Lead Client Servicing Associate

Cwan; Mumbai; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Clearwater Analytics is seeking a Lead Client Servicing Associate to onboard new clients onto the Enfusion platform and configure customized reports for various business monitoring needs. The role involves managing requests from live clients, participating in client calls, and scoping reporting requirements during onboarding and implementation.

You will leverage Enfusion to build reports for executives, portfolio managers, traders, risk officers, and fund accountants, and advise on reporting

Qualifications

• Bachelor's degree in Computer Science, Finance, Accounting, or related field preferred.
• Knowledge of JavaScript.
• Organized, detail-oriented, and excellent analytical skills.
• 4+ years of front/middle/back-office reporting experience at a prime broker, fund administrator, investment management company, or financial technology firm.

Responsibilities

• Onboard new clients onto the Enfusion platform and set up customized reports.
• Oversee reporting requests from existing clients and onboarding clients.
• Discuss and scope reporting requirements during onboarding/implementation calls.
• Build impactful reports for COOs/CIOs, Portfolio Managers, Traders, Operations teams, Risk officers, and Fund Accountants.
• Advise clients on reporting best practices and create custom reports (Position, P&L, Trade blotters, etc.).
• Construct custom fields/columns using Java/JavaScript to meet client needs.
• Collaborate with product management on complex reporting requirements and product enhancements.

Skills

JavaScript

Education

Bachelor's degree in Computer Science/Finance/Accounting

Job description

## Lead Client Servicing AssociateApplylocations: Office - Mumbai: Office - Bengalurutime type: Full timeposted on: Posted Todayjob requisition id: R11910The Role:The Reporting Operations role is responsible for the creation and set up of new custom financial reporting for existing clients. They will also establish customized reports as per client specifications during the Client Onboarding stage.What You’ll Do:* Onboard new clients onto the Enfusion platform and set up “customized” reports for various business monitoring needs* Oversee the reporting requests from existing (Live) clients in addition to the onboarding clients* Take part in client calls to discuss, understand and scope out reporting requirements during the onboarding/implementation stage* Leverage the Enfusion system to build impactful reports for COO’s / CIO’s, Portfolio Managers, Traders, Operations teams, Risk officers, and Fund Accountants* Advise clients on reporting best practices and partner with clients to create custom Position and P&L reports, Trade and order blotters, Post Trade Compliance and Regulatory reports, Exposure analysis, Bespoke Risk and Scenario reporting, financial statement reporting, and much more within Enfusion platform* Construct custom fields/columns using Java/JavaScript code to meet the varying needs of our diverse client base* Work closely with solutioning and project managers to ensure we consistently meet the business needs of Enfusion’s growing and evolving client base.* Partner with the Product Management team to work on complex reporting requirements and determine product enhancements with respect to columns/fieldsWhat You’ll Need:* Bachelors Degree in Computer Science, Finance, Accounting, or related field preferred* Knowledge of Java Script* Organized, detail-oriented, and excellent analytical skills* Methodical and determined approach to problem-solving* Ability to handle and prioritize multiple tasks and work independently* Excellent verbal and written communication skills* 4+ years of front office/middle office/back-office reporting and/or custom reporting experience at a prime broker, fund administrator, investment management company, or financial technology firm* Client-facing experience will be beneficial### WelcomeThank you for your interest in a career with Clearwater!### About usClearwater 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**.### Don’t meet every single requirement?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, we encourage you to still apply! You may be just what we're looking for.