Senior Subject Matter Expert- Implementations
Clearwater AnalyticsOffice - Hong Kong
Posted March 27, 2026
Full Time
About the Company
Clearwater Analytics (NYSE: CWAN) is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations. Clearwater aggregates, reconciles, and reports on more than $6.4 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide. For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients. With global headquarters in Boise, Idaho, and offices in Edinburgh, Frankfurt, London, New Delhi, New York, Paris, Seattle, Singapore, and Washington D.C., Clearwater sets the new global standard for investment portfolio reporting.
Job Description
Senior Subject Matter Expert - Implementation will act as a guide and subject matter expert for clients when implementing Clearwater’s PMS (Portfolio Management System). The role involves building strong PMS product knowledge, managing client relationships, and facilitating software setup and customization.
Requirements
- 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
- Solid project management / milestone / dependency tracking experience
- 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
Benefits
- Equal Opportunity Employer
- Diversity and Inclusion