Sr. Subject Matter Expert - Implementations (Portfolio Management System)

Clearwater Analytics•Chicago, IL

4d•$85,000 - $120,000

About The Position

The Team: The Client Onboarding team is spread across three verticals (PMS, OEMS, and Managed Services Implementation) and is responsible for ensuring a smooth and efficient onboarding process for new clients. These teams act as the face of Enfusion platform to our buy-side clients including traders, portfolio managers and operational users throughout the project lifecycle and serve as the central point of contact for internal Clearwater teams including Product, Technology, and Account Management. The Role: The PMS Implementation Subject Matter Expert will act as a guide and subject matter expert for clients when implementing Enfusion’s PMS (Portfolio Management System). This role will build strong PMS product knowledge, manage a positive relationship with our clients, understand and apply project methodologies and risk management processes, development requirement documents, summarize data, and be the point person for client-facing communication.

Requirements

8+ years of experience in the hedge fund or asset management industry, including front, middle, and back office workflows.
5+ years of Fintech onboarding and / or software implementation experience preferred
Bachelors’ degree or higher in an applicable field of study.
A client-service mentality and collaborative work style
Strong client-facing communication and analytical skills are paramount.
Solid project management / milestone / dependency tracking experience with an ability to identify and escalate project risks
Ability to manage competing priorities and deliver with high quality.
Thorough knowledge of a wide range of both listed and OTC financial products.
Experience with commercial Order Management, Portfolio Management and Investment Record keeping software

Responsibilities

Manage new client implementations and serve as the first point of contact for new clients regarding platform customization, Q&A and workflow consulting.
Consult with clients to match their current and desired business processes with Enfusion software and services solutions.
Engage senior client and internal stakeholders to review project progress and task-level status.
Liaise with internal production team to support Data migration, Interfaces, Trading workflows, troubleshoot P&L and accounting issues.
Facilitate the setup of various components Enfusion software such as Funds, Brokers, Trade Commissions, Market Environment, GL accounts, etc. based on unique client requirements.
Facilitate the setup of custom Position, Trade and Accounting reporting requirements.
Identify opportunities for process improvement and documentation in the Implementation workflow and other internal processes.

Benefits

Business casual atmosphere
Team focused culture that promotes innovation and ownership
Access cutting edge investment reporting technology and expertise
RSUs as well as employee stock purchase plan and 401k with match
PTO and volunteer time off to give back to the community
Defined and undefined career pathways allowing you to grow your own way
Work from anywhere 3 weeks out of the year
Work from home Fridays
Maternity and paternity leave
Salary Range $85,000 - $120,000
For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits.