analytical skills, being able to solve complex math problems.

Education and Experience: 

• Bachelor’s degree in Business Administration or related field.

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

• RSUs as well as employee stock purchase plan and 401k with match  

• Work from anywhere 3 weeks out of the year 

• Work from home Fridays