Lead Implementation Associate

The Global Delivery, Client Onboarding team is spread across three verticals (PMS, OEMS, and Managed Services Implementation) and is responsible for ensuring a smooth and efficient onboarding process for new clients. These teams act as the face of Clearwater - Enfusion to our buy-side clients including traders, portfolio managers and operational users throughout the project lifecycle and serve as the central point of contact for internal teams including Product, Technology, and Account Management.

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General Responsibilities

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Support new client implementations and serve as the first point of contact for new clients regarding platform customization, Q&A and workflow consulting.

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Support internal stakeholders to review project progress and task-level status.

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Liaise with internal production teams to support Data migration, Interfaces, Trading workflows, troubleshoot P&L and accounting issues.

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Identify opportunities for process improvement and documentation in the Implementation workflow and other internal processes.

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Required Skills

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A client-service mentality and collaborative work style

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Strong client-facing communication and analytical skills are paramount.

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Solid project management / milestone / dependency tracking experience with an ability to identify and escalate project risks

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An understanding of Finance, Investment or Hedge Funds, front to back-office workflows.

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A strong understanding of a variety of financial products and derivatives (Equities, Options, Futures, FX, Fixed Income, CDS, IRS, etc.).

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Ability to handle and prioritize multiple projects and work independently

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Excellent verbal and written communication skills

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Education and Experience

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Bachelor’s degree or above in Finance, Maths, Engineering or Computer Science is strongly preferred.

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Up to 3 years experience in relevant area of specialization is a plus

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Fresh Graduates are welcome.

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