Full-Time

Implementation Associate

Posted on 11/13/2024

Clearwater Analytics

Clearwater Analytics

1,001-5,000 employees

Cloud-based investment management platform

Data & Analytics
Enterprise Software
Financial Services

Junior, Mid

Edinburgh, UK

Category
Financial Consulting
Consulting
Required Skills
SQL
Requirements
  • Understanding of TVOM, duration, yield, returns, and risk exposures.
  • Intermediate Technical Skills in Excel (basic formulas and formatting).
  • Knowledge of investment accounting policies and procedures preferred.
  • Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income preferred.
  • Project management skills 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.
  • Bachelor's degree in related field.
  • 2+ years of relevant experience.
  • Experience with relational database principles and SQL querying.
Responsibilities
  • Demonstrates a deep understanding of Clearwater's core value proposition and effectively communicates its value to clients.
  • Takes charge of the onboarding process for clients onto Clearwater's platform.
  • Conducts comprehensive training sessions for Clearwater's clients, ensuring they become proficient in using the Clearwater platform.
  • Communicates project status, issues, and risks in an effective and transparent manner.
  • Skillfully troubleshoots and resolves customer issues that may arise during the implementation phase.
  • Manages client and internal stakeholder relationships adeptly throughout the entire implementation process.
  • Provides valuable consultancy services to clients, ensuring that their goals align with the established project plans and objectives.
  • Identifies and promptly escalates any identified risks and issues to the Project Manager for appropriate action.
  • Applies acquired skills, procedures, and best practices in decision-making to successfully complete various tasks.
  • Earns trust by consistently delivering accurate, timely, and comprehensive responses to routine inquiries, both in written and verbal contexts.

Clearwater Analytics provides a cloud-based platform that helps organizations manage their investment portfolios. The platform serves various clients, including asset managers, corporations, insurers, and public sector entities, by offering tools for compliance, risk management, and performance analytics. It consolidates investment data into a single view, allowing clients to make informed decisions while automating manual processes like data reconciliation and reporting. This Software-as-a-Service (SaaS) model allows clients to subscribe to the platform, generating recurring revenue for Clearwater based on the assets under management. Clearwater stands out in the financial services market due to its industry recognition and endorsements from major financial institutions, emphasizing its transparency, accuracy, and ability to provide daily, audit-quality data. The company's goal is to simplify investment management, enabling clients to focus on achieving better investment outcomes.

Company Stage

IPO

Total Funding

$705.5M

Headquarters

Boise, Idaho

Founded

2004

Simplify Jobs

Simplify's Take

What believers are saying

  • Integration with Snowflake enhances data collaboration and AI capabilities for asset managers.
  • Expansion in EMEA with strategic hires strengthens Clearwater's global market presence.
  • Growing demand for real-time data analytics aligns with Clearwater's platform capabilities.

What critics are saying

  • Increased competition from fintech startups may erode Clearwater's market share.
  • Secondary offering of 25M shares could signal doubts about future growth prospects.
  • Expansion into EMEA exposes Clearwater to geopolitical risks and economic instability.

What makes Clearwater Analytics unique

  • Clearwater Analytics offers a cloud-based platform for investment management and analytics.
  • The platform automates data reconciliation and reporting, reducing manual workload for clients.
  • Clearwater's SaaS model provides recurring revenue through subscription fees based on AUM.

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