Client-Onboarding Implementation Lead

Clearwater Analytics; Hong Kong; On-site; HKD 300,000 - 420,000; Full time

Job summary

Clearwater Analytics is expanding its Global Delivery, Client Onboarding team to enhance onboarding for buy-side clients in a fast-paced environment. The role involves working with traders, portfolio managers, and operational users, coordinating with product, technology, and account management to ensure smooth implementations.

Ideal candidates bring a finance/investments background, familiarity with derivatives, and strong client-facing communication skills.

Qualifications

• Bachelor's degree or higher in Finance, Maths, Engineering or CS preferred.
• Up to 3 years of experience in relevant area is a plus; fresh graduates welcome.
• Strong client-service orientation and ability to work with cross-functional teams.

Responsibilities

• Support new client implementations and act as first point of contact for platform customization and workflow consulting.
• Review project progress with internal stakeholders and track task-level status.
• Liaise with Data migration, Interfaces, and Trading workflow teams to troubleshoot issues.
• Identify opportunities for process improvement in the Implementation workflow.

Skills

Client-facing communication

Analytical skills

Project management

Finance/Investments knowledge

Understanding of derivatives

Multitasking

Verbal and written communication

Education

Bachelor's degree or above in Finance, Maths, Engineering or Computer Science

Job description

Clearwater Analytics is expanding its Global Delivery, Client Onboarding team to enhance onboarding for buy-side clients in a fast-paced environment. The role involves working with traders, portfolio managers, and operational users, coordinating with product, technology, and account management to ensure smooth implementations.

Ideal candidates bring a finance/investments background, familiarity with derivatives, and strong client-facing communication skills.