Lead Implementation Associate

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