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Subject Matter Expert - Implementations

External
clearwateranalytics logoClearwateranalytics · Office - Edinburgh
Full-timeOn-siteToday
Excel
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Responsibilities

  • Develop and apply deep domain expertise to evaluate requirements and configure solutions to meet a wide range of investment accounting and reporting needs for Clearwater's largest clients.
  • Develop a deep understanding of Clearwater's product.
  • Strategize with development teams to enhance our product offering, improve our client on-boarding experience, shorten delivery time frames , and develop repeatable, scalable processes.
  • Effectively communicate and collaborate with a global team to resolve problems and client inquiries accurately and efficiently.
  • Spread your knowledge by designing and implementing training materials and SOPs.
  • Managed assigned projects and coordinate necessary resources.
  • Required Skills:
  • Knowledge of investment accounting policies and procedures
  • Knowledge of: Securities or financial markets, especially derivatives, alternatives, structured products, and/or fixed income , is good to have.
  • Understanding of challenges in the industry (reporting, accounting, data...)
  • Proven history of proficient Excel use
  • Ability to concisely convey information through verbal and written communication.
  • Dynamic problem-solving skills, and an innate sense of curiosity with motivation to continually learn and solve problems for our clients.
  • Excellent organizational and interpersonal skills
  • Education and Experience:
  • Bachelor's degree in Accounting , Finance, or related discipline
  • R elevant experience in any of the following: Asset Management, Insurance, Audit, FinTech, Investment Accounting, or Investment Operations

Benefits

Vision insurance

Additional Information

About Clearwater Analytics® Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organisations make the most of investment portfolio data with cloud-native software and client-centric servicing. Every day, investment professionals worldwide trust Clearwater to deliver timely , valida t ed investment data and in-depth reporting. Job Description: The Global Delivery division is responsible for onboarding all new clients onto Clearwater's SaaS platform. As SME , you will work on a variety of client implementations to provide domain expertise in investment accounting, financial markets, and regulatory reporting. You will be an integral part of a collaborative division spanning Analysts, Team Leads and Pro ject and Pro gram Managers.


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