Implementation Associate

• 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.

Required Skills: 

• 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.

Education and Experience: 

• Bachelor’s degree in related field.

• 2+ years of relevant experience.

• Experience with relational database principles and SQL querying.

• INTERNAL: Open to Grade 4.2 & 5.