Job Summary: The Quantitative Financial Analyst (QFA) plays a crucial role in designing and testing financial models at Clearwater. They work with a diverse range of financial products and quantitative modeling techniques across various asset classes, encompassing risk metrics, amortization, and performance models. This role involves access to back-office pricing systems and validation libraries for benchmarking and model testing. The QFA conducts research on different financial models and suggests optimal solutions, effectively communicating and coordinating outcomes with relevant departments. Responsibilities: Researches and develops mathematical models for advanced financial calculations. Develops, maintains, and executes test plans for financial models. Researches and analyzes various data to determine proper inputs for financial models. Performs hands-on testing of new financial products or enhancements to existing products. Should have IT work experience – conversant with software Should know how to read financial docs – like balance sheet, financial summary, financial statements. Defines complex scenarios and variations in data to adequately test the functionality. Monitors and investigates the automated test results. Submits defects in defect tracking system and retests and verifies these defects once they are fixed. Interacts with other Financial Subject Matter Experts (SMEs) and development teams to identify and refine requirements. Reviews and provides feedback on requirements, design, and scope documents. Assists with education and training regarding enhancements or newly created financial models. Assists developers in analyzing unexpected regressions for a code change. Understands the data model for their domain, including the data consumed and produced by the code base. Works with other teams to validate cross team changes. Builds productive internal/external working relationships. Verifies code changes that impact calculation methodologies within the projects they are working on. Performs Acceptance testing where appropriate. Required Skills: Extremely strong quantitative skills and advanced mathematics. Should know how to read financial docs – like balance sheet, financial summary, financial statements. 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. CFA Level 1 Education and Experience: Bachelor's/master's degree in finance, Economics, Engineering, Mathematics, or a related field. 2+ years of relevant experience. Experience in Performance Measurement Techniques including risk adjusted returns and alternative asset performance measurement methods. Experience in Fixed Income Securities and Risk Analytics including cash flow analysis, OAS, and numerical methods. Experience with Stochastic Modeling of Financial Markets. Experience in Derivatives Pricing Models and Computing Implied Volatility. SQL/Database experience. Should be BCom / MBA Finance. Show more Show less

Responsibilities: Drive company-wide alignment to pay bands, job architecture, etc. – in addition to special projects Responsible for the data quality reviews, data analysis, ad hoc projects, and various reporting needs for Talent Management team. Required Skills: Excellent analytical and reporting skills. Ability to work with multiple sets of data. Exceptional organizational and time management skills. Highest level of integrity and management of confidential information. Previous experience and working knowledge of people and talent operations, reporting, general analytics, and spreadsheet modeling. 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. Education & Experience: Bachelor's degree in management of information systems (MIS), Information Technology (IT), or related field from a reputed college. 1+ years of relevant experience within a support role managing and maintaining systems. Show more Show less

Job Summary: Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal role in delivering prompt, precise, and comprehensive responses to client queries, with the ultimate objective of efficiently resolving a substantial number of issues while ensuring that clients become enthusiastic advocates of Clearwater. Responsibilities: Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets. Deliver timely and accurate information regarding Financial Statements & Analytics Reporting. Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation. Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user. Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions. Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems. Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work. Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams. Deal with some of the more complex client queries. Assist in training, developing, and coaching more junior staff members, and conduct oversight on their work. Required Skills: Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts. Familiarity with the core offering of Accounting, Compliance, Risk, and Performance reports. Intermediate understanding of fixed income and equity investments; a basic knowledge of alternative security types preferred. Prior experience in finance and/or accounting. 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. Education and Experience: Bachelor’s degree or higher in Accounting or Financial/Business-related field. 2+ years of relevant experience. Show more Show less

Job Summary: Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal role in delivering prompt, precise, and comprehensive responses to client queries, with the ultimate objective of efficiently resolving a substantial number of issues while ensuring that clients become enthusiastic advocates of Clearwater. Responsibilities: Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets. Deliver timely and accurate information regarding Financial Statements & Analytics Reporting. Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation. Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user. Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions. Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems. Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work. Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams. Assist in training and coaching more junior team members. Required Skills: Good understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts. Intermediate understanding of fixed income and equity investments. Finance and/or accounting experience 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. Education and Experience: Bachelor’s degree or higher in Accounting or Financial/Business-related field. 1+ years of relevant experience. Show more Show less

