SME- Implementation

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

The Role:

Subject Matter Expert - Implementation will act as a guide and subject matter expert for clients when implementing Clearwater's PMS (Portfolio Management System). This role will build strong PMS product knowledge, manage a positive relationship with our clients, understand and apply project methodologies and risk management processes, development requirement documents, summarize data, and be the point person for client-facing communication.

Responsibilities:

• Manage new client implementations and serve as the first point of contact for new clients regarding platform customization, Q&A and workflow consulting.
• Consult with clients to match their current and desired business processes with Clearwater software and services solutions.
• Engage senior client and internal stakeholders to review project progress and task-level status.
• Liaise with internal production team to support Data migration, Interfaces, Trading workflows, troubleshoot P&L and accounting issues.
• Facilitate the setup of various components Clearwater software such as Funds, Brokers, Trade Commissions, Market Environment, GL accounts, etc. based on unique client requirements.
• Facilitate the setup of custom Position, Trade and Accounting reporting requirements.
• Identify opportunities for process improvement and documentation in the Implementation workflow and other internal processes.

Required Skills:

• 5+ years of experience in the hedge fund or asset management industry, including front, middle, and back office workflows.
• 5+ years of Fintech onboarding and / or software implementation experience preferred
• 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
• Ability to manage competing priorities and deliver with high quality.
• Thorough knowledge of a wide range of both listed and OTC financial products.
• Experience with commercial Order Management, Portfolio Management and Investment Record keeping software.

Education and Experience:

• Bachelor's degree or above in Accounting or Finance-related field, or experience in relevant area of specialization.
• 5+ years' relevant experience.