Subject Matter Expert - Financial Services and Client Onboarding
Clearwater Analytics India Private Limited
Work from Office
Full Time
Min. 7 yearsJob Description
Professional Services Team Lead
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.
As a Financial Consultant (Implementations), you will be required to work with both business experts (senior market finance consultants, managers, risk managers, etc.) and technical experts (R&D team, Delivery & DevOps team, etc.)
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
Experience Level
Senior LevelJob role
Job requirements
About company
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