Clearwater Analytics

Lead LP Associate

Clearwater Analytics • $80K — $110K *
Boise, ID 83709In-Person
Finance & Insurance
Less than 5 years of experience
Reposted Today
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Job Overview by Ladders

Qualifications

  • Bachelor's or Master's degree in Finance, Accounting, or Business Administration.
  • 3+ years of relevant experience in alternative investments or LP relationships.
  • Advanced knowledge of investment accounting principles specifically for LP structures.
  • Proven leadership skills for effective project delivery and management.
  • Understanding of investment performance metrics, risk exposure, and valuation methodologies.
  • Strong project management and multitasking abilities in high-pressure environments.
  • Exceptional communication and interpersonal skills for stakeholder engagement.

Responsibilities

  • Communicate the firm's value proposition to LPs and articulate its benefits.
  • Oversee the client onboarding process, ensuring alignment with needs and processes.
  • Provide training and support on services and reporting tools to LP clients.
  • Effectively communicate project status, issues, and risks to stakeholders.
  • Lead project workstreams independently, showcasing initiative.
  • Resolve issues faced by LP clients during onboarding and service delivery.
  • Foster relationships with clients and internal teams throughout the engagement.

Benefits

  • Comprehensive training programs for continuous professional development.
  • Opportunities for internal promotions and career growth.
  • Supportive work environment fostering collaboration and innovation.
  • Access to advanced reporting tools and services for LPs.
  • Flexible work arrangements to promote work-life balance.
Full Job Description
Job Summary:

The Lead LP Associate is responsible for managing relationships with Limited Partners (LPs) and assisting with the onboarding process for new LP clients onto the company's services. This role demands collaboration between clients and various internal teams to understand requirements and develop tailored solutions that meet the LP's investment accounting, performance measurement, compliance monitoring, and reporting needs.

Responsibilities:
  • Demonstrate a deep understanding of the firm's value proposition specifically geared toward LPs, effectively communicating its benefits to clients.
  • Follow established methodologies for client onboarding, ensuring alignment with client needs and internal processes.
  • Provide comprehensive training and support to LP clients on the services and reporting tools available.
  • Communicate project status, potential issues, and risks to all stakeholders effectively, ensuring transparency throughout the onboarding process.
  • Independently lead project workstreams, demonstrating strong initiative and accountability.
  • Troubleshoot and resolve issues faced by LP clients during the onboarding and service delivery process.
  • Manage relationships with clients and internal stakeholders, including senior management, throughout the engagement lifecycle.
  • Deliver exceptional consultancy services, ensuring project objectives align with company goals and client expectations.
  • Identify and escalate risks or issues to relevant stakeholders for timely resolution.
  • Utilize acquired skills and best practices to complete a variety of tasks effectively and efficiently.
  • Build trust by consistently providing accurate and timely responses to client inquiries, both verbally and in writing.
  • Conduct internal training sessions for colleagues to share expertise and enhance team knowledge.
  • Document and recommend internal process improvements and service enhancements.
  • As a seasoned professional, apply creative solutions to effectively resolve complex client issues.
  • Proactively identify opportunities for process enhancement and lead initiatives to implement improvements within the team.


Required Skills:
  • Advanced knowledge of investment accounting principles and practices, with a specific focus on LP structures.
  • Proven leadership skills to effectively guide workstreams and manage project delivery.
  • Understanding of investment performance metrics, risk exposure, and valuation methodologies.
  • Familiarity with alternative investments, private equity, and accounting or audit practices is highly desirable.
  • Advanced understanding of financial markets, particularly in relation to alternatives, derivatives, structured products, and fixed income.
  • Experience with relational database principles and SQL querying preferred.
  • Strong project management skills and ability to manage multiple priorities under pressure.
  • Proficient in Microsoft Office Suite with exceptional attention to detail and documentation skills.
  • Outstanding verbal and written communication skills.
  • Strong organizational and interpersonal skills, facilitating effective collaboration.
  • Exceptional problem-solving abilities with analytical skills to navigate complex issues.


Education and Experience:
  • Bachelor's or Master's degree in a related field, such as Finance, Accounting, or Business Administration.
  • 3+ years of relevant experience in a role related to alternative investments, private equity, or LP relationships.

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. Clearwater aggregates, reconciles, and reports on more than $5.5 trillion in assets across thousands of accounts daily for our Fortune 500 clients.
Learn more about Clearwater Analytics
Size
1,500 employees
Market Cap
$4.4 billion
Industry
Finance & Insurance
NASDAQ
CWAN
* Ladders Estimates

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