What are the responsibilities and job description for the Sr. Subject Matter Expert - Implementations (Portfolio Management System) position at Clearwater Analytics (CWAN)?
The Team:
The Client Onboarding team is spread across three verticals (PMS, OEMS, and Managed Services Implementation) and is responsible for ensuring a smooth and efficient onboarding process for new clients. These teams act as the face of Enfusion platform to our buy-side clients including traders, portfolio managers and operational users throughout the project lifecycle and serve as the central point of contact for internal Clearwater teams including Product, Technology, and Account Management.
The Role:
The PMS Implementation Subject Matter Expert will act as a guide and subject matter expert for clients when implementing Enfusion’s PMS (Portfolio Management System). This role will build strong PMS product knowledge, manage a positive relationship with our clients, understand and apply project methodologies and risk management processes, development requirement documents, summarize data, and be the point person for client-facing communication.
What You’ll Do:
$85,000 - $120,000
This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class
The Client Onboarding team is spread across three verticals (PMS, OEMS, and Managed Services Implementation) and is responsible for ensuring a smooth and efficient onboarding process for new clients. These teams act as the face of Enfusion platform to our buy-side clients including traders, portfolio managers and operational users throughout the project lifecycle and serve as the central point of contact for internal Clearwater teams including Product, Technology, and Account Management.
The Role:
The PMS Implementation Subject Matter Expert will act as a guide and subject matter expert for clients when implementing Enfusion’s PMS (Portfolio Management System). This role will build strong PMS product knowledge, manage a positive relationship with our clients, understand and apply project methodologies and risk management processes, development requirement documents, summarize data, and be the point person for client-facing communication.
What You’ll Do:
- Manage new client implementations and serve as the first point of contact for new clients regarding platform customization, Q&A and workflow consulting.
- Consult with clients to match their current and desired business processes with Enfusion software and services solutions.
- Engage senior client and internal stakeholders to review project progress and task-level status.
- Liaise with internal production team to support Data migration, Interfaces, Trading workflows, troubleshoot P&L and accounting issues.
- Facilitate the setup of various components Enfusion software such as Funds, Brokers, Trade Commissions, Market Environment, GL accounts, etc. based on unique client requirements.
- Facilitate the setup of custom Position, Trade and Accounting reporting requirements.
- Identify opportunities for process improvement and documentation in the Implementation workflow and other internal processes.
- 8 years of experience in the hedge fund or asset management industry, including front, middle, and back office workflows.
- 5 years of Fintech onboarding and / or software implementation experience preferred
- Bachelors’ degree or higher in an applicable field of study.
- A client-service mentality and collaborative work style
- Strong client-facing communication and analytical skills are paramount.
- Solid project management / milestone / dependency tracking experience with an ability to identify and escalate project risks
- Ability to manage competing priorities and deliver with high quality.
- Thorough knowledge of a wide range of both listed and OTC financial products.
- Experience with commercial Order Management, Portfolio Management and Investment Record keeping software
- Business casual atmosphere
- Team focused culture that promotes innovation and ownership
- Access cutting edge investment reporting technology and expertise
- RSUs as well as employee stock purchase plan and 401k with match
- PTO and volunteer time off to give back to the community
- Defined and undefined career pathways allowing you to grow your own way
- Work from anywhere 3 weeks out of the year
- Work from home Fridays
- Maternity and paternity leave
$85,000 - $120,000
This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class
Salary : $85,000 - $120,000