Sr. Subject Matter Expert

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* Job Summary:

** Collaborating with development teams, they strategize and enhance our product offering, streamline the client onboarding experience, and expediate delivery time frames through scalable processes.
** Responsibilities:
** Proactively identifies opportunities for improvement and takes the lead in developing solutions within their role or team.

Provides guidance to peers on industry knowledge, although Clearwater-specific assumptions and functionality are still being developed. Not yet at a level to serve as a confident client advisor.

Shares knowledge by designing and implementing training materials and Standard Operating Procedures (SOPs), while also influencing thought leadership and contributing to whitepapers. Has the ability to influence project stakeholders by providing clear solutions for their requirements. Strategizes with product management and development teams to enhance the client onboarding experience, reduce delivery time frames, and establish repeatable, scalable processes.
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* Required skills:

** Advanced Skills in Project management tools (Clarizen, Salesforce, JIRA), and Clearwater tools/skills associated with area of expertise (e.g., asset classes, accounting). Advanced Knowledge of investment accounting policies and procedures.

Advanced knowledge Equities, Fixed Income, and structured products.

Dynamic problem-solving skills, and an innate sense of curiosity.

Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income.

Advanced

Experience with General Ledger systems (e.g., Workday, Peoplesoft) and period-end close processes.

Advanced Project management & Leadership skills.

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.
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* Education and Experience:

** 7+ years of relevant experience in related field.

Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply! You may be just what we're looking for.
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