Senior Implementation SME — Client Onboarding & Solutions

Clearwater Analytics Hong Kong Limited

Hong Kong

On-site

HKD 800,000 - 1,200,000

Full time

7 days ago
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Job summary

Clearwater Analytics Hong Kong Limited is seeking a Subject Matter Expert - Implementation to guide clients through onboarding and platform customization of Clearwater’s PMS. You will build in-depth product knowledge, manage client relationships, apply project methodologies, and craft requirement documents, while serving as the primary client-facing contact.

You will coordinate with clients and internal teams to map business processes to Clearwater functionality, support data migrations, and

Qualifications

  • Bachelor's degree in Accounting or Finance or related field.
  • 5+ years of experience in hedge fund or asset management environments.
  • Strong client-facing communication and analytical skills required.

Responsibilities

  • Manage new client implementations and be the first point of contact for platform customization and workflow consulting.
  • Consult with clients to align business processes with Clearwater solutions.
  • Engage senior stakeholders to review project progress and status.
  • Coordinate with internal teams on data migration, interfaces, and trading workflows.
  • Set up Clearwater components (Funds, Brokers, Trade Commissions, GL accounts) per client needs.
  • Support custom Position, Trade and Accounting reporting requirements.
  • Identify process improvements and document implementations workflows.

Skills

Client-facing communication
Analytical skills
Project management
Fintech onboarding
Software implementation
Hedge funds knowledge

Education

Bachelor's degree in Accounting or Finance
5+ years of relevant experience

Tools

Order Management software
Portfolio Management software
Investment Record keeping software

Job description

Clearwater Analytics Hong Kong Limited is seeking a Subject Matter Expert - Implementation to guide clients through onboarding and platform customization of Clearwater’s PMS. You will build in-depth product knowledge, manage client relationships, apply project methodologies, and craft requirement documents, while serving as the primary client-facing contact.

You will coordinate with clients and internal teams to map business processes to Clearwater functionality, support data migrations, and

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