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.
Integrated Investment Accounting, Compliance, Performance & Risk Reporting β’ daily aggregation, reconciliation and validation of investment data β’ Complete investment portfolio transparency β’ Automated GAAP, STAT and Tax Investment Accounting β’ saas
1001 - 5000 employees
March 8
π½ New York β Remote
π΅ $102k - $144k / year
β° Full Time
π Senior
π Program Manager
π¦ H1B Visa Sponsor
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.
Integrated Investment Accounting, Compliance, Performance & Risk Reporting β’ daily aggregation, reconciliation and validation of investment data β’ Complete investment portfolio transparency β’ Automated GAAP, STAT and Tax Investment Accounting β’ saas
1001 - 5000 employees
β’ The Program Manager is responsible for identifying and finalizing project/implementation scope. β’ Develops detailed implementation plans including internal, client and third-party resourcing. β’ Manages and coordinates with internal, client and third-party resources to ensure a successful, on-time quality implementation per plan. β’ Generates weekly status reports, holds weekly status meetings with client and project team. β’ Schedules and leads steering committee meetings with C-level client decision makers and Clearwater senior management. β’ Serves as a trusted relationship manager responsible for ensuring timely, accurate, and thorough responses to all client inquiries and a successful transition to the steady-state servicing team. β’ Manages and reports on budget for implementations. β’ Possess the ability to seek out, recommend, and implement continuous service improvements within the project timeline (and future projects). β’ Leads the transition from Sales team to Global Delivery team pre-project kick-off and from Global Delivery to Client Services upon implementation.
β’ Expert Technical skills in JIRA, Excel, Clarizen and Salesforce. β’ Financial Services Experience (Investment, Banking, Insurance, FinTech, etc). β’ Project manage in a matrix reporting environment. β’ Investment accounting and reporting knowledge. β’ Familiarity with Software-as-a-Service (SaaS) platforms and delivery model. β’ Strong computer skills, including proficiency in Microsoft Office. β’ Excellent attention to detail and strong documentation skills. β’ Outstanding verbal and written communication skills. β’ Strong organizational and interpersonal skills. β’ Exceptional problem-solving abilities.
β’ health/vision/dental insurance β’ 401(k) β’ PTO β’ parental leave β’ medical leave β’ STD/LTD insurance benefits
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