Investment Operations Associate (German Speaker)

JR United Kingdom; City of Edinburgh; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading company in financial services is seeking an Investment Operations Associate fluent in German to facilitate client onboarding onto their SaaS platform. This role involves training clients, managing relationships, and ensuring successful implementation of solutions tailored to client needs. The ideal candidate will have a degree in a related field and strong skills in communication and problem-solving.

Qualifications

• Basic knowledge of accounting and reporting preferred.
• Strong computer skills including proficiency in Microsoft Office.
• Outstanding verbal and written communication skills.

Responsibilities

• Manage the onboarding process for clients onto Clearwater's platform.
• Conduct comprehensive training sessions for clients.
• Troubleshoot and resolve customer issues during the implementation phase.

Skills

Excel

Attention to detail

Communication

Organizational skills

Problem-solving

Fluency in German

Education

Degree in related field (audit, accounting, business, finance, economics, financial markets, mathematics)

Tools

Microsoft Office

Job description

Social network you want to login/join with:

Investment Operations Associate (German Speaker), edinburgh

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Client:

Clearwater Analytics

Location:

edinburgh, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

1

Posted:

25.05.2025

Expiry Date:

09.07.2025

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Job Description:

Implementation Associates are responsible for aiding the onboarding process for new clients onto the company's SaaS platform and service model. They collaborate with both clients and various Clearwater teams to assess requirements and customize solutions. These solutions are tailored to fulfill the client's accounting, compliance monitoring, performance measurement, risk analysis, and reporting necessities.

Responsibilities:

• Demonstrates a deep understanding of Clearwater's core value proposition and effectively communicates its value to clients.
• Takes charge of the onboarding process for clients onto Clearwater's platform.
• Conducts comprehensive training sessions for Clearwater's clients, ensuring they become proficient in using the Clearwater platform.
• Communicates project status, issues, and risks in an effective and transparent manner.
• Skilfully troubleshoots and resolves customer issues that may arise during the implementation phase.
• Manages client and internal stakeholder relationships adeptly throughout the entire implementation process.
• Provides valuable consultancy services to clients, ensuring that their goals align with the established project plans and objectives.
• Identifies and promptly escalates any identified risks and issues to the Project Manager for appropriate action.
• Applies acquired skills, procedures, and best practices in decision-making to successfully complete various tasks.
• Earns trust by consistently delivering accurate, timely, and comprehensive responses to routine inquiries, both in written and verbal contexts.

Required Skills:

• Basic knowledge of accounting and reporting, preferred.
• Good skills in Excel (basic formulas and formatting).
• Securities or financial markets knowledge, especially involving derivatives, alternatives, structured products, and/or fixed income preferred.
• Strong computer skills, including proficiency in Microsoft Office.
• Excellent attention to detail and strong documentation skills.
• Outstanding verbal and written communication skills.
• Strong organizational and interpersonal skills.
• Exceptional problem-solving abilities.
• Fluency in German and English

Education and Experience:

• Degree in related field e.g. audit, accounting, business, finance, economics, financial markets, mathematics.