Clearwater Analytics (CWAN)

The TeamEnfusion by Clearwater is the investment management system built for institutional asset managers — a cloud-native, front-to-back platform spanning portfolio management, order and execution management, risk, analytics, and accounting. The Sales Department is critical to Clearwater’s continued growth across Asia-Pacific. Spread across multiple verticals — including Operations, New Sales, Solutions Engineering, Sales Development, and Partnerships — Clearwater Sales is instrumental in broadening our footprint in the region by delivering strategic business initiatives. The RoleAs a Business Development Representative (BDR) based in Hong Kong, you will be responsible for introducing Enfusion by Clearwater to prospects across the Chinese market, kicking off and setting the tone for the sales cycle, and helping to drive our growth. This role requires more than 50% travel to Shanghai and other major cities across China to meet prospects and clients on the ground. You will create, identify, and qualify new prospect leads while learning from seasoned, high-performing sales executives. Your objective is to educate prospective clients about the value of our products and services, helping to set meetings for key decision makers and our subject matter experts. If you are ambitious, competitive, intelligent, and looking to build a successful sales career, then this is the opportunity for you! What You’ll DoThis is a highly independent, execution-focused role measured against clear, quantifiable metrics — including number of meetings booked, number of new relationships established, and the quality of your meeting notes. You will be expected to operate autonomously and consistently hit your numbers. - Execute outreach against your assigned targets in the Chinese market, putting management’s lead-generation strategy into action - Research targeted personas within institutional asset manager and hedge fund accounts to ensure effective conversations - Initiate contact with targeted prospects by sending personalized emails, cold calling, and using direct outreach and social media touch points - Achieve or exceed goals for number of meetings, new relationships established, sales qualified leads, and sales accepted leads (in both quantity and quality), and ensure a proper handoff to Sales to assist in growing the revenue of the company - Capture high-quality, detailed meeting notes to ensure clean handoffs and accurate pipeline tracking - Proactively learn Enfusion by Clearwater products and services, competitor products, and the industry - Offer pertinent resources (white papers, e-books, infographics, relevant blog articles) to prospects in an attempt to foster a relationship and increase education in the early stages of the buying process - Create relationships with clients to identify their potential needs and qualify their interests and viability to drive sales - Meet with your assigned Sales Reps and establish expectations of your partnership What You’ll Need - Drive to achieve quantifiable metrics-driven results through ownership, process optimization, and upstanding character - 3+ years of post-graduate experience in a lead-generating role or sales - Bachelor’s degree in a related field - Native Mandarin and fluent (business-level) English - Willingness and ability to travel more than 50% of the time to Shanghai and other major cities across China - A passion for learning - High-energy, team-first, and problem-solving mentality - Track record of prior success and a strong work ethic - A strong understanding and well-defined reason for being interested in a sales career - Ability to engage in meaningful conversations at all levels of management - Excellent relationship-building skills - Knowledge of a CRM (i.e. Salesforce) or database is an advantage - Experience with Microsoft Office / Google package

