SME - Regulatory Reporting

clearwateranalytics; Frankfurt; On-site; EUR 70,000 - 95,000; Full time

Job summary

Clearwater Analytics is expanding its Global Delivery team in Frankfurt, delivering client implementations of a cloud-native SaaS platform for investment management. You will configure regulatory reporting, accounting, and performance features for asset managers, insurers, and pension funds.

As a Subject Matter Expert, you’ll translate client requirements into platform configurations, advise during onboarding, and share knowledge through training and SOPs across a multinational team.

Qualifications

• Bachelor's degree in Accounting, Finance, or related discipline.
• Knowledge of regulatory reporting topics: Solvency II Pillar 1 & 2, BaFin DAV, Sustainable Value, German tax for investments, HGB.
• Securities or financial markets knowledge: derivatives, alternatives, fixed income.
• Fluency in German and English, both written and spoken.
• Excellent Excel skills and data handling abilities.
• Strong communication and organizational capabilities.

Responsibilities

• Onboard clients onto Clearwater's SaaS platform with deep domain expertise.
• Translate regulatory, reporting, and client requirements into platform configurations.
• Advise clients during implementation and feed input to development for product improvements.
• Collaborate with a global team of Analysts, Team Leads and PMs.
• Create training materials and SOPs to spread knowledge across the team.
• Manage projects and coordinate necessary resources.

Skills

Regulatory reporting

Investments accounting

Excel proficiency

German & English fluency

Communication skills

Problem solving

Organizational skills

Education

Bachelor's degree in Accounting, Finance, or related discipline

Job description

About the Opportunity

Clearwater is experiencing exceptional growth across the DACH region, with a rapidly expanding client base. As we deepen our footprint in one of Europe's most sophisticated investment markets, we continue to build out a dedicated local team - and this role sits right at the heart of that expansion.

This is an exciting opportunity to sit at the intersection of finance and technology. You'll work directly with clients (asset managers, insurers, pension funds and more) to configure and deploy Clearwater's leading SaaS platform, ensuring it's tailored precisely to their trading, accounting, compliance, performance and reporting needs.

We've recently opened a brand-new office in Frankfurt's Opernturm, home to a brilliant and rapidly growing local team, a clear signal of our long-term commitment to the DACH market, where a growing number of organisations are choosing our cloud-native, front-to-back platform for investment management.

Job Description

The Global Delivery division is responsible for onboarding all new clients onto Clearwater's SaaS platform. As SME, you will work on a variety of client implementations to provide domain expertise to clients and colleagues, playing a key role in client-focused projects in the DACH region.

The role involves translating regulatory, reporting, and other client requirements into configuration on Clearwater's platform, advising clients directly during implementation, and feeding input back to the development team to improve the product for future clients.

The work is varied by nature: each client's front-to-back office setup differs, so the technical and regulatory questions change from project to project. The role also involves training and documentation work, so expertise doesn't stay with one person but gets shared across the wider Global Delivery team - a collaborative division spanning Analysts, Team Leads and Program Managers.

Responsibilities

• Develop and apply deep domain expertise to evaluate requirements and configure solutions to meet a wide range of investment accounting and reporting needs for Clearwater's largest clients.


• Develop a deep understanding of Clearwater's product.


• Strategize with development teams to enhance our product offering, improve our client on-boarding experience, shorten delivery time frames, and develop repeatable, scalable processes.


• Effectively communicate and collaborate with a global team to resolve problems and client inquiries accurately and efficiently.


• Spread your knowledge by designing and implementing training materials and SOPs.


• Managed assigned projects and coordinate necessary resources.

Required Skills

• Knowledge and experience in regulatory reporting topics, e.g; Solvency 2 Pillar 1 & 2, BaFin DAV, Sustainable Value (Nachhaltiger Wert), German Tax requirements for investments, HGB


• Securities or financial markets knowledge, especially derivatives, alternatives, structured products, and/or fixed income, is a strong plus.


• Understanding of challenges in the industry (reporting, accounting, data...)


• Proven history of proficient Excel use


• Ability to concisely convey information through verbal and written communication.


• Dynamic problem-solving skills, and an innate sense of curiosity with motivation to continually learn and solve problems for our clients.


• Excellent organizational and interpersonal skills


• Fluency in German and English

Education and Experience

Bachelor's degree in Accounting, Finance, or related discipline

Relevant experience in any of the following: Insurance, Asset Management, Audit, FinTech, Investment Accounting, or Investment Operations