Lead Implementation Associate

Clearwater Analytics; Boise (ID); On-site; USD 65,000 - 90,000; Full time

Job summary

Clearwater Analytics is seeking an Implementation Associate to support onboarding new clients onto our SaaS platform and service model. You will work with clients and cross-functional Clearwater teams to gather requirements and configure solutions that support investment performance measurement, risk analysis, compliance monitoring, and reporting needs.

You will apply Clearwater Way methodologies, assist with client training, and help keep projects on track by communicating status, issues, and

Qualifications

• Bachelor's degree in a related field.
• 1–8 years of relevant experience.
• General knowledge of investments and financial markets.
• Understanding of vanilla fixed income and equity investments.
• Exposure to derivatives, alternatives, structured products, and/or fixed income a plus.
• Strong communication and documentation skills.

Responsibilities

• Communicate Clearwater's core value proposition clearly to clients throughout the implementation process.
• Follow Clearwater Way methodologies to guide clients through implementation and onboarding.
• Support client training on Clearwater's platform.
• Contribute to a project workstream, keeping stakeholders informed of status, issues, and risks.
• Troubleshoot and resolve client issues that arise during implementation.
• Build strong working relationships with client and internal stakeholders throughout the engagement.
• Support project objectives by keeping day-to-day work aligned with the project plan.
• Identify and elevate risks or issues to the Project Manager promptly.
• Apply sound judgment to work through implementation challenges as they arise.
• Respond to routine inquiries — written and verbal — accurately and on time.
• Share knowledge and best practices with teammates as experience grows.
• Document and suggest internal process and product improvements.
• Bring forward ideas for improvement within the team

Skills

Investment knowledge

TVOM duration yield

Fixed income & equity investments

Derivatives knowledge

Microsoft Office

Attention to detail

Communication skills

Analytical problem-solving

Education

Bachelor's degree in related field

Tools

Microsoft Office Suite

Job description

Job Summary

Implementation Associates support the onboarding of new clients onto Clearwater's SaaS platform and service model. They work alongside clients and cross-functional Clearwater teams to gather requirements and help configure solutions that support each client's investment performance measurement, risk analysis, compliance monitoring, and reporting needs.

Job Summary

Implementation Associates support the onboarding of new clients onto Clearwater's SaaS platform and service model. They work alongside clients and cross-functional Clearwater teams to gather requirements and help configure solutions that support each client's investment performance measurement, risk analysis, compliance monitoring, and reporting needs.

Responsibilities

• Communicate Clearwater's core value proposition clearly to clients throughout the implementation process
• Follow Clearwater Way methodologies to guide clients through implementation and onboarding
• Support client training on Clearwater's platform
• Contribute to a project workstream, keeping stakeholders informed of status, issues, and risks
• Troubleshoot and resolve client issues that arise during implementation
• Build strong working relationships with client and internal stakeholders throughout the engagement
• Support project objectives by keeping day-to-day work aligned with the project plan
• Identify and elevate risks or issues to the Project Manager promptly
• Apply sound judgment to work through implementation challenges as they arise
• Respond to routine inquiries — written and verbal — accurately and on time
• Share knowledge and best practices with teammates as experience grows
• Document and suggest internal process and product improvements
• Bring forward ideas for improvement within the team

Required Skills

• General knowledge of investments and financial markets; exposure to investment accounting concepts a plus
• Understanding of TVOM, duration, yield, returns, and risk exposures
• Understanding of vanilla fixed income and equity investments
• Exposure to derivatives, alternatives, structured products, and/or fixed income a plus
• Strong computer skills, including proficiency in Microsoft Office
• Excellent attention to detail and documentation skills
• Strong verbal and written communication skills
• Strong organizational, interpersonal, and analytical problem-solving skills

Education And Experience

• Bachelor's degree in a related field
• 1–8 years of relevant experience