About the Role We are looking for a strategic and hands-on Marketing Operations Manager to join our team. This role sits at the intersection of technology, data, and revenue — owning the systems, workflows, and analytics that power our marketing performance from top-of-funnel through pipeline close. You will be the architect of our marketing tech stack, the engineer behind our automation and campaign infrastructure, and the analyst translating funnel data into executive insights. Partnering closely with Sales, RevOps, and Marketing leadership, you will design scalable processes that ensure every lead is captured, scored, routed, and actioned — while continuously improving conversion rates and pipeline contribution. Key Responsibilities Platform Ownership & Governance - Own and manage the end-to-end marketing tech stack, including CRM (Salesforce), Marketing Automation Platform (Marketo), ABM, attribution, analytics, and enrichment tools. - Drive system integrations and automation that enhance campaign execution, lead management, and data flow across platforms. - Evaluate, implement, and optimize marketing technologies to improve efficiency, scalability, and performance. - Manage vendors, contracts, renewals, account management, and technology budgets. Data Governance & Database Management - Execute and optimize database hygiene processes including deduplication, formatting, enrichment, archiving, and compliance monitoring. - Develop and enforce taxonomy, naming conventions, and data governance standards across the marketing organization. - Manage data ingestion pipelines and QA processes in collaboration with Data Engineering and BI teams. - Manage database growth and health including opt-in strategies, list hygiene, and compliance with privacy regulations (CAN-SPAM, TCPA, GDPR, CCPA). Funnel Ownership & Lead Lifecycle - Own and govern the end-to-end lead lifecycle, including lead capture, scoring, routing, MQL handoff, and Rules of Engagement (ROE) between Marketing and Sales. - Build and track each stage of the funnel from MQL through Opportunity Won, establishing benchmarks and identifying bottlenecks. - Monitor MQL health and velocity, and implement solutions to improve stage progression and conversion rates. Qualifications - 7+ years of hands-on experience in Marketing Operations within a B2B SaaS or high-growth technology environment. - 7+ years working directly with marketing automation platforms (Marketo or equivalent), CRM systems (Salesforce), and marketing analytics tools. - Proven track record managing inbound lead funnel operations, including scoring, routing, and MQL-to-pipeline workflows. - Strong analytical and data storytelling skills — ability to translate complex data into clear, executive-ready insights. - Project management proficiency with the ability to manage multiple large-scale, cross-functional initiatives simultaneously. - Curiosity about AI tools and emerging martech; willingness to experiment and integrate new capabilities into workflows. - Comfortable with ambiguity, fast-moving environments, and building processes from scratch. Salary Range $102,000.00 - $144,000.00This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

Job Summary: The Solutions Consultant plays a crucial role in collaborating with prospects and clients to address pain points within their current operational framework. Their primary goal is to secure new business by showcasing how the Clearwater solution effectively resolves issues and enhances the overall value of their operations. As an integral member of the sales team, the Solutions Consultant serves as a subject matter expert on the Clearwater Solution, harnessing their profound expertise in finance, accounting, and/or technology to support clients. Responsibilities: - Win new business to meet team sales quotas. - Assist in the development of compelling proposals and RFP responses. - Work with prospective clients to understand their current systems, processes, business requirements, subsequent challenges and how their operations will be enhanced by utilizing the Clearwater solution. - Document solution requirements and prospect / client processes to ensure successful implementation and customer delight. - Provide relevant product and market feedback to Clearwater’s product management, development, global delivery, and client services teams. - Assist with critical research and preparation for sales visits. · Required Skills: - Proven record of exceeding goals/quotas. - Relevant experience in Insurance, Investment Management, FinTech, Investment Accounting, or Investment Operations. - Commitment to agility, continuous learning, improvement, and operational excellence. - Strong data analysis skills. - 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. Education and Experience: - Bachelor’s/Masters Degree in business, finance, accounting and/or relevant area of focus. - 1+ years of relevant experience.

Job Summary: Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal role in delivering prompt, precise, and comprehensive responses to client queries, with the ultimate objective of efficiently resolving a substantial number of issues while ensuring that clients become enthusiastic advocates of Clearwater. Responsibilities: - Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets. - Deliver timely and accurate information regarding Financial Statements & Analytics Reporting. - Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation. - Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user. - Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions. - Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems. - Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work. - Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams. - Deal with some of the more complex client queries. - Assist in training, developing, and coaching more junior staff members, and conduct oversight on their work. Required Skills: - Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts. - Familiarity with the core offering of Accounting, Compliance, Risk, and Performance reports. - Intermediate understanding of fixed income and equity investments; a basic knowledge of alternative security types preferred. - Prior experience in finance and/or accounting. - 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. Education and Experience: - Bachelor’s degree or higher in Accounting or Financial/Business-related field. - 2+ years of relevant experience.