Job Summary: Client Servicing Associates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal role in delivering prompt, precise, and comprehensive responses to client queries, with the ultimate objective of efficiently resolving a substantial number of issues while ensuring that clients become enthusiastic advocates of Clearwater. Responsibilities: Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets. Deliver timely and accurate information regarding Financial Statements & Analytics Reporting. Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation. Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user. Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions. Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems. Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work. Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams. Assist in training and coaching more junior team members. Required Skills: Good understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts. Intermediate understanding of fixed income and equity investments. Finance and/or accounting experience 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. Education and Experience: Bachelor’s degree or higher in Accounting or Financial/Business-related field. 1+ years of relevant experience. Show more Show less

Job Summary: A career as a Service Delivery Manager will provide you with the opportunity to establish and maintain strong relationships with some of the largest insurers, asset managers, corporations and/or government entities as you manage daily client engagement, reporting, and operational performance. You will be critical to our client retention while utilizing your financial services and strong relationship management background. If you enjoy engaging with both internal and external stakeholders, are energized by working within a high performing team and find value in solving problems for others, you will thrive in this role. Responsibilities: Plan and oversees the fulfillment of accurate daily/monthly/quarterly/annual reporting support and service for clients. Manages Client Engagement Model & client health reporting. Ensures quality servicing and operational performance within the parameters of delivery standards (standard operating procedures). Ensures client engagement from the daily user to the decision-maker level of the client. Manages delivery metrics. Provides guidance and mentorship to analysts. Providing training to clients. Coordinates and is involved in resolution of daily client inquiries and projects. Develop client relationships and expands network at those organizations, understanding client business and product needs. Strategic planning of service delivery to drive usage and proactive in service and support to reduce client downtime and support costs. Collaborate with sales and support groups to demonstrate the value of support offered to clients and identify business opportunities for expanded support. Maintain knowledge of product enhancements and the changing investments accounting industry. Helps aggregate client feedback and provides guidance to improve operationally and expand the product offering. Required Skills: Working knowledge of financial services and investment accounting. Working knowledge of structured products, derivatives, fixed-income securities, etc. preferred. Self-starter proactively seeks out solutions and expertise. Able to execute in a fast paced and sometimes ambiguous environment. 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. Education and Experience: Bachelor's degree in accounting or similar field or relevant experience in Investment. Management, Insurance, FinTech, Investment Accounting, Financial Services, or Investment Operations. 5+ Years of experience. Show more Show less

Job Summary: The Implementation Team Lead oversees a high-performing team of analysts and subject matter experts dedicated to supporting the onboarding of new Clearwater clients. They handle performance management, identify learning opportunities, and serve as an escalation point for important inquiries. Leveraging their expertise in complex financial instruments and accounting, they apply domain knowledge to ensure successful client onboarding. Additionally, they play a crucial role in facilitating knowledge transfer and seamless handovers between Sales, Global Delivery, and steady-state Operations teams. Responsibilities: Lead, mentor, train, and retain a team of up to 5 members. Identify improvement opportunities and initiate solutions within the role and team. Excel in applying Clearwater Way methodologies for client onboarding, including aligning with CW's Client Engagement Model. Directly interact with subordinates and functional peer groups on a daily basis. Demonstrate effective management of both people and projects. Operate within a global framework, coordinating operational teams across different time zones. Required skills: Intermediate Technical Skills in Strategic tools (Clarizen, Salesforce, Insight Squared, Paylocity). Securities and financial markets knowledge. Familiarity with accounting and reporting for fixed income, structured products, and/or derivatives. 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. Education and Experience: Certified Bachelors/Masters course in related field. 2+ years of relevant experience in managing and leading implementation teams. Experience with Project Management tools. Experience with MS SQL or similar relational databases. Show more Show less

Responsibilities: Managing user access roles and permissions, as well as monitoring and reviewing user access activities for exceptions and areas in need of improvement. Oversee the administration and configuration of our identity access management (IAM) systems and tools, including directory services and access control systems, ensuring the accurate and efficient provisioning and deprovisioning of user accounts. Collaborate with cross-functional teams, including Information Security, the IT service desk, and audit/compliance to ensure the alignment of identity governance practices with overall IT security and compliance objectives. Provide subject matter expertise and support during audits and compliance assessments, particularly SOX and SOC. Document identity governance processes, procedures, and system configurations. Identify opportunities for process improvement and automation to enhance user experience, efficiency, and security. Required qualifications: Solid technical leadership skills to provide direction, guidance, and support to the team. Experience with an identity governance and administration platform Advanced knowledge in authentication systems including SSO, MFA, and Conditional Access policies Proficiency in administrating Active Directory, Entra ID (Azure AD) Experience working within a ticketing system such as Jira or ServiceNow Strong scripting (Powershell) and process automation skills (with, for example, Ansible, Logic Apps, or Workato) Excellent attention to detail and strong documentation skills. Outstanding verbal and written communication skills. Strong organizational and interpersonal skills. Exceptional problem-solving abilities. Preferred Qualifications Demonstrated experience with SailPoint IdentityNow and/or IdentityIQ (SailPoint certifications are highly valued) Education and Experience: Bachelor’s degree in Information Systems, Computer Science, or a related field preferred. 7+ years of relevant experience. Show more Show less

Job Summary: The Global Delivery division is responsible for onboarding all new clients onto Clearwater’s SaaS platform. An SME works on a variety of client implementations to provide deep domain expertise including Solvency II reporting or Derivatives & Alternatives asset classes. They are an integral part of a collaborative division spanning analysts, team leads and program managers. Collaborating with development teams, they strategize and enhance our product offering, streamline the client onboarding experience, and expediate delivery timeframe through scalable processes. Responsibilities: Implements and onboards clients proficiently, aligns with Clearwater's Client Engagement Model, and provides necessary support. Identifies opportunities for improvement proactively and takes the lead in implementing solutions within their role or team. Guides peers on industry knowledge, even as Clearwater-specific assumptions and functionality continue to develop. Understands and applies Clearwater's core value proposition (aggregate, reconcile, report) in a general context and is in the process of developing knowledge in at least one specific market/regulatory regime (e.g., IM, US insurance, Solvency II, Local GAAP, Canadian insurance). Handles financial accounting and Investment statements with confidence, utilizing dashboards, report manager, formulas, advanced grouping, and filtering. Familiarizes themselves with Clearwater's core offering of Accounting, Compliance, Risk, and Performance reports and actively builds a repertoire of user stories, which serve as best practices. Communicates and collaborates effectively with a global team to resolve problems and address client inquiries accurately and efficiently. Shares knowledge by designing and implementing training materials and Standard Operating Procedures (SOPs) while also contributing to thought leadership and whitepapers. Serves as a trusted client advocate and is on the path to becoming a confident client advisor as expertise develops. Required skills: Intermediate Skills in Project management tools (Clarizen, Salesforce, JIRA), and Clearwater tools/skills associated with area of expertise (e.g., asset classes, accounting). Intermediate Knowledge of investment accounting policies and procedures. Intermediate knowledge Equities, Fixed Income, and structured products. Proven history of proficient Excel use. Dynamic problem-solving skills, and an innate sense of curiosity. Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income. Intermediate Experience with General Ledger systems (e.g., Workday, Peoplesoft) and period-end close processes. Intermediate Project management & Leadership skills. 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. Education and Experience: Certified Bachelors/Masters course in Finance or Accounting or related field. 6+ years of relevant experience in a related field. Show more Show less

Job Summary: The Procurement Specialist will play a crucial role in managing the procurement process for our organization. This individual will be responsible for sourcing, negotiating, and purchasing materials, supplies, and services that meet the organization's requirements. The ideal candidate will possess strong analytical skills, attention to detail, and an ability to build relationships with vendors and stakeholders. Key Responsibilities: Develop and implement procurement strategies that align with the organization’s goals and objectives. Manage the end-to-end procurement process, including sourcing, evaluation, negotiation, and award of contracts to suppliers. Conduct market research to identify potential suppliers and evaluate existing ones for performance, cost, and quality. Prepare and issue requests for proposals (RFPs), requests for quotations (RFQs), and other procurement documentation. Analyze supplier performance and manage relationships to ensure adherence to contracts and service level agreements. Collaborate with various departments to identify procurement needs and develop specifications for goods and services. Monitor inventory levels and establish reorder points to maintain appropriate stock levels. Maintain accurate records of purchases, pricing, and other procurement data. Ensure compliance with organizational policies, procedures, and relevant regulations in the procurement process. Assist in budget development and management related to procurement activities. Participate in training and development of staff on procurement policies and procedures. Qualifications: Bachelor’s degree in business, Supply Chain Management, or a related field. 3+ years of experience in procurement, purchasing, or supply chain management. Strong negotiation, communication, and interpersonal skills. Proficiency in procurement software and Microsoft Office Suite (Excel, Word, PowerPoint). Knowledge of supply chain management principles and practices. Excellent analytical and problem-solving abilities. Ability to work independently and collaboratively in a fast-paced environment. Familiarity with contract management and vendor relationship management. Show more Show less

