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 $3 trillion in assets across thousands of accounts daily for our Fortune 500 clients.

Position Details

As Manager of the Client Services in India, you will be responsible for hiring, training, mentoring, and retaining a world class team of data analysts. You will collaborate with teams and leaders throughout the organization residing in India as well as operations centers in the US and UK to ensure Clearwater’s data is accurate and comprehensive and our tools and processes are robust and efficient.  The team’s initial responsibilities will focus on back end client operational support for day to day and monthly client report delivery.  To effectively lead this team, it is critical to instill a metric driven organization while taking great care to delegate but not abdicate your responsibility to ensuring the success of your constituents.  Clearwater is experiencing explosive growth due to our unrivaled product, software backed approach to scalability, and client centric culture giving you the opportunity to blend your knowledge and experiences with an industry leading organization.  The ideal candidate is innately inspirational, humble, and hard working with a bias to lead from the front rather than manage from afar.  

Responsibilities:

  • Hire, retain, train, mentor, motivate, and empower a world-class team of implementation analysts and subject matter experts
  • Own preparation, execution, and follow-up for monthly 1-on-1s and biannual reviews in a performance management capacity
  • Focus on strategy and execution of operational efficiency initiatives through implemention of a quality framework such as Six Sigma
  • Identify, communicate, and facilitate learning and career-growth opportunities for each member of your team
  • Serve as a confident, knowledgeable, and patient escalation point for high-profile inquiries from client, Clearwater, and third-party stakeholders including key decision-makers and senior leadership
  • Design, implement, and track quantitative and qualitative metrics to measure the success of projects, people, and processes
  • Scope requirements and configure solutions using proprietary software tools to meet the accounting, compliance, performance, risk, and regulatory reporting needs of Clearwater's largest clients during the onboarding phase
  • Strategize with product management and development teams to improve our client onboarding experience, shorten delivery timeframes, and develop repeatable, scalable processes

Desired Skills:

  • Direct experience in a people or project management role - 5-7years
  • Delivering to measurable KPIs weekly and monthly in prior roles
  • Mastery of a wide range of investment accounting and finance knowledge
  • Practical experience with implementations, process oriented, and experience working within global teams
  • Familiarity with insurance and/or investment management market concepts a plus
  • Exceptional organizational and interpersonal skills with demonstrated ability to resolve competing priorities under pressure
  • Ability to clearly, concisely, and confidently communicate information in written and verbal contexts, including small and large group settings for both internal and external (client-facing) audiences

 

Apply for this Job

* Required
  
  
When autocomplete results are available use up and down arrows to review
+ Add Another Education


U.S. Equal Opportunity Employment Information (Completion is voluntary)

Individuals seeking employment at Clearwater Analytics are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation. You are being given the opportunity to provide the following information in order to help us comply with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements.

Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.


Form CC-305

OMB Control Number 1250-0005

Expires 1/31/2020

Voluntary Self-Identification of Disability

Why are you being asked to complete this form?

Because we do business with the government, we must reach out to, hire, and provide equal opportunity to qualified people with disabilities1. To help us measure how well we are doing, we are asking you to tell us if you have a disability or if you ever had a disability. Completing this form is voluntary, but we hope that you will choose to fill it out. If you are applying for a job, any answer you give will be kept private and will not be used against you in any way.

If you already work for us, your answer will not be used against you in any way. Because a person may become disabled at any time, we are required to ask all of our employees to update their information every five years. You may voluntarily self-identify as having a disability on this form without fear of any punishment because you did not identify as having a disability earlier.

How do I know if I have a disability?

You are considered to have a disability if you have a physical or mental impairment or medical condition that substantially limits a major life activity, or if you have a history or record of such an impairment or medical condition.

Disabilities include, but are not limited to:

  • Blindness
  • Deafness
  • Cancer
  • Diabetes
  • Epilepsy
  • Autism
  • Cerebral palsy
  • HIV/AIDS
  • Schizophrenia
  • Muscular dystrophy
  • Bipolar disorder
  • Major depression
  • Multiple sclerosis (MS)
  • Missing limbs or partially missing limbs
  • Post-traumatic stress disorder (PTSD)
  • Obsessive compulsive disorder
  • Impairments requiring the use of a wheelchair
  • Intellectual disability (previously called mental retardation)
Reasonable Accommodation Notice

Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.

1Section 503 of the Rehabilitation Act of 1973, as amended. For more information about this form or the equal employment obligations of Federal contractors, visit the U.S. Department of Labor's Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.