Jobs at Clearwater Analytics (CWAN)

Provides operational client support for investment accounting, financial statements, analytics reporting, compliance, reconciliations, and account setup. Responds to complex client inquiries, validates investment data, manages workflow according to quality and productivity metrics, collaborates across teams, and builds client relationships. Also supports long-term projects, trains junior staff, and oversees their work.

Manage daily Chicago office operations, reception, badge access, administrative support, supplies, vendors, invoices, events, facilities, equipment maintenance, health and safety, and physical security coordination. The role also supports ESG power-consumption reporting, office policies, employee inquiries, special projects, and workplace efficiency. This is a fully onsite position requiring strong organization, communication, multitasking, Microsoft Office proficiency, and at least four years of relevant experience.

Software Development Interns learn development tools and programming practices while collaborating with mentors and peers. They complete coding tasks, participate in design discussions and code reviews, document and test software features, incorporate feedback, and develop knowledge of the team’s business domain. The role requires Java programming, analytical and problem-solving abilities, strong communication, teamwork, organization, attention to detail, and current enrollment in a four-year Computer Science or related degree program.

Collaborates with mentors and software teams to design, implement, test, document, and review software features. Learns development tools and programming practices, completes simple coding tasks, participates in design discussions and code reviews, incorporates feedback, and develops business-domain knowledge while pursuing quality solutions.

Collaborates with mentors and peers to design, implement, test, document, and review software features. Learns development tools, programming concepts, team practices, and business-domain knowledge while completing simple coding tasks and contributing to design discussions and code reviews.

Own day-to-day relationships with sophisticated asset management and insurance clients, handling inquiries, account setup, reconciliations, reporting, compliance, data validation, and issue resolution. Coordinate onboarding, portfolio transitions, custom reporting, and process improvement projects across cross-functional teams. Identify recurring issues and product gaps, improve documentation and workflows, and use Clearwater’s platform and AI-enabled tools to enhance client outcomes.

The Program Manager leads project implementation, manages resources, generates status reports, schedules meetings with stakeholders, and oversees budgets while ensuring client satisfaction and service improvements.

Drive revenue growth by prospecting enterprise asset management clients, presenting and demonstrating solutions, conducting consultative selling, negotiating complex deals, managing the sales pipeline, forecasting opportunities, and building executive-level client relationships. Collaborate with presales, solution consulting, marketing, and client success teams while monitoring industry trends and competitor offerings.

Load, validate, normalize, reconcile, and report client investment data using Excel, SQL, VBA, and Python. Work with development teams to automate and improve onboarding, apply accounting and securities knowledge, lead improvements, and coordinate complex activities within an agile environment.

Manage and oversee implementation projects for a portfolio of clients: create project plans, coordinate resources and vendors, report status, lead steering committees, manage commercials and resource allocation, track project metrics, maintain client relationships, facilitate transition to steady-state teams, and run multiple implementations with minimal supervision.

The Service Delivery Manager engages with clients, ensures satisfaction, manages operational performance, provides reporting support, and enhances client relationships while leading a high-performing team.

Serve as a senior SME for Enfusion Portfolio Management Systems, partnering with clients to design and implement trading/order workflows, configure allocations and commissions, validate trade lifecycle functionality, decompose and reconcile P&L and NMV across asset classes, calculate exposures and monetized Greeks, resolve PMS vs GL discrepancies, and support client implementations and ongoing optimizations.

Own and grow a book of institutional clients (REITs, corporations, insurers, custody partnerships). Drive retention and commercial growth, lead executive engagement and QBRs, translate investment activity into reporting, oversee service delivery and account health, mentor analysts, and coordinate cross-functional resolution with Sales, Product, and Operations.

Own third-party interface queries and break resolution, review daily/monthly activities, investigate reconciliation issues, design interface workflows with internal and external stakeholders, and drive process improvements while strengthening client and vendor relationships.

Serve as strategic HR partner to Operations leaders in a high-growth environment. Drive talent management, organizational development, change management, performance processes, and data-driven HR insights. Coach leaders, support talent acquisition and succession planning, