Implementation Analyst

Job Summary

Responsibilities

• Manages relationships with clients and internal stakeholders throughout the implementation process.
• Facilitates the onboarding of clients onto Clearwater's platform.
• Conducts training sessions to educate Clearwater's clients on how to effectively use the Clearwater platform.
• Effectively communicates project status, issues, and risks to all relevant parties.
• Proactively troubleshoots and resolves customer issues that may arise during the implementation phase.
• Provides valuable consultancy services to clients, ensuring that project objectives align with the established project plans.
• Identifies and promptly escalates any identified risks and issues to the Project Manager for appropriate action.
• Demonstrates the ability to self-learn and reaches out to designated resources when assistance or support is needed.

Required Skills

• Beginner technical skills in Excel (basic formulas and formatting).
• Beginner technical skills and understanding of SQL and relational database concepts - is preferred (math and logic).
• Strong knowledge of accounting and understand/applies basic rules of accounting.
• Securities or financial markets knowledge - derivatives, alternatives, structured products, and/or fixed income preferred.
• Strong computer skills, including proficiency in Microsoft Office Suite.
• Excellent attention to detail and strong documentation skills.
• Outstanding verbal and written communication skills.
• Strong organizational and interpersonal skills.
• Exceptional problem-solving abilities.
• Strong analytical skills, being able to solve complex math problems.

Education and Experience

• Bachelor's degree in related field.