Implementation Associate are responsible for aiding the onboarding process for new clients onto the company's SaaS platform and service model. They collaborate with both clients and various Clearwater/Jump teams to assess requirements and customize solutions. These solutions are tailored to fulfill the client's accounting, compliance monitoring, performance measurement, risk analysis, and reporting necessities.
Responsibilities:
- Demonstrates a deep understanding of Clearwater's/Jump core value proposition and effectively communicates its value to clients.
- Proficiently follows Clearwater Way methodologies for client implementation and onboarding, ensuring alignment and support.
- Provides comprehensive training to Clearwater/Jump's clients.
- Effectively communicates project status, issues, and risks to all relevant stakeholders.
- Independently leads a project workstream with competence.
- Skillfully troubleshoots and resolves customer issues during the implementation process.
- Manages client and internal stakeholder relationships, including senior-level management, throughout the implementation process.
- Delivers exceptional consultancy services, ensuring that project objectives align with project plans.
- Identifies and promptly escalates risks and issues to the Project Manager and Senior Stakeholders for appropriate action.
- Applies acquired skills and decision-making best practices to successfully complete various tasks.
- Earns trust by consistently delivering accurate, timely, and comprehensive responses to routine inquiries, both in written and verbal contexts.
- Has the ability to provide internal training to colleagues, sharing expertise effectively within the team.
- Proficiently documents and suggests internal process improvements and product enhancements.
- A seasoned professional with a comprehensive understanding of their specialization, adept at resolving a wide range of issues using creative solutions.
- Identifies opportunities for improvement and takes the lead in implementing solutions within the team, contributing to continuous improvement efforts.
Required Skills:
- Advanced knowledge of general investment accounting principles and practices. Beginning to understand nuances relating to at least one non-GAAP accounting basis (IFRS, STAT, TAX, etc.).
- Leadership Skills to lead workstreams in implementation.
- Advanced understanding of TVOM, duration, yield, returns, and risk exposures.
- Advanced understanding of vanilla fixed income and equity investments.
- Advanced Knowledge of investment accounting policies and procedures preferred.
- Advanced Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income preferred.
- Advanced Experience with relational database principles and SQL querying.
- Project management skills 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.
- Strong Analytical skills, being able to solve complex math problems.
Education and Experience:
- Master's degree in related field.
- 2+ years of relevant experience.
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