Subject Matter Expert - Implementations

Role Overview

The Subject Matter Expert - Implementations will work on client implementations, providing deep domain expertise and collaborating with development teams to strategize and enhance the product offering.

What You Will Do

The role involves implementing and onboarding clients, identifying opportunities for improvement, and developing a strong understanding of Clearwater-specific assumptions and functionality.

Why It Might Be a Fit

The ideal candidate will have a strong understanding of financial accounting and investment statements, as well as experience with project management tools and General Ledger systems.

Requirements

• Beginner skills in project management tools (Clarizen, Salesforce, JIRA), and Clearwater. tools/skills associated with area of expertise
• Knowledge of investment accounting policies and procedures
• Knowledge of 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
• Experience with General Ledger systems (e.g., Workday, Peoplesoft) and period-end closing processes
• 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