Job Summary We are seeking a dedicated and client-focused Lead Client Servicing Associate for our OEMS Support team. The successful candidate will play a pivotal role in ensuring a seamless client experience by providing day-to-day support for our OEMS solutions, with specialist expertise spanning both trading execution and compliance. This role is ideal for individuals who thrive in a client-centric environment, enjoy understanding complex workflows, and are committed to delivering high-quality support and effective issue resolution. The Lead Client Servicing Associate will engage closely with front office users, assist them with system-related inquiries, and foster lasting relationships while facilitating ongoing client training and feedback. This role is essential for enhancing client satisfaction and maximizing the value of our technology solutions. Key Responsibilities - Serve as a key point of contact for clients using OEMS solutions, providing day-to-day support and guidance across trading execution and compliance functions. - Assist clients — including front office users — with system-related queries, user issues, and functional questions relating to OEMS workflows. - Support clients on compliance-related requirements and responsibilities within the OEMS environment, ensuring front office users are equipped with both trading and compliance knowledge. - Work closely with client compliance counterparts; able to fully comprehend compliance scenarios and use cases, and integrate these into the compliance module. - Work closely with internal teams to troubleshoot issues, coordinate resolutions, and ensure timely follow-up with clients. - Support senior team members in understanding client requirements, business processes, and trading workflows to enhance the overall support experience. - Deliver client training sessions and walkthroughs to help users confidently navigate and utilize OEMS functionality. - Maintain clear and accurate documentation, including support processes, user guides, training materials, and client feedback. - Build strong client relationships by proactively engaging with users, gathering feedback, and identifying opportunities to improve service delivery. - Provide ongoing post-go-live support to help clients maximize the value of their OEMS solution. - Cover early morning support hours (from 7:00 AM HKT) to align with APAC market open, where applicable. Qualifications - Bachelor's degree in a relevant field (e.g. Business, Information Technology, Finance). - 2–5 years of experience in a client support, training, servicing, or operations role, preferably within the financial services technology sector. - Knowledge of or exposure to trading compliance requirements and front office workflows is strongly preferred. - Familiarity with or experience in local regulatory compliance requirements (HK or SG) is a plus. - Strong communication and interpersonal skills, with a genuine passion for client engagement and support. - Ability to manage client queries professionally, prioritize effectively, and coordinate across teams. - Eagerness to learn OEMS functionality and develop expertise in financial technology solutions. - Familiarity with financial technology vendors specializing in OMS/OEMS is a plus, but not required.

Job Title: Senior Solutions Engineer (Hong Kong and Singapore) Location: Hong Kong and Singapore (Position will be opened in both locations) Employment Type: Full-time Experience Level: Senior (7-12 years) Position Overview: We are seeking a highly skilled Senior Solutions Engineer (SE) to join our team in either Hong Kong or Singapore. The ideal candidate will have a strong background in front office risk management, trading, and global macro experience. This role requires a seasoned professional capable of thriving in a demanding and dynamic environment, with the potential for leadership within the organization.Key Responsibilities: - Collaborate with clients and internal teams to develop tailored solutions for trading and risk management. - Leverage strong domain knowledge in front office risk, ex-ante and ex-post analytics to provide insights and support to clients. - Understand and interpret basic factor risk models, including Brinson and credit analytics. - Engage with trading platforms and OEMS tools to optimize performance and efficiency. - Develop expertise in non-linear asset classes, particularly in the context of global macroeconomic factors. - Provide high-level support to clients, ensuring the successful implementation and ongoing maintenance of solutions. - Act as a key point of contact in Singapore for all solutions engineering efforts, potentially leading the charge in reinvention initiatives. Hong Kong Requirements: - Experience: 7 to 10 years - Preferred Background: Candidates should come from firms such as SS&C Eze, Broadridge, FlexTrade, Alphadesk, Tora, Arcana, or Omega Point. - Skills: Comprehensive understanding of OEMS and trading systems, alongside strong front office risk knowledge. Candidates should have a demonstrated ability to remain in roles long enough to effectively onboard and ramp up to full productivity. Singapore Requirements: - Experience: 9 to 12 years - Preferred Background: Candidates should have experience from firms such as LayerOne, Coremont, Orchestrade, or Bloomberg. - Skills: Significant background in Global Macro, with specific insights into non-linear asset classes such as Rates, Swaps, and Commodities. Must possess the maturity to work independently and effectively in a high-pressure environment. Candidates should be ready to step into a leadership role within 3 to 4 years. Qualifications: - Strong analytical and problem-solving skills. - Excellent communication and interpersonal skills. - Proven track record of delivering high-quality solutions in a client-facing environment. - Ability to work in a fast-paced and dynamic environment. - Strong commitment to professional development and long-term career growth. Application Process:Interested candidates are invited to submit their resumes along with a cover letter detailing their relevant experience and explaining why they would be a good fit for this role.We look forward to hearing from you and exploring the potential to bring your expertise to our team!

