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
Bring forward ideas for improvement within the team

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

Lead Implementation Associate

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