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Job Description
About Clearwater Analytics®
Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations make the most of investment portfolio data with cloud-native software and client-centric servicing. Every day, investment professionals worldwide trust Clearwater to deliver timely, validated investment data and in-depth reporting.
- Identify and finalize project/implementation scope
- Develop detailed implementation plans including internal, client and third-party resourcing
- Manage and coordinate with internal, client and third-party resources to ensure a successful, on-time and with quality implementation per plan
- Generate weekly status reports, hold weekly status meetings with client and project team
- Schedule and lead steering committee meetings with C-level client decision makers and Clearwater senior management
- Change management
- Manage and report on budget for implementation
- 8+ years of project management and implementation experience working with external clients implementing large scale programs (multi-location settings a plus)
- Financial Services Experience (Investment, Banking, Insurance, FinTech, etc)
- Excellent communication skills (written, verbal, internal and client facing)
- Excellent organizational skills and ability to multi-task
- Project manage in a matrix reporting environment
- Track record of delivering projects on time and in budget
- Ability to seek out, recommend and implement continuous service improvements within the project timeline (and future projects)
- Investment accounting and reporting knowledge
- Consulting experience
- Securities or financial markets experience
- Familiarity with Software-as-a-Service (SaaS) platforms and delivery model
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About Company
Clearwater Analytics is the leading provider of investment accounting software for reporting and reconciliation services for institutional investors.
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