Job Summary: In this role, you will be part of a talented and efficient Fund Services team that works on mission-critical projects within middle and back-office operations. You will manage various accounting and operational processes on behalf of our global client base while maintaining transparent communication with our clients and their fund administrators and trading counterparties. Responsibilities - Perform Trade Affirmations/Confirmations - Perform daily Middle office Trades, Position and Cash Reconciliations - Booking of corporate actions, Option Exercise/assignment - Daily reconciliation of Equity SWAPs, ISDA position recs, - Month end booking of Stock borrow and Swap financing P&L at position level - Daily Reconciliation of Position, P&L and Cash balances - Set up and booking of non-Trading accruals and expenses - Shadow Fund Accounting - Monthly Trial Balance reconciliation (NAV) against Fund Administrators - Proactive break resolution - 3rd party communication related to break resolution Required Skills - Experience in Middle/Back-Office support role at Hedge Fund, Fund Administrator or Prime Broker - Should have worked with various financial products such as Structured Products, MBS, CDS, IRS, TRS, Bank Loans, CFDs etc. - Fund Accounting experience - Proficient in the use of Microsoft Excel and Word - Ability to handle and prioritize multiple tasks and work independently - Willing to work in shifts including EMEA Education and Experience: - Bachelor's degree in accounting, Finance, Business, Mathematics, Sciences, or another related field. - 5-8 years of directly applicable experience (reconciliation, accounting, or finance)

Job Summary: The Program Manager is responsible for identifying and finalizes project/implementation scope. Develops detailed implementation plans including internal, client and third-party resourcing. Manages and coordinates with internal, client and third-party resources to ensure a successful, on-time quality implementation per plan. Generates weekly status reports, holds weekly status meetings with client and project team. Schedules and leads steering committee meetings with C-level client decision makers and Clearwater senior management. Serves as a trusted relationship manager responsible for ensuring timely, accurate, and thorough responses to all client inquiries and a successful transition to the steady-state servicing team. Manages and reports on budget for implementations. Possess the ability to seek out, recommend, and implement continuous service improvements within the project timeline (and future projects). Leads the transition from Sales team to Global Delivery team pre-project kick-off and from Global Delivery to Client Services upon implementation. Responsibilities: - Identifies and finalizes project/implementation scope. - Develops detailed implementation plans including internal, client and third-party resourcing. - Manages and coordinates with internal, client and third-party resources to ensure a successful, on time and with quality implementation per plan. - Generates weekly status reports, holds weekly status meetings with client and project team. - Schedules and leads steering committee meetings with C-level client decision makers and Clearwater senior management. - Manage and report on budget for implementation. - Seek out, recommend, and implement continuous service improvements. - Serves as a trusted relationship manager responsible for ensuring timely, accurate, and thorough responses to all client inquiries and a successful transition to the steady-state servicing team. - Be the bridge between various business stakeholders including Client Servicing team, Sales team, and Development team. - Ability to run multiple simultaneous implementations with minimal oversight. Required Skills: - Expert Technical skills in JIRA, Excel, Clarizen and Salesforce. Explores, trials, and provides trusted recommendations for the use of other tools and technologies as use cases arise. - Financial Services Experience (Investment, Banking, Insurance, FinTech, etc). - Project manage in a matrix reporting environment. - Investment accounting and reporting knowledge. - Familiarity with Software-as-a-Service (SaaS) platforms and delivery model - 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. Education and Experience: - Bachelor’s and/or master's in finance or accounting. - 7+ years of relevant project management and implementation experience working with external clients. - Proven experience implementing software solutions within Asset Management, Market Data and/or Insurance space. - Consulting experience. - Securities or financial markets experience. - Experience of managing a team essential (7-15 people).