Job Summary: Client Servicing Team Leads are responsible for leading and managing a team of client servicing professionals, focused on maximizing employee engagement, and building a culture of teamwork, collaboration, continuous improvement, empowerment, and accountability. They lead from the front and provide guidance, support, and coaching to team members and contribute to strategic planning, hiring decisions, team structure, and succession planning. They collaborate with cross-functional internal teams to identify areas for process optimization, implement best practices, and drive operational excellence within the Client Servicing division. They lead from the front by building and maintaining strong relationships with clients, playing a critical role in daily client success. Responsibilities : Monitors the teams’ delivery to the client, allocating work, ensuring quality delivery, and providing team level training or knowledge management where required. Owns the preparation and execution of regular 1-on-1s and biannual performance management reviews; identifies and facilitates learning and career growth opportunities for the team. Designs, implements, and tracks quantitative and qualitative metrics to measure the success of projects, people, and processes; key success metrics include NPS, CSAT, CEM, SLA delivery, Retention, ESS, Gross Margin, Client Churn, Automation improvements, and employee attrition. Leads SteerCos and client relationship reviews, whilst also acting as a confident, knowledgeable, and patient escalation point for any client issues. Helps build a differentiated offering by strategies with product management and development teams to improve our client offering, operational tooling, supporting sales efforts, develop repeatable and scalable processes. Ensures the seamless transition of newly onboarded clients into steady-state client servicing operations. Make use of tooling to monitor and drive team performance (Salesforce, Workday, Power BI, etc.). Required Skills: Familiarity with insurance and/or investment management market concepts a plus. Ability to communicate information clearly, concisely, and confidently in written and verbal contexts, including small and large group settings for both internal and external (client-facing) audiences. Microsoft Excel (VLookUp, SUMIF, Pivot Tables, VBA, etc.). 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. Education and Experience: Bachelor’s degree in Accounting, Finance, Business, Mathematics, Sciences, or related field. 7+ years of directly applicable experience (reconciliation, accounting, or finance). 2+ years demonstrated success in a people manager role. Experience delivering measurable KPIs weekly and monthly in prior roles. Experience working in the finance or FinTech industry, with a knowledge of investment accounting or investment operations preferred. Show more Show less

Job Summary: Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal role in delivering prompt, precise, and comprehensive responses to client queries, with the ultimate objective of efficiently resolving a substantial number of issues while ensuring that clients become enthusiastic advocates of Clearwater. Responsibilities: Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets. Deliver timely and accurate information regarding Financial Statements & Analytics Reporting. Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation. Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user. Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions. Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems. Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work. Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams. Deal with some of the more complex client queries. Assist in training, developing, and coaching more junior staff members, and conduct oversight on their work. Required Skills: Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts. Familiarity with the core offering of Accounting, Compliance, Risk, and Performance reports. Intermediate understanding of fixed income and equity investments; a basic knowledge of alternative security types preferred. Prior experience in finance and/or accounting. 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. Education and Experience: Bachelor’s degree or higher in Accounting or Financial/Business-related field. 2+ years of relevant experience. Show more Show less

Clearwater's mission is to be the world's most trusted and comprehensive technology platform that simplifies the entire investment lifecycle. We empower our clients to run efficient investment accounting operations, provide an auditable SaaS platform for integrated investment accounting, analytics, and reporting, foster a diverse and collaborative culture of innovation and excellence, and contribute to our local communities to make a meaningful impact on society. In this role, you will Build and support low-latency data pipelines, optimize data models, and ensure data quality and security. Develop and implement comprehensive data governance policies Design, develop, and document the schemas for our data warehouse Leverage workflow orchestration concepts Create comprehensive documentation for various data pipeline primitives Troubleshoot and resolve production support issues involving our data pipelines Measure and bring awareness to pipeline performance metrics, advocating for optimization efforts Continuously build your skills through regular code reviews, training, mentoring, and access to free trainings on Udemy for Business. About The Technology We leverage a range of technologies to support the development of quality data infrastructure, including: Snowflake as our enterprise data warehouse, with Airflow for workflow orchestration DBT, Prophecy, and Python for developing ELT processes Amazon Web Services as our public cloud provider, with configuration controlled by Terraform and Helm OpenSearch, Dynatrace, and Snowflake-native tooling for logging and monitoring. Git repositories hosted on Gitlab for code management. Atlassian (Jira, Confluence), Office365 (including Microsoft Teams), and Zoom for communication. Quality hardware to support development and communication on Windows or Mac platforms. We would love to hear from you if you have 7+ years of enterprise data engineering experience (data warehousing, ETL development, data modelling, scalable Enterprise Data Warehouse (EDW) solutions, etc.). 3+ years of experience leveraging Snowflake and its various capabilities. Examples of leverage dimensional modeling/star schema design concepts in enterprise implementations Experience with both DBT and Python development Snowflake performance tuning expertise Exceptional leadership and mentorship skills. Enthusiasm for data engineering work in a software-as-a-service company. Driven by client satisfaction. Strong communication and teamwork skills. Ability to manage own time and deliver expected results on time. Commitment to continuous learning and improvement. Exceptional problem-solving and analytical skills. Experience running data through a public cloud provider. About Clearwater Analytics Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations 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, validated investment data and in-depth reporting. Clearwater aggregates, reconciles, and reports on more than $8 trillion in assets across many Fortune 500 clients. If you are passionate about joining a dynamic team and contributing to a world-class technology platform, we invite you to apply and be part of our mission to simplify the investment lifecycle. Show more Show less

