Guide clients through Clearwater PMS implementations, including platform customization, workflow consulting, data migration, reporting setup, and financial system configuration. Manage client relationships, project milestones, dependencies, risks, and stakeholder communication. Collaborate with internal teams to troubleshoot trading, accounting, P&L, and interface issues while identifying process improvement opportunities.
The Role:
Subject Matter Expert - Implementation will act as a guide and subject matter expert for clients when implementing Clearwater’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.
Responsibilities:
- 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 Clearwater 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 Clearwater 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.
Required Skills:
- 5+ 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
- 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.
Education and Experience:
- Bachelor’s degree or above in Accounting or Finance-related field, or experience in relevant area of specialization.
- 5+ years’ relevant experience.
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