Job Description

Responsibilities:

• Owns a product in the Clearwater system
• With occasional guidance from their lead, prioritizes and manages the backlog for their product
• Defines requirements for feature development with occasional support from their lead
• Collaborates with their development team on the design and building of features
• Defines the product roadmap for their product
• Communicates regularly with stakeholders about the product roadmap and upon release of functionality
• Actively speaks with clients about their components use case and future needs
• Measures success of new feature releases
• Act as a subject manager expert in Investment Management technologies and operations
• Provides expertise and support to the Sales team on their product

• BS in Finance or Accounting or related field or equivalent combination of education and experience
• 10+ years professional experience in Investment Management, Operations, or Accounting
• Possess strong analytical skills, with excellent problem-solving abilities in the face of ambiguity.
• Experience working directly with clients
• Ability to work across the organization with sales, product, operations and technology
• Knowledge of Investment Management, Asset Management, Private Markets and financial services

• Extraordinary written and verbal skills. Ability to contribute to software design documentation, presentation, sequence diagrams and present complex technical designs in a concise manner.
• Experience writing business requirements for a financial technology product or service
• Prior experience preparing and delivering presentations to clients and internal stakeholders
• Prior experience working in Investment Management Products and Services, like, Portfolio Management System (PMS), Order/Execution Management System (OEMS), Trade Confirmation, Trade Routing/Settlement, IBOR (Investment Book of Records) etc
• Advanced in Microsoft Excel, Word, and PowerPoint

• Headquarters in the heart of downtown Boise with global offices in New York, Seattle, Edinburgh, London, Paris, Singapore
• Business casual atmosphere in a flexible working environment
• Team focused culture that promotes innovation and ownership
• Access to cutting edge investment reporting technology and expertise
• Continual learning, professional development, and growth opportunities

Clearwater Analytics