Job Summary: The Reconciliation Analyst's role involves reconciling investment portfolio transactions and holdings with data obtained from external portfolio providers through a state-of-the-art web-based system. They are responsible for ensuring the timely delivery of accurate and detailed portfolio status updates to clients daily. Responsibilities: Meets daily deadlines for the review and update of reporting data. Investigates and takes action on identified issues within the reconciliation system. Creates and maintains valuable relationships with data providers, clients, and service delivery managers. Effectively communicates with internal and external parties to submit inquiries and provide timely updates on relevant issues. Collaborates with product teams on internal projects, acting as a key stakeholder for improvement. Investigates and acts on opportunities to streamline workflows. Provides support and mentorship to other analysts as a subject matter expert. Applies creativity and deep problem-solving skills to resolve complex issues. Acts as a liaison with leadership, clients, and other departments to resolve problems. Drives initiatives for company and team improvement. Monitors and analyzes success metrics, providing support where applicable. Applies market expertise, technical knowledge, and reconciliation concepts to advise on internal and external inquiries. Creates and presents training materials for the department, drawing on relevant expertise. Manages client calls with leadership and stakeholders or sits in on calls for support and experience. Required Skills: Intermediate understanding of investment, financial, and accounting concepts. Finance and/or accounting experience preferred. Intermediate knowledge of GAAP and at least one non-GAAP acc Show more Show less

Job Summary: The Senior Product Manager will be responsible for designing, developing, and overseeing activities related to the Clearwater investment data management platform. Out market leading, cloud-based investment data hub acts as a single version of truth for both Internal stakeholders and external client reporting delivering value through a comprehensive data model. Reporting to a senior product leader based in the U.S, this role will oversee defining the product requirements and planning its development to production and working closely with clients to make them successful. Additionally, the Product Manager is tasked with crafting the product roadmap necessary to achieve bookings, client NPS, and gross margin targets associated with their component. To facilitate growth, the product manager will collaborate with internal stakeholders, clients, and prospects to identify new product capability requirements. They maintain close collaboration with their development teams to ensure the successful creation and introduction of these new capabilities to the market. Furthermore, the Product Manager takes charge of testing and implementing these fresh features with clients and actively promotes future growth to a broader audience of Clearwater clients and prospects. Responsibilities: Team Span: responsible for handling 2 – 3 scrum teams spanning 12 – 15 engineers Continuously evaluate current data platform, and build a short (0 – 6 months), medium (6 – 12 months) and longer-term roadmap for a highly scalable, automated and resilient data platform Prioritize decisions across products with data driven justification Establish alignment on the product roadmap among multiple development teams. Efficiently lead the development of cross-product capabilities. Contribute to the formulation of the department's development and training plan. Advocate for a culture of communication throughout the organization. Build release specific product briefs that articulate the client problem for target personas, value, priority and high-level approach Keep current with latest technology development in data management, competitors and apply those insights to CW product strategy and execution. Required Skills: Prior experience in Investment management industry with strong knowledge of Security Reference, Trade, Analytics, Pricing, Accounting (ABOR/IBOR) , Performance, Risk, Custody data domains is a must have. Proven ability to manage roadmaps for data pipelines, Data management feature/functions (Data Quality, Data Governance, Information delivery etc.) including execution, implementation, and influencing skills within the asset management space. 8+ years of experience of as a Product Manager that owns all aspects of a successful product throughout its lifecycle in a B2B enterprise SaaS environment. Knowledge of capital markets and expertise in equity, fixed income and derivatives is key At least 5 years of experience in structured financial data management platforms across one or more of these: master data management, ETL/ELT, data warehousing or data lake house Exemplary interpersonal, communication, and project management skills Excellent team and relationship building abilities, with both internal and external parties (engineers, business stakeholders, partners, etc.). Ability to work well under pressure, multitask, and maintain keen attention to detail. Strong leadership skills, including ability to influence via diplomacy and tact. Experience working with Cloud Platforms (AWS/Azure/GCP). Ability to work with relational and databases. Excellent attention to detail and strong documentation skills. Outstanding verbal and written communication skills. Strong organizational and interpersonal skills. Exceptional problem-solving abilities. Openness to work and coordinate in US time zone Education Background: Bachelor's/master’s degree in computer science, engineering or a related field. In absence of a technical education, proven hands-on technical experience will be required. Nice to have: Experience of working in asset management company or insurance firm is helpful CFA, FRM cleared candidates get an added advantage Experience of working on AI, machine learning and/or LLM based projects is an edge Experience of working with Portfolio managers, traders, researchers is valuable Knowledge, experience of working on private assets is helpful Show more Show less

