Operations Delivery Lead

Job Summary:

Operations Delivery Leads play a crucial role in ensuring smooth daily operations within the Client Servicing division, flexing to meet the needs of team members and clients. They are responsible for managing projects across the department that address key business issues; being viewed as problem solvers and technical domain experts by the team. ODLs have an eye towards continuous improvements, working to identify inefficiencies and helping the department to scale operations.

They set the standard for team delivery in daily objectives, challenging current measures to raise the bar on team goals.

Acts as a subject matter expert on local regulatory and accounting topics. Collaborates directly with clients to build and own valuable relationships and ensure their success. Leads day-to-day delivery from Client Service team to clients by managing and prioritizing team queues/client requests and coordinating resources. Monitors and analyses operational performance metrics such as efficiency, accuracy, and timeliness, preparing regular reports on operational performance and communicating the results to internal stakeholders and clients.

Identifies and interprets trends and patterns in datasets to address problems sistently supports process automation initiatives to improve efficiency metrics. Acts as mentor and coach to the wider team by providing ongoing training and development on internal systems, processes, and technical topics. Works across the department to develop operational priorities, recommending and driving solutions in support of agreed business objectives and goals.

Owns complex client queries and project work on behalf of the department, mobilising departmental resources when required.

• Strong domain understanding of the Clearwater system including reports & customization, statements, dashboards, report manager, formulas, advanced grouping, and filtering.
• Familiar with the core offering of Accounting, Compliance, Risk, and Performance reports.
• An understanding of broad areas of specialization; one area of deep domain knowledge (e.g., accounting, cashflows, performance, compliance, AM tools, etc.).
• Demonstrated experience of process improvement and mentorship/coaching.
• 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.

• Bachelor’s degree or higher in Accounting, Finance or Business-related degree.
• Accounting qualification preferred (i.e. ACCA, CA, ACA) 4+ years of relevant experience.

Thank you for your interest in a career with Clearwater! Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system.

Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at

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, You may be just what we're looking for.