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Lead Implementation Associate

Clearwater Analytics (CWAN)
Boise, USA
Full-time
Onsite
Discovered 4 weeks ago
InvestmentsFinancial MarketsTVOMDurationYieldReturns

Full Job Posting

Job Summary

Implementation Associates support the onboarding of new clients onto Clearwater's SaaS platform and service model.

They work alongside clients and cross-functional Clearwater teams to gather requirements and help configure solutions that support each client's investment performance measurement, risk analysis, compliance monitoring, and reporting needs.

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.

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