Subject Matter Expert - Professional Services

Jump Technology

Clearwater way methodologies
Investment accounting policies
Equities, fixed income, structured products
The Subject Matter Expert will be responsible for onboarding new clients onto Clearwater’s SaaS platform, providing deep domain expertise in areas like Solvency II reporting or Derivatives & Alternatives asset classes

Job Summary

  • The Subject Matter Expert will be responsible for onboarding new clients onto Clearwater’s SaaS platform, providing deep domain expertise in areas like Solvency II reporting or Derivatives & Alternatives asset classes.
  • Responsibilities include leading client implementations using Clearwater Way methodologies, identifying and developing solutions for improvement, and sharing knowledge through training materials and SOPs.
  • The role involves strategizing with product management and development teams to enhance the client onboarding experience, reduce delivery timeframes, and establish scalable processes.

Matching Summary

The Subject Matter Expert will be responsible for onboarding new clients onto Clearwater’s SaaS platform, providing deep domain expertise in areas like Solvency II reporting or Derivatives & Alternatives asset classes.

Skills & Requirements

Must-have

  • Clearwater Way methodologies
  • investment accounting policies
  • Equities, Fixed Income, structured products
  • General Ledger systems
  • financial accounting and Investment statements
  • Clearwater's core offering reports

Nice-to-have

  • innate sense of curiosity
  • thought leadership
  • trusted client advocate
  • dynamic problem-solving skills
  • collaborative division

Key Requirements

  • 7+ years of relevant experience
  • Bachelors/Masters in Finance or Accounting
  • Advanced Project management & Leadership skills
  • Proficient Excel use

Work Rights

Not specified

Tailored Resume

Cover Letter