Implementations Project Management Associate

Responsibilities

• Project Planning and Management: Create and manage comprehensive project plans for an assigned portfolio, ensuring alignment with client objectives and internal goals.
• Resource Coordination: Manage and coordinate the activities of internal teams, clients, and third-party vendors across various project work streams to ensure timely execution.
• Status Reporting: Generate weekly status reports and hold weekly status meetings with clients and project teams to update on project progress and address potential issues.
• Steering Committee Leadership: Lead steering committee meetings with C-level client decision‑makers and senior management, facilitating strategic discussions and decision‑making.
• Commercial Management: Oversee project financials, including revenue recognition forecasts and unbilled bookings, ensuring budgets are adhered to and financial targets met.
• Resource Allocation Oversight: Manage and report on resource allocation, optimizing the utilization of resources for the assigned project portfolio.
• Metrics Accountability: Take responsibility for tracking project metrics such as utilization, go‑live adherence, and billing accuracy, ensuring project health is continuously monitored.
• Client Relationship Management: Serve as a trusted client relationship manager, providing timely and accurate responses to inquiries and fostering strong client partnerships.
• Transition Facilitation: Ensure a smooth transition to the steady‑state servicing team after project implementation, enabling ongoing client support.
• Multi‑Project Management: Demonstrate the ability to oversee multiple simultaneous implementations with minimal supervision, delivering results efficiently.

• Proficient in project management tools such as JIRA, Excel, Smart Sheet,  and Salesforce.
• Experience in implementing large‑scale programs, particularly in multi‑location settings.
• Proven track record of managing projects in a matrix reporting environment, delivering them on time and within budget.
• Ability to identify, recommend, and implement continuous service improvements throughout project life cycles.
• Knowledge of investment accounting and reporting processes.
• Familiarity with Change Management or Change Delivery roles in client‑facing environments.
• Exposure to investment accounting, reporting, and analytics software solutions.
• Strong technical skills and expertise in project management software.
• Familiarity with Software‑as‑a‑Service (SaaS) platforms and Fin Tech solutions.
• Background in Investment Accounting, with qualifications such as ACCA, viewed as an advantage.
• Excellent attention to detail and strong documentation skills.
• Outstanding verbal and written communication abilities.
• Strong organizational, interpersonal, and problem‑solving skills.

• Bachelor's degree in finance, accounting, or a related field; a master's degree is a plus.
• Relevant experience in financial services (Investment, Banking, Insurance, Fin Tech, etc.).
• Prior consulting experience is advantageous.
• Understanding of securities or financial markets is preferred.

Salary Range: $60,000 – $75,000

The Company reserves the right to modify this pay range at any time.

• Health, vision, and dental insurance
• 401(k) plan
• Paid time off (PTO)
• Parental leave
• Medical leave
• Short‑term disability (STD) / Long‑term disability (LTD) insurance

Clearwater Analytics is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.