As a Team Lead of a Security Creation, Corporate Actions and Descriptive Desk, you will be expected to serve as a subject matter expert for a variety of areas. You will collaborate with teams across the company to ensure our data offering and corporate action processing is truly world class and will be tasked with finding and implementing solutions when deficiencies are identified with an unwavering commitment to client success. In addition to a data centric focus, you will be called upon to support business development and client servicing initiatives which includes interactions with top professionals across some of the largest organizations in the world. To effectively fill this role, we challenge our team members to be thought leaders in the industry, positioning themselves to advise clients and prospects on best practices and clearly articulate Clearwater’s value proposition.


  • Subject Matter Expert in Issuer Data, Corporate Actions and Security Creation processes within Clearwater
  • Ensure client success through the accurate and timely delivery of data
  • Team Building: Retain, Hire, Train and Mentor a World Class Team with Industry Leading Asset Class Expertise
  • Identify, communicate and facilitate career growth opportunities for individuals on the team
  • Recognize relationship between client and employee success
  • Develop, Maintain, and Report on KPI’s on a periodic cadence
  • Collaborate cross-functionally with individuals throughout Operations, Development, Product, and Sales, as well as external clients and vendors
  • Focus on improving communication, processes, and efficiency across the department and company


  • Bachelor’s degree in Accounting, Finance, or related area of study
  • 2+ years experience in leading a cross-functional and collaborative team
  • Strong problem solving, math, and communication skills
  • Experience with SQL or other relational databases
  • Ability to manage people, projects and tasks effectively
  • Passion, Perseverance, and Accountability with an innate desire to drive client success

Desired Experience and Skills

  • Ability to read and understand at least one programming language (i.e. Python, Java, VBA, etc.)
  • Experience with business intelligence solutions
  • 3-5 years of work experience in investment management front office or operations or within an international data provider

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