Job Summary: This is a key, strategic position that will lead the division responsible for building and enhancing Clearwater’s end-to-end asset management platform that simplifies the entire investment lifecycle for large, mid-size, and small firms. The teams you lead are building the most modern and powerful SaaS Web & Cloud solution available. Within the role, you will be responsible for software solution, processes and people - ensuring high-quality software development and the delivery of business goals assigned to the team, ensuring team processes are understood, followed, and improved, and developing and evaluating personnel to ensure efficient operation, continued growth, and positive employee engagement. Responsibilities: The individual is responsible for leading a technology team that develops software to cover Front to Back-office life cycle, used by major Asset management and Insurance firms, fixed income asset managers, and financial security traders covering Global markets. Lead and manage a team of 50+ Developers. Develop and implement software engineering strategies, policies, and procedures. Oversee the design, development, and maintenance of software systems. Ensure the delivery of high-quality software products on time and within budget. Collaborate with other departments (e.g., Product, Sales, Operations) to align engineering objectives with business goals. Foster a culture of collaboration, continuous improvement, and innovation. Manage recruitment, retention, and professional development of engineering staff. Handle budgeting and resource allocation for the engineering department. Accountable for ensuring the team's success, growth, and productivity. Provide training, guidance, and mentorship to team members. Required Skills: Strong technical background with hands-on experience in software development. Experienced in providing technical feedback and guidance on architecture, code review, and best practices. Experience with modern financial services technology platforms; domain knowledge of all the aspects of asset management life cycle, preferred. Excellent leadership and team management skills. Strong organizational and interpersonal skills. Experience with agile development methodologies. Excellent communication skills to effectively interact with clients, technical teams, and management to gather requirements, estimate tasks, and meet deadlines. Proficient in conflict resolution and driving consensus to achieve common goals within and across teams. Proficient in working with relational and NoSQL databases. Professional experience with Cloud Platforms such as AWS, Azure, or GCP. Professional experience with Java, Java Spring and React technologies. Strong problem-solving skills and the ability to make sound decisions quickly. Fluency in French and English Education and Experience : A bachelor’s degree in computer science, Engineering, or a related field is preferred. Over 14 years of professional experience in software development and 7+ years of experience leading a development team. Has already had significant responsibilities (Architect, Director CTO...) within a software publisher developing technologically modern software. Show more Show less

Job Summary: The Senior Product Manager will be responsible for designing, developing, and overseeing activities related to the core Clearwater investment data management platform. Our market leading, cloud native, single instance multi-tenant architecture intakes data from 1200+ sources and creates a golden source of truth. To facilitate growth, the product manager will collaborate with internal stakeholders, clients, and prospects to identify new product capability requirements. They maintain close collaboration with their development teams to ensure the successful creation and introduction of these new capabilities to the market. Furthermore, the Product Manager takes charge of testing and implementing these fresh features with clients and actively promotes future growth to a broader audience of Clearwater clients and prospects. Responsibilities: Team Span: responsible for handling 2 – 3 scrum teams spanning 12 – 15 engineers Continuously evaluate current data platform, and build a short (0 – 6 months), medium (6 – 12 months) and longer-term roadmap for a highly scalable, automated and resilient data platform Prioritize decisions across products with data driven justification Establish alignment on the product roadmap among multiple development teams. Efficiently lead the development of cross-product capabilities. Contribute to the formulation of the department's development and training plan. Advocate for a culture of communication throughout the organization. Build release specific product briefs that articulate the client problem for target personas, value, priority and high-level approach Keep current with latest technology development in data management, competitors and apply those insights to CW product strategy and execution. Required Skills: Prior experience in Investment management industry with strong knowledge of Security Reference, Trade, Analytics, Pricing, Accounting (ABOR/IBOR) , Performance, Risk, Custody data domains is a must have. Proven ability to manage roadmaps for data pipelines, Data management feature/functions (Data Quality, Data Governance, Information delivery etc.) including execution, implementation, and influencing skills within the asset management space. 8+ years of experience of as a Product Manager that owns all aspects of a successful product throughout its lifecycle in a B2B enterprise SaaS environment. Knowledge of capital markets and expertise in equity, fixed income and derivatives is key At least 5 years of experience in structured financial data management platforms across one or more of these: master data management, ETL/ELT, data warehousing or data lake house Exemplary interpersonal, communication, and project management skills Excellent team and relationship building abilities, with both internal and external parties (engineers, business stakeholders, partners, etc.). Ability to work well under pressure, multitask, and maintain keen attention to detail. Strong leadership skills, including ability to influence via diplomacy and tact. Experience working with Cloud Platforms (AWS/Azure/GCP). Ability to work with relational and NoSQL databases. Excellent attention to detail and strong documentation skills. Outstanding verbal and written communication skills. Strong organizational and interpersonal skills. Exceptional problem-solving abilities. Openness to work and coordinate in US time zone Education Background: Bachelor's/master’s degree in computer science, engineering or a related field. In absence of a technical education, proven hands-on technical experience will be required. Nice to have: Experience of working in asset management company or insurance firm is helpful CFA, FRM cleared candidates get an added advantage Experience of working on AI, machine learning and/or LLM based projects is an edge Experience of working with Portfolio managers, traders, researchers is valuable Knowledge, experience of working on private assets is helpful Show more Show less

Job Summary This role will report into Chief Accounting Officer. This position will be responsible to lead the seamless financial integration of the acquired entities / business into Clearwater’s existing operations, as well as to drive automation in current accounting processes. The ideal candidate will have a strong background in systems automation, project management, and process optimization, with excellent communication skills to align stakeholders across both organizations. This role is crucial for ensuring that acquired businesses’ systems and processes are effectively integrated, delivering value and efficiency across our unified operational framework. Key Responsibilities: Integration Strategy: Develop and implement a comprehensive integration plan for acquisitions outlining key milestones, deliverables, and timelines. Collaborate with leadership teams to align integration objectives with overall business goals. Act as the primary point of contact between the acquired businesses and Clearwater during the integration process. Facilitate communication and collaboration among stakeholders to ensure alignment and address concerns. Systems Automation: Assess existing systems and identify gaps in technology and automation between the acquired businesses and Clearwater, as well as automation of current manual process, including any tool implementation. Coordinate with IT teams to design and execute systems integration and automation solutions. Process Alignment: Review and map current processes from both organizations and identify opportunities for alignment, across regions and entities. Work with cross-functional teams to standardize the processes, ensuring that best practices are followed, and efficiencies are realized. Project Management: Manage integration-related projects, ensuring timely execution and adherence to budgets, as well as a smooth transition and minimize disruption to daily operations. Track progress and report on the status of integration initiatives to senior management. Training and Support: Develop training materials and conduct training sessions for employees on new systems and processes. Provide ongoing support and troubleshooting for teams affected by the integration. Qualifications: Master’s degree, with preference for some formal trainings on digitization, change or project management. 12-15 years of experience in project management, process improvement, or systems integration roles. Strong understanding of systems automation tools and methodologies. Proven track record of successfully managing integration projects, preferably in an M&A context. Excellent analytical, problem-solving, and organizational skills. Exceptional communication and interpersonal skills, with the ability to work effectively with diverse teams. Proficient in project management and collaboration tools. Show more Show less

