Subject Manager Expert - Implementations

Responsibilities

• Proficient in implementing and onboarding clients while aligning with our Client Engagement Model and providing necessary support.
• Actively identifies opportunities for improvement and takes the lead in implementing solutions within the role or team.
• Offers guidance to peers regarding industry knowledge, while also developing a strong understanding of Clearwater-specific assumptions and functionality.
• Understands and applies Clearwater's core value proposition (aggregate, reconcile, report) in a broad context and is developing expertise in at least one specific market/regulatory regime (e.g., IM, US insurance, Solvency II, Local GAAP, Canadian insurance).
• Familiar with Clearwater's core offering of Accounting, Compliance, Risk, and Performance reports and is in the early stages of building a repertoire of user stories.
• Effectively communicates and collaborates with a global team to resolve problems and address client inquiries accurately and efficiently.
• Serves as a trusted client advocate and a confident advisor to clients.

Requirements

• Required skills: Beginner skills in project management tools (Clarizen, Salesforce, JIRA), and Clearwater. tools/skills associated with area of expertise (e.g., asset classes, accounting).
• Knowledge of investment accounting policies and procedures.
• Knowledge of Equities, Fixed Income, and structured products.
• Proven history of proficient Excel use.
• Dynamic problem-solving skills, and an innate sense of curiosity.
• Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income.
• Experience with General Ledger systems (e.g., Workday, Peoplesoft) and period-end closing processes.
• Project management & Leadership skills.
• 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.

Qualifications

• Certified Bachelors/master's course in Finance or Accounting or related field.
• 5+ years of relevant experience in related field.