Professional Service Consultant

Clearwater Analytics; Dadri; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Clearwater Analytics seeks a proactive professional with a strong background in finance to contribute to our asset management platform. You will collaborate with the R&D team to evolve the software, write specifications, and participate in scoping; organize test campaigns and produce user documentation.

You will engage with clients including asset managers, family offices, and banks, delivering consulting, training, and parameterization to automate reports and manage data flows across front,

Qualifications

• Master's degree in a relevant field such as Financial Markets, Financial Engineering, Finance, Economics, or Information Systems.
• Proven professional experience in market finance (internships/apprenticeships acceptable).
• Proficient in Excel, including VBA.
• Rigorous, creative, proactive, autonomous and a good team player.
• Fluent in English; French or another European language is a plus.

Responsibilities

• Work with the R&D team on the quality and functional evolution of the Software Package; write functional specifications and participate in scoping phases.
• Organize and participate in test campaigns.
• Write documentation for business users.
• Meet client needs (Asset Management Companies, Family Offices, Private Banks, Insurers) through consulting, assistance and training for business teams.
• Parameterization and design: report automation, data transfer, data control.
• Participate in both short-term assignments and multi-month projects on client premises, in direct contact with business teams.
• Cover a wide range of issues across Front Office, Middle Office, and Back Office domains.

Skills

Excel proficiency

VBA scripting

English fluency

Education

Master's degree in Finance/Financial Markets/Engineering/Information Systems

Tools

Excel

VBA

Job description

The Asset Management Consulting Operations division is responsible for all delivery and projects for clients on our front-back-office asset management platform. From portfolio and order management to performance, risk, and accounting, our solution is a seamless, full investment lifecycle platform that simplifies your processes.

Responsibilities

• Work closely with the R&D team on the quality and functional evolution of the Software Package: Writing functional specifications and participating in scoping phases
• Organize and participate in test campaigns
• Writing documentation for business users.
• Meet the needs of our customers (Asset Management Companies, Family Offices, Private Banks and Insurers), through: Consulting: assistance and training for business teams.
• Parameterization and design: report automation, control parameterization, data transfer, business data control...
• You will take part in both commando missions and projects lasting several months, often on our customers' premises and in direct contact with their business teams (managers, middle managers, RCCI, etc.).
• The unrivalled functional coverage of our solution will enable you to work on a wide range of issues: Front Office: order placement, decision support... Middle Office: compliance, market risk monitoring, performance analysis, data management... Back Office: investment accounting

Required Skills

• Master's degree in a relevant degree area such as: Financial Markets, Financial Engineering, Finance, Economics, or Information Systems
• You already have proven professional experience in market finance (this can include intern or apprenticeships).
• You are comfortable using Excel (including VBA)
• You are rigorous, creative, proactive, autonomous, good at interpersonal relations and a team player.
• Fluency in English / nice to have : french or another european language

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. 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.