Implementation Associate

Clearwater Analytics, LLC; Boise (ID); On-site; USD 65,000 - 85,000; Full time

Job summary

Clearwater Analytics, LLC in Boise, Idaho seeks Implementation Associates to support onboarding of new clients onto our cloud-native investment management platform. You will collaborate with clients and Clearwater teams to tailor solutions covering accounting, compliance monitoring, performance measurement, risk analysis, and reporting.

You will lead onboarding, conduct training, and clearly communicate status, issues, and risks.

Qualifications

• Bachelor's degree in a related field.
• 2+ years of relevant experience.
• Experience with relational database principles and SQL querying.
• Understanding of TVOM, duration, yield, returns, and risk exposures.
• Securities or financial markets experience preferred.
• Project management skills preferred.
• Excellent written and verbal communication.
• Strong organizational and interpersonal skills.
• Exceptional problem-solving abilities.

Responsibilities

• Onboard clients onto Clearwater's SaaS platform.
• Conduct comprehensive training sessions for clients on the Clearwater platform.
• Communicate project status, issues and risks clearly.
• Troubleshoot and resolve client issues during implementation.
• Manage client and internal stakeholder relationships throughout the process.
• Provide consultancy services ensuring goals align with project plans.
• Escalate risks and issues to the Project Manager.
• Apply best practices in decision-making to complete tasks.
• Deliver accurate, timely responses to routine inquiries.

Skills

Excel basics

SQL querying

Investment accounting

Derivatives exposure

Project management

Communication skills

Attention to detail

Interpersonal skills

Education

Bachelor's degree in related field

Tools

SQL

Microsoft Office

Job description

Implementation Associates are responsible for aiding the onboarding process for new clients onto the company's SaaS platform and service model. They collaborate with both clients and various Clearwater teams to assess requirements and customize solutions. These solutions are tailored to fulfill the client's accounting, compliance monitoring, performance measurement, risk analysis, and reporting necessities.

Responsibilities

• Demonstrates a deep understanding of Clearwater's core value proposition and effectively communicates its value to clients.
• Takes charge of the onboarding process for clients onto Clearwater's platform.
• Conducts comprehensive training sessions for Clearwater's clients, ensuring they become proficient in using the Clearwater platform.
• Communicates project status, issues, and risks in an effective and transparent manner.
• Skillfully troubleshoots and resolves customer issues that may arise during the implementation phase.
• Manages client and internal stakeholder relationships adeptly throughout the entire implementation process.
• Provides valuable consultancy services to clients, ensuring that their goals align with the established project plans and objectives.
• Identifies and promptly escalates any identified risks and issues to the Project Manager for appropriate action.
• Applies acquired skills, procedures, and best practices in decision-making to successfully complete various tasks.
• Earns trust by consistently delivering accurate, timely, and comprehensive responses to routine inquiries, both in written and verbal contexts.

Required Skills

• Understanding of TVOM, duration, yield, returns, and risk exposures.
• Intermediate Technical Skills in Excel (basic formulas and formatting).
• Knowledge of investment accounting policies and procedures preferred.
• Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income preferred.
• Project management skills preferred.
• Strong computer skills, including proficiency in Microsoft Office.
• Excellent attention to detail and strong documentation skills.
• Outstanding verbal and written communication skills.
• Strong organizational and interpersonal skills.
• Exceptional problem-solving abilities.

Education and Experience

• Bachelor's degree in related field.
• 2+ years of relevant experience.
• Experience with relational database principles and SQL querying.

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.