Lead Implementation Associate

Job Summary

Responsibilities

• Communicate Clearwater's core value proposition clearly to clients throughout the implementation process.
• Follow Clearwater Way methodologies to guide clients through implementation and onboarding.
• Support client training on Clearwater's platform.
• Contribute to a project workstream, keeping stakeholders informed of status, issues, and risks.
• Troubleshoot and resolve client issues that arise during implementation.
• Build strong working relationships with client and internal stakeholders throughout the engagement.
• Support project objectives by keeping day-to-day work aligned with the project plan.
• Identify and escalate risks or issues to the Project Manager promptly.
• Apply sound judgment to work through implementation challenges as they arise.
• Respond to routine inquiries — written and verbal — accurately and on time.
• Share knowledge and best practices with teammates as experience grows.
• Document and suggest internal process and product improvements.

Required Skills

• General knowledge of investments and financial markets; exposure to investment accounting concepts a plus.
• Understanding of TVOM, duration, yield, returns, and risk exposures.
• Understanding of vanilla fixed income and equity investments.
• Exposure to derivatives, alternatives, structured products, and/or fixed income a plus.
• Strong computer skills, including proficiency in Microsoft Office.
• Excellent attention to detail and documentation skills.
• Strong verbal and written communication skills.
• Strong organizational, interpersonal, and analytical problem-solving skills.

Education And Experience

• Bachelor's degree in a related field.
• 1-8 years of relevant experience.