SME - Regulatory Reporting

Clearwater Analytics, LLC; Frankfurt; Vor Ort; EUR 70.000 - 110.000; Vollzeit

Zusammenfassung

Clearwater Analytics, LLC in Frankfurt is expanding its Global Delivery team to implement Clearwater's SaaS platform for asset managers, insurers, pension funds and more. The role sits at the intersection of finance and technology, translating client requirements into configuration and deployment.

You will work with a diverse, international client base and collaborate with product and development teams to improve onboarding, documentation, and training, ensuring repeatable, scalable deployment

Qualifikationen

• Bachelor's degree in Accounting, Finance, or a related field (e.g., Finance, Economics).
• Relevant experience in Insurance, Asset Management, Audit, FinTech, Investment Accounting, or Investment Operations.
• Proven track record in regulatory reporting and investment operations.

Aufgaben

• Develop domain expertise to configure solutions for a wide range of investment accounting and reporting needs for Clearwater's largest clients.
• Develop a deep understanding of Clearwater’s product.
• Collaborate with development teams to enhance our product, improve onboarding, shorten delivery times, and create scalable processes.
• Effectively communicate and collaborate with a global team to resolve client inquiries accurately and efficiently.
• Design and implement training materials and SOPs to spread knowledge.
• Manage assigned projects and coordinate necessary resources.

Kenntnisse

Regulatory reporting

Derivatives knowledge

Securities/markets knowledge

Excel proficiency

German & English fluency

Ausbildung

Bachelor's degree in Accounting/Finance

Tools

Excel

Jobbeschreibung

AbouttheOpportunity

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.

JobDescription

TheGlobalDeliverydivisionisresponsibleforonboardingallnewclientsontoClearwater’sSaaSplatform.AsSME,youwillworkonavarietyofclientimplementationstoprovidedomainexpertisetoclientsandcolleagues,playingakeyroleinclient-focusedprojectsintheDACHregion.

Theroleinvolvestranslatingregulatory,reporting,andotherclientrequirementsintoconfigurationonClearwater'splatform,advisingclientsdirectlyduringimplementation,andfeedinginputbacktothedevelopmentteamtoimprovetheproductforfutureclients.

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.

RequiredSkills

• - Knowledgeandexperienceinregulatoryreportingtopics,e.g;Solvency2Pillar1&2,BaFinDAV,SustainableValue(NachhaltigerWert),GermanTaxrequirementsforinvestments,HGB
• - Securitiesorfinancialmarketsknowledge,especiallyderivatives,alternatives,structuredproducts,and/orfixedincome,isastrongplus.
• - Understandingofchallengesintheindustry(reporting,accounting,data...)
• - ProvenhistoryofproficientExceluse
• - Abilitytoconciselyconveyinformationthroughverbalandwrittencommunication.
• - 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

EducationandExperience

• - Bachelor'sdegreeinAccounting,Finance,orrelateddiscipline
• - Relevantexperienceinanyofthefollowing:Insurance,AssetManagement,Audit,FinTech,InvestmentAccounting,orInvestmentOperations