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.

Description

We are looking for someone who has the enthusiasm, drive, and ability to manage a team of program managers that support the implementation of Clearwater’s investment reporting solution for their Core client base within a global framework. This person will be a versatile leader and a valued contributor, held to the highest standards of client and employee success. He/she will work together with multiple departments and operating locations to promote effective communication, collaboration and accountability between the groups.

Responsibilities:

Project Manage at least one strategic client implementation
Hire, retain, train, mentor, motivate, and empower a world-class team of program managers
Own preparation, execution, and follow-up for monthly 1-on-1s and biannual reviews in a performance management capacity
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 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 diverse investment reconciliation and reporting needs of Clearwater's largest clients during the on-boarding phase
Strategize with product management and development teams to improve our client on-boarding experience, shorten delivery time frames, and develop repeatable, scalable processes
Drive Process improvements that lead to efficiency gains and scalability within the team
Ability to drive effective project planning and portfolio reviews with the project managers based on client requirements

Requirements:

6-9+ years of professional work experience in financial services in a leadership role
Managed teams of 10+ in a project management capacity
Have worked within a global framework where operational teams are coordinating across different time zones
Ability to manage people and projects effectively in an Agile system and matrix reporting environment
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
Track record of delivering projects on time and in budget
Ability to seek out, recommend and implement continuous service improvements within the project timeline (and future projects)
Change management
Experience interfacing with CXO level clients
Strong MS Office Suite proficiency

Desired Knowledge and Skills:

Experience with Project Management tools
Securities and financial markets knowledge
Familiarity with accounting and reporting for fixed income, structured products, and/or derivatives
Consulting experience

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