Investment Operations Associate (German Speaker)

JR United Kingdom; Dunfermline; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading company in investment operations seeks an Investment Operations Associate with German language proficiency in Dunfermline. You will play a crucial role in onboarding clients to their SaaS platform, providing training, and ensuring client satisfaction through effective communication and problem-solving. This role requires a degree in a related field and knowledge in financial markets.

Qualifications

• Degree in a related field such as business or finance.
• Fluency in German and English is required.
• Basic accounting knowledge and experience with Excel preferred.

Responsibilities

• Responsible for onboarding clients onto Clearwater's SaaS platform.
• Conducts training sessions to ensure client proficiency.
• Communicates project status and manages stakeholder relationships.

Skills

Basic knowledge of accounting and reporting

Excel skills

Knowledge of securities or financial markets

Strong computer skills

Attention to detail

Verbal and written communication skills

Organizational and interpersonal skills

Problem-solving abilities

Fluency in German and English

Education

Degree in audit, accounting, business, finance, economics, financial markets, mathematics

Job description

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Investment Operations Associate (German Speaker), dunfermline

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Client:

Clearwater Analytics

Location:

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

15

Posted:

18.06.2025

Expiry Date:

02.08.2025

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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.