Clearwater is hiring a Presentation Designer to support CEO, executive, client, and sales communications across the business. This role is responsible for turning complex, often unstructured content into clear, high-quality PowerPoint presentations. You will work directly with senior stakeholders to bring clarity, structure, and consistency to how we communicate across the business. This is a hands-on production role. The focus is speed, clarity, and execution. What You’ll Do - Turn rough inputs (notes, emails, drafts, existing slides) into polished executive-ready presentations - Structure complex content into clear, logical flows with strong hierarchy and messaging - Simplify complex topics (investment data, risk, product, workflows) into clean, digestible visuals - Improve clarity and flow without changing core intent - Ensure consistency across presentations in how Clearwater shows up in the market - Build and maintain templates and reusable slide components - Support high-priority deliverables including board materials, client presentations, product launches, and sales narratives - Operate at speed across multiple workstreams with tight timelines What We’re Looking For - 5+ years of presentation design and PowerPoint-heavy production experience - Advanced PowerPoint skills (this role lives in PowerPoint) - Strong storytelling instincts and ability to structure content clearly - Experience working with complex, data-heavy or B2B content - High attention to detail and visual hierarchy - Comfortable working directly with senior stakeholders - Ability to prioritize, simplify, and execute quickly

About Clearwater Analytics Clearwater Analytics (NYSE: CWAN) is a leading provider of SaaS-based investment accounting, performance reporting, and risk analytics. With over $7 trillion in assets on platform, Clearwater serves insurance companies, asset managers, corporations, and government entities worldwide. Our technology-driven approach empowers clients with timely, accurate data and the confidence to make sound investment decisions. Position Summary Clearwater Analytics is seeking an experienced Employment Attorney to join its in-house Legal team. This senior-level role will serve as a primary legal advisor on all employment-related matters across the organization, partnering closely with HR, executive leadership, and business units to navigate complex labor and employment issues in a fast-paced, high-growth technology environment. The ideal candidate brings deep substantive expertise, sound judgment, and a practical, business-oriented mindset. Key Responsibilities - Advise HR and management on a broad range of employment law matters including hiring, performance management, leaves of absence, accommodations, separations, and reductions in force - Draft, review, and negotiate employment agreements, offer letters, separation and severance agreements, NDAs, and independent contractor agreements - Develop, update, and implement employment policies, handbooks, and compliance and training programs to ensure legal compliance and best practices - Manage and oversee employment-related litigation, arbitration, and agency charges (EEOC, NLRB, state agencies), including coordination with outside counsel - Lead internal investigations into employee complaints, including allegations of harassment, discrimination, retaliation, and workplace misconduct - Monitor and advise on federal, state, and local employment law developments and assess impact on company practices across multiple jurisdictions - Partner with People Operations on compensation, benefits, and equity plan matters, ensuring compliance with applicable wage and hour laws - Support M&A due diligence and integration activities from an employment law perspective - Provide training and guidance to HR business partners and managers on employment law topics and risk mitigation strategies - Contribute to the broader Legal team on cross-functional projects and company-wide initiatives Qualifications Required - Juris Doctor (J.D.) from an accredited law school and active bar membership in good standing - 8+ years of employment law experience, with significant in-house counsel experience or a combination of law firm and in-house roles - Deep expertise in federal and state employment laws (Title VII, ADA, FMLA, FLSA, NLRA, and state equivalents) - Demonstrated experience managing employment litigation and agency proceedings - Experience conducting and overseeing workplace investigations - Strong drafting and negotiation skills across a variety of employment-related agreements - Ability to work independently, manage competing priorities, and provide clear, actionable guidance in a dynamic environment - Excellent communication and interpersonal skills with the ability to build trusted relationships across all levels of the organization Preferred - Experience in the technology, financial services, or SaaS industry - Familiarity with employment law considerations in international jurisdictions (UK, India, EU, Hong Kong) - Experience supporting M&A transactions from an employment law perspective - Background advising on equity compensation and executive employment arrangements Boise, ID: $100,000 – $140,000 Washington, DC: $120,000 – $168,000 This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.