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