Lead Client Servicing Associate

Clearwater Analytics India Private Limited; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Clearwater Analytics India Private Limited is seeking a Reporting Operations professional to create and set up new custom financial reports for onboarding clients and ongoing monitoring. You will build bespoke Position and P&L reports, trade blotters, regulatory and risk reports within the Enfusion platform.

Collaborate with solutioning and project managers, discuss requirements with clients, and advise on reporting best practices.

Qualifications

• Bachelor's degree in CS/Finance/Accounting or related field preferred.
• Knowledge of JavaScript.
• 4+ years of front/middle/back-office reporting experience.
• Excellent verbal and written communication, organized and analytical.

Responsibilities

• Onboard new clients and set up customized reports on the Enfusion platform.
• Oversee reporting requests from existing clients and during onboarding.
• Discuss requirements with clients during onboarding/implementation calls.
• Build reports for COOs/CIOs, portfolio managers, traders, risk officers, and fund accountants.
• Advise clients on reporting best practices and create bespoke reports.
• Construct custom fields/columns using Java/JavaScript.
• Collaborate with solutioning and project managers to meet client needs.
• Work with Product Management on complex reporting enhancements.

Skills

JavaScript

Reporting experience

Client-facing

Analytical skills

Organized, detail-oriented

Education

Bachelor's degree in CS/Finance/Accounting

Tools

JavaScript

Job description

The 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/fields

What 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

Thank you for your interest in a career with Clearwater! 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.