Clearwater Analytics

Sr. Subject Matter Expert - Implementations (OEMS)

Clearwater Analytics$130K — $168K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Deep knowledge in investment accounting or related area
  • Broad industry expertise contributing to objectives and principles
  • Ability to manage multiple projects effectively
  • Proficient in Microsoft Office and strong computer skills
  • Excellent attention to detail with strong documentation skills
  • Outstanding verbal and written communication abilities
  • Exceptional problem-solving and interpersonal skills

Responsibilities

  • Translate client requirements into system applications and design materials
  • Deliver accurate responses to inquiries in written and verbal formats
  • Collaborate globally to resolve complex client issues
  • Strategize with teams to enhance product offerings and processes
  • Mentor and train team members, developing SOPs and training materials
  • Drive continuous improvement of team processes and resources
  • Manage projects and coordinate resources effectively

Benefits

  • Health, vision, and dental insurance
  • 401(k) plan
  • Paid time off (PTO)
  • Parental leave
  • Medical leave
  • Short-term and long-term disability insurance
Full Job Description

 The Team:

The Client Onboarding team is spread across three verticals (PMS, OEMS, and Managed Services Implementation) and is responsible for ensuring a smooth and efficient onboarding process for new clients. These teams act as the face of Enfusion's platform to our buy-side clients including traders, portfolio managers and operational users throughout the project lifecycle and serve as the central point of contact for internal Enfusion teams including Product, Technology, and Account Management.

The Role:

The OEMS Implementation Manager will work directly with Front Office teams to implement new trading systems and workflows. You will be acting as a dedicated Implementation Manager to lead the implementation process for Enfusion clients including project planning, requirements gathering, workflow review, product setup, UAT and client go-live. By working alongside the Electronic Trading Manager, you will be able to shape the product strategy and evolve Enfusion’s Order and Execution Management System (OEMS). 

What You’ll Do:

  • Provide clients with consultation on best practices and workflows during implementations 

  • Engage with external parties to understand business workflows and translate them into software solutions 

  • Deliver best in class customer solutions offering scalability and client business enhancement

  • Manage multiple projects simultaneously within set deadlines 

  • Provide product demos for internal and external parties to introduce and market new product features and offerings 

  • Deliver product enhancements and collaborate with the Development team during the implementation phase of projects. 

  • Maintain a technical understanding of how our products are built, and therefore be able to identify alternatives to end-user needs, technical limitations, and time-to market goals 

  • Act as a client escalation point and subject matter expert for any OEMS issues up to and through client initial go-live phase. 

  • Constantly evaluate the market (i.e. keep up with industry trends, and ensure compliance with new regulations) and adjust product roadmap priorities accordingly

What You’ll Need:

  • 8+ years of experience/internship in Financial Services or Investment Technology: Buy-side (OMS, EMS, IMS) or Sell-side product design, development, and deployment. 

  • Degree in Finance, Accounting, Economics, Financial Math or related field 

  • An understanding of front to back-office electronic / STP trading workflows, including FIX Protocol and pre-trade compliance standards, across multi-asset financial instruments

  • A strong understanding of a variety of financial products and derivatives (Equities, Options, Futures, FX, Fixed Income, CDS, IRS, etc.). 

  • Ability to handle and prioritize multiple projects and work independently 

  • Excellent verbal and written communication skills  

Salary Range: $130,000-$168,000

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
NASDAQ

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