Portfolio Management Systems (PMS) Sr. Subject Matter Expert - Implementations

Clearwater Analytics•Chicago, IL

About The Position

This team sits within Clearwater Analytics and supports clients leveraging our Enfusion PMS capabilities, a core part of our portfolio management and accounting platform. The team operates across front, middle, and back-office workflows, partnering with asset managers to implement and optimize trading, portfolio, and accounting processes. You’ll work across the full investment lifecycle—connecting trades, positions, P&L, and financial reporting—developing a strong understanding of how front-office activity flows through to accounting outputs. The team also partners closely with Valuation & Risk on complex instruments and analytics.

Requirements

6+ years of experience with Portfolio Management Systems, or in middle office/operations (asset manager, bank, or administrator)
Strong understanding of trading workflows, P&L, and/or portfolio accounting
Analytical mindset with the ability to solve complex problems across systems
Ability to manage multiple priorities in a fast-paced, client-facing environment
Strong communication skills and professional presence

Nice To Haves

Exposure to accruals, complex instruments (e.g., swaps), or tax lot accounting is a plus

Responsibilities

Partner with clients to design and implement trading and order workflows aligned to their strategies
Develop expertise in trade lifecycle functionality within our Enfusion PMS capabilities (e.g., corporate actions, options, futures, position transfers)
Own trade allocation and commission setups
Analyze and decompose P&L across asset classes, identifying key drivers and resolving discrepancies
Calculate and validate NMV, exposure, and monetized Greeks
Investigate and resolve PMS vs. General Ledger discrepancies
Support client implementations and serve as a trusted point of contact