Implementation Analyst

Responsibilities:

• Demonstrates a deep understanding of Clearwater's core value proposition and effectively communicates its value to clients.
• Takes charge of the onboarding process for clients onto Clearwater's platform.
• Conducts comprehensive training sessions for Clearwater's clients, ensuring they become proficient in using the Clearwater platform.
• Communicates project status, issues, and risks in an effective and transparent manner.
• Skillfully troubleshoots and resolves customer issues that may arise during the implementation phase.
• Manages client and internal stakeholder relationships adeptly throughout the entire implementation process.
• Provides valuable consultancy services to clients, ensuring that their goals align with the established project plans and objectives.
• Identifies and promptly escalates any identified risks and issues to the Project Manager for appropriate action.
• Applies acquired skills, procedures, and best practices in decision-making to successfully complete various tasks.
• Earns trust by consistently delivering accurate, timely, and comprehensive responses to routine inquiries, both in written and verbal contexts.
• Required Skills:
• Understanding of TVOM, duration, yield, returns, and risk exposures.
• Intermediate Technical Skills in Excel (basic formulas and formatting).
• Knowledge of investment accounting policies and procedures preferred.
• Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income preferred.
• Project management skills 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 in related field.
• 2+ years of relevant experience.
• Experience with relational database principles and SQL querying.
• What we offer:
• Business casual atmosphere in a flexible working environment
• Team focused culture that promotes innovation and ownership
• Access cutting edge investment reporting technology and expertise
• Defined and undefined career pathways allowing you to grow your own way
• Competitive medical, dental, vision, and life insurance benefits
• Maternity and paternity leave
• Personal Time Off and Volunteer Time Off to give back to the community
• RSUs as well as employee stock purchase plan and 401k with match
• Work from anywhere 3 weeks out of the year
• Work from home Fridays