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 escalate 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
