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Implementation Associate (Investment Accounting & Reporting)

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Clearwater Analytics

Jan 11

  • Job
    Full-time
    Mid & Senior Level
  • Accounting & Tax
    Business, Operations & Strategy
  • Quick Apply

AI generated summary

  • You should have knowledge of investment accounting/reporting (German GAAP, IFRS), Excel skills, financial markets understanding, proficiency in Microsoft Office, fluency in German and English, and a relevant Master's degree.
  • You will onboard clients, conduct training, manage relationships, troubleshoot issues, communicate project status, provide consultancy, and escalate risks during the implementation process.

Requirements

  • Knowledge of investment accounting policies and reporting (e.g. German GAAP, IFRS), preferred.
  • Good skills in Excel (basic formulas and formatting).
  • Securities or financial markets knowledge, especially involving derivatives, alternatives, structured products, and/or fixed income preferred.
  • Strong computer skills, including proficiency in Microsoft Office.
  • Excellent attention to detail and strong documentation skills.
  • Outstanding verbal and written communication skills.
  • Strong organizational and interpersonal skills.
  • Exceptional problem-solving abilities.
  • Fluency in German and English
  • Master's degree in related field e.g. audit, accounting, financial markets.

Responsibilities

  • Demonstrates a deep understanding of Clearwater's core value proposition and effectively communicates its value to clients.
  • Takes charge of the onboarding process for clients onto Clearwater's platform.
  • Conducts comprehensive training sessions for Clearwater's clients, ensuring they become proficient in using the Clearwater platform.
  • Communicates project status, issues, and risks in an effective and transparent manner.
  • Skillfully troubleshoots and resolves customer issues that may arise during the implementation phase.
  • Manages client and internal stakeholder relationships adeptly throughout the entire implementation process.
  • Provides valuable consultancy services to clients, ensuring that their goals align with the established project plans and objectives.
  • Identifies and promptly escalates any identified risks and issues to the Project Manager for appropriate action.
  • Applies acquired skills, procedures, and best practices in decision-making to successfully complete various tasks.
  • Earns trust by consistently delivering accurate, timely, and comprehensive responses to routine inquiries, both in written and verbal contexts.

FAQs

What is the primary responsibility of an Implementation Associate in this role?

The primary responsibility is to aid the onboarding process for new clients onto the company's SaaS platform, collaborating with clients and various teams to assess requirements and customize solutions.

What type of training will the Implementation Associate provide to clients?

The Implementation Associate conducts comprehensive training sessions to ensure clients become proficient in using the Clearwater platform.

What skills are required to succeed in this position?

Required skills include knowledge of investment accounting policies, good Excel skills, strong communication and problem-solving abilities, exceptional attention to detail, and fluency in both German and English.

What educational background is preferred for this role?

A Master's degree in a related field such as audit, accounting, or financial markets is preferred.

Is knowledge of financial markets necessary for this position?

Yes, knowledge of securities or financial markets, especially involving derivatives, alternatives, structured products, and/or fixed income, is preferred.

How does the Implementation Associate communicate project status and potential issues?

The Implementation Associate communicates project status, issues, and risks in an effective and transparent manner to ensure all stakeholders are informed.

How important is attention to detail in this job?

Attention to detail is critical, as the Implementation Associate must deliver accurate, timely, and comprehensive responses to inquiries, as well as maintain strong documentation skills.

What languages are required for this role?

Fluency in both German and English is required for this position.

What kind of problems might the Implementation Associate need to troubleshoot?

The Implementation Associate may need to troubleshoot and resolve customer issues that arise during the implementation phase.

What kind of relationship management skills are essential for this position?

Strong organizational and interpersonal skills are essential for managing relationships with clients and internal stakeholders throughout the implementation process.

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Clearwater Analytics

Empowering our client partners to run an outstanding investment accounting operation that helps drive business growth

Technology
Industry
1001-5000
Employees
2004
Founded Year

Mission & Purpose

Clearwater Analytics (NYSE: CWAN) is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations. Clearwater aggregates, reconciles, and reports on more than $6.4 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide. For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients. With global headquarters in Boise, Idaho, and offices in Edinburgh, Frankfurt, London, New Delhi, New York, Paris, Seattle, Singapore, and Washington D.C., Clearwater sets the new global standard for investment portfolio reporting.