Lead Implementation Associate

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

The Global Delivery, Client Onboarding team is spread across three verticals (PMS, OEMS, and Managed Services Implementation) and is responsible for ensuring a smooth and efficient onboarding process for new clients.

These teams act as the face of Clearwater - Enfusion to our buy-side clients including traders, portfolio managers and operational users throughout the project lifecycle and serve as the central point of contact for internal teams including Product, Technology, and Account Management.

General Responsibilities

• Support new client implementations and serve as the first point of contact for new clients regarding platform customization, Q&A and workflow consulting.
• Support internal stakeholders to review project progress and task-level status.
• Liaise with internal production teams to support Data migration, Interfaces, Trading workflows, troubleshoot P&L and accounting issues.
• Identify opportunities for process improvement and documentation in the Implementation workflow and other internal processes.

Required Skills

• A client-service mentality and collaborative work style
• Strong client-facing communication and analytical skills are paramount.
• Solid project management / milestone / dependency tracking experience with an ability to identify and elevate project risks
• An understanding of Finance, Investment or Hedge Funds, front to back-office workflows.
• A strong understanding of a variety of financial products and derivatives (Equities, Options, Futures, FX, Fixed Income, CDS, IRS, etc.).
• Ability to handle and prioritize multiple projects and work independently
• Excellent verbal and written communication skills

Education and Experience

• Bachelor's degree or above in Finance, Maths, Engineering or Computer Science is strongly preferred.
• Up to 3 years experience in relevant area of specialization is a plus.
• Fresh Graduates are welcome.

Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater's single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally.

Learn more at www.clearwateranalytics.com.

Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with the job description,