About this role
Salary: £24,000 - 60,000 per year
Requirements: Bachelors or masters degree in finance, accounting, or a related field7+ years of relevant experience in a related fieldCFA or CPA is desirableProven experience in Client Servicing and/or Onboarding teams in ClearwaterAdvanced experience with General Ledger systems and period-end close processesAdvanced knowledge of investment accounting policies and proceduresExperience in securities or financial markets, especially involving alternative assetsKnowledge of at least one market or regulatory regime, such as NAIC or Local GAAPKnowledge of Clearwater platform data migration processes, including inbound/outbound feeds, cost basis file loads, and load parallelsExcellent attention to detail and strong documentation skillsOutstanding verbal and written communication skillsStrong problem-solving abilities Responsibilities: Proactively identify opportunities for value-added professional services with existing steady-state clients by working closely with Client Services and our leadership teamsApply hands-on expertise in our core offering of Accounting, Compliance, Risk, and Performance reports, using a robust repertoire of best-practice solutionsLead requirements analysis and solution design, considering both complexity and scaleStrategize with Client Services, Product Management, and Development teams to enhance the client change management experienceOptimize delivery timeframes and establish repeatable, scalable processesServe as a trusted client advocate and confident client advisor Technologies: More:
We are hiring a Subject Matter Expert within our Professional Services division, which delivers change, transformation, and advisory services to our existing clients on Clearwaters SaaS platform. We work closely with Client Services, Global Delivery, and R&D to identify value-added opportunities, implement client change projects, and improve our product offering and delivery efficiency. Our team works across investment accounting, general ledger, client reporting, and derivatives and alternatives asset classes on a variety of billable client projects. This is a full-time role based in our offices in Edinburgh, Boise, or London.
last updated 36 week of 2026