As the hands-on Staff Database Engineer for Clearwater Analytics, you will play a crucial role in designs, develops, and maintains data systems and architectures to collect, store, process, and analyse large volumes of data. You will be building data pipelines, optimize data models, and ensure data quality and security. You will be collaborating with cross-functional teams to meet business objectives and stay updated with emerging technologies and industry best practices. Responsibilities and Duties: Extensive experience with Snowflake, including proficiency in Snow SQL CLI, Snowpipe, creating custom functions, developing Snowflake stored procedures, schema modeling, and performance tuning. In-depth expertise in Snowflake data modeling and ELT processes using Snowflake SQL, as well as implementing complex stored procedures and leveraging Snowflake Task Orchestration for advanced data workflows. Strong background in DBT CLI, DBT Cloud, and GitHub version control, with the ability to design and develop complex SQL processes and ELT pipelines. Take a hands-on approach in designing, developing, and supporting low-latency data pipelines, prioritizing data quality, accuracy, reliability, and efficiency Advance SQL knowledge and hands-on experience in complex query writing using Analytical functions, Troubleshooting, problem-solving, and performance tuning of SQL queries accessing data warehouse as well as Strong knowledge of stored procedures. Collaborate closely with cross-functional teams including, Enterprise Architects, Business Analysts, Product Owners, Solution Architects actively engaging in gathering comprehensive business requirements and translate these requirements into scalable data cloud and Enterprise Data Warehouse (EDW) solutions that precisely align with organizational needs Play a hands-on role in conducting data modeling, ETL (Extract, Transform, Load) development, and data integration processes across all Snowflake environments. Develop and implement comprehensive data governance policies and procedures to fortify the accuracy, security, and compliance of Snowflake data assets across all environments. Capable of independently conceptualizing and developing innovative ETL and reporting solutions, driving them through to successful completion. Create comprehensive documentation for database objects and structures to ensure clarity and consistency. Troubleshoot and resolve production support issues post-deployment, providing effective solutions as needed. Devise and sustain comprehensive data dictionaries, metadata repositories, and documentation to bolster governance and facilitate usage across all Snowflake environments. Remain abreast of the latest industry trends and best practices, actively sharing knowledge and encouraging the team to continuously enhance their skills. Continuously monitor the performance and usage metrics of Snowflake database and Enterprise Data Warehouse (EDW), conducting frequent performance reviews and implementing targeted optimization efforts Skills Required: Familiarity with big data, data warehouse architecture and design principles Strong understanding of database management systems, data modeling techniques, data profiling and data cleansing techniques Expertise in Snowflake architecture, administration, and performance tuning. Experience with Snowflake security configurations and access controls. Knowledge of Snowflake's data sharing and replication features. Proficiency in SQL for data querying, manipulation, and analysis. Experience with ETL (Extract, Transform, Load) tools and processes. Ability to translate business requirements into scalable EDW solutions. Streaming Technologies like AWS Kinesis Qualifications: Bachelor's degree in Computer Science, Information Systems, or a related field. 10 years of hands-on experience in data warehousing, ETL development, and data modeling, with a strong track record of designing and implementing scalable Enterprise Data Warehouse (EDW) solutions. 3+ years of extensive hands-on experience with Snowflake, demonstrating expertise in leveraging its capabilities. Proficiency in SQL and deep knowledge of various database management systems (e.g., Snowflake, Azure, Redshift, Teradata, Oracle, SQL Server). Experience utilizing ETL tools and technologies such as DBT, Informatica ,SSIS, Talend Expertise in data modeling techniques, with a focus on dimensional modeling and star schema design. Familiarity with data governance principles and adeptness in implementing security best practices. Excellent problem-solving and troubleshooting abilities, coupled with a proven track record of diagnosing and resolving complex database issues. Demonstrated leadership and team management skills, with the ability to lead by example and inspire others to strive for excellence. Experience in the Finance industry will be a significant advantage Show more Show less

Job Summary: The Software Development Engineer role at Clearwater Analytics spans a spectrum of responsibilities with a focus on designing, implementing, and managing software systems. The role requires continuous learning and application of new technologies and trends. Engineers at entry-level work on coding, debugging, and learning new software technologies. With progression in this track, the responsibilities expand to include leading teams, designing complex software systems, providing mentorship, and managing cross-functional integration. The more senior roles are responsible for defining the company's technological vision, making strategic decisions, driving innovation, and setting new industry standards. Across all levels, a successful software development engineer will demonstrate strong problem-solving skills, clear communication, excellent coding abilities, a keen understanding of the software ecosystem, and a cooperative team player attitude. Responsibilities: Design, build, deploy, and maintain quality code that is simple, well-structured, clear, and well-tested. Effectively break down and solve complex problems that require research or collaboration. Communicate effectively, regardless of medium, audience, or timing. Strong command of multiple levels of automated testing (e.g., unit, integration, contract, end-to-end, etc.). Mentor new and less-experienced team members. Initiate design and feature discussions, advocating for improvements in software performance, scalability, reliability, and security. Coordinate with other teams to ensure the successful integration of software applications. Troubleshoot and resolve production incidents quickly and effectively. Understand, respond to, and address customer needs and issues with empathy and timeliness. Any other reasonable activity required by management. Required Skills: Proficiency in a typed, object-oriented programming language. Deep knowledge of software methodologies, tools, and typical architectural patterns. Enthusiasm for software work in a software-as-a-service company. Driven by client satisfaction. Strong teamwork skills. Ability to manage own time and deliver expected results on time. Commitment to continuous learning and improvement. Exceptional analytical skills. 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. Education and Experience: Degree in Computer Science or related field. 4+ years of software development experience. Show more Show less