Implementation SME - Hedge Fund Fintech Onboarding Expert

clearwateranalytics; Hong Kong; On-site; HKD 550,000 - 850,000; Full time

Job summary

Clearwater Analytics in Hong Kong seeks a Subject Matter Expert - Implementation to guide clients through deploying Clearwater's Portfolio Management System. You will build deep product knowledge, manage client relationships, and apply project methodologies and risk controls during onboarding.

You will document requirements, summarize data, and serve as the primary client-facing contact, coordinating with internal teams on data migration, interfaces, and workflow optimization to ensure

Qualifications

• 5+ years of experience in hedge fund or asset management industry or related FinTech onboarding/implementation.
• Strong client-facing communication and collaborative work style.
• Solid project management with risk tracking and milestone discipline.

Responsibilities

• Manage new client implementations and be the first contact for platform customization and workflow consulting.
• Consult with clients to map business processes to Clearwater PMS solutions.
• Engage senior clients and internal stakeholders to review progress and risks.
• Coordinate with internal teams on data migration, interfaces, trading workflows, and P&L issues.
• Set up Clearwater components (Funds, Brokers, GL accounts, etc.) per client requirements.
• Set up custom Position, Trade and Accounting reporting requirements.
• Identify opportunities for process improvement within Implementation workflow.

Skills

Client-facing communication

Project management

Fintech onboarding

Financial products knowledge

Risk management

Stakeholder management

Education

Bachelor's degree in Accounting or Finance

Job description

Clearwater Analytics in Hong Kong seeks a Subject Matter Expert - Implementation to guide clients through deploying Clearwater's Portfolio Management System. You will build deep product knowledge, manage client relationships, and apply project methodologies and risk controls during onboarding.

You will document requirements, summarize data, and serve as the primary client-facing contact, coordinating with internal teams on data migration, interfaces, and workflow optimization to ensure