Lead Implementation Associate

• Demonstrates a deep understanding of Clearwater's core value proposition and effectively communicates its value to Clearwater clients. 

• Proficiently follows Clearwater Way methodologies for client implementation and onboarding, ensuring alignment and support. 

• Provides comprehensive training to Clearwater's clients on Clearwater's Platform. 

• Effectively communicates project status, issues, and risks to all relevant stakeholders. 

• Independently leads a project workstream with competence. 

• Skillfully troubleshoots and resolves customer issues during the implementation process. 

• Manages client and internal stakeholder relationships, including senior-level management, throughout the implementation process. 

• Delivers exceptional consultancy services, ensuring that project objectives align with project plans. 

• Identifies and promptly escalates risks and issues to the Project Manager and Senior Stakeholders for appropriate action. 

• Applies acquired skills and decision-making best practices to successfully complete various tasks. 

• Earns trust by consistently delivering accurate, timely, and comprehensive responses to routine inquiries, both in written and verbal contexts. 

• Has the ability to provide internal training to colleagues, sharing expertise effectively within the team. 

• Proficiently documents and suggests internal process improvements and product enhancements. 

• A seasoned professional with a comprehensive understanding of their specialization, adept at resolving a wide range of issues using creative solutions. 

• Identifies opportunities for improvement and takes the lead in implementing solutions within the team, contributing to continuous improvement efforts. 

Required Skills:  

• Advanced knowledge of general investment accounting principles and practices. Beginning to understand nuances relating to at least one non-GAAP accounting basis (IFRS, STAT, TAX, etc.). 

• Leadership Skills to lead workstreams in implementation. 

• Advanced understanding of TVOM, duration, yield, returns, and risk exposures.  

• Advanced understanding of vanilla fixed income and equity investments. 

• Advanced Knowledge of investment accounting policies and procedures preferred. 

• Advanced Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income preferred. 

• Advanced Experience with relational database principles and SQL querying. 

• Project management skills preferred. 

• Strong computer skills, including proficiency in Microsoft Office.  

• Excellent attention to detail and strong documentation skills.