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


  • Identify and finalize project/implementation scope
  • Develop detailed implementation plans including internal, client and third-party resourcing
  • Manage and coordinate with internal, client and third-party resources to ensure a successful, on-time and with quality implementation per plan
  • Reconcile investment transactions & accounting information for client portfolios
  • Generate weekly status reports, hold weekly status meetings with client and project team
  • Schedule and lead steering committee meetings with C-level client decision makers and Clearwater senior management
  • Be the bridge between various business stakeholders including Client Servicing team, Sales team, and Development team
  • Manage and report on budget for implementation
  • Work with Global Delivery and sales team to Implement new clients
  • Financial Services Experience


  • 2+ years of Program Management or Large Implementations
  • Project management in agile matrix environment
  • Track record of delivering projects on time and on budget
  • Financial Services Experience (Investment, Banking, Insurance, FinTech, etc)
  • Excellent communication skills (written, verbal, internal and client facing)
  • Excellent organizational skills and ability to multi-task 

Desired Experience and Skills:

  • Investment accounting and reporting knowledge
  • Securities or financial markets experience
  • Familiarity with Software-as-a-Service (SaaS) platforms and delivery model



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