Clearwater Analytics
Lead Implementation Associate (OEMS/PMS)
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The Client Onboarding 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 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 Enfusion teams including Product, Technology, and Account Management.
THE ROLE
The Electronic Trading (OEMS) Implementation Lead Associate will work directly with Front Office teams to implement new trading systems and workflows. You will be acting as a dedicated Lead Associate to lead the implementation process for Enfusion clients including project planning, requirements gathering, workflow review, product setup, UAT and client go-live. By working alongside the Electronic Trading Manager, you will be able to shape the product strategy and evolve Enfusion’s Order and Execution Management System (OEMS).
WHAT YOU’LL DO
- Provide clients with consultation on best practices and workflows during implementations
- Engage with external parties to understand business workflows and translate them into software solutions
- Deliver best in class customer solutions offering scalability and client business enhancement
- Manage multiple projects simultaneously within set deadlines
- Provide product demos for internal and external parties to introduce and market new product features and offerings
- Deliver product enhancements and collaborate with the Development team during the implementation phase of projects.
- Maintain a technical understanding of how our products are built, and therefore be able to identify alternatives to end-user needs, technical limitations, and time-to market goals
- Act as a client escalation point and subject matter expert for any OEMS issues up to and through client initial go-live phase.
- Constantly evaluate the market (i.e. keep up with industry trends, and ensure compliance with new regulations) and adjust product roadmap priorities accordingly
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WHAT YOU’LL NEED
- 3+ years of experience in Financial Services or Investment Technology: Buy-side (OMS, EMS, IMS) or Sell-side product design, development, and deployment.
- Degree in Finance, Accounting, Economics, Financial Math or related field
- An understanding of front to back-office electronic / STP trading workflows, including FIX Protocol and pre-trade compliance standards, across multi-asset financial instruments
- A strong understanding of a variety of financial products and derivatives (Equities, Options, Futures, FX, Fixed Income, CDS, IRS, etc.).
- Ability to handle and prioritize multiple projects and work independently
- Excellent verbal and written communication skills
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Thank you for your interest in a career with Clearwater! Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at www.clearwateranalytics.com.
Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply! You may be just what we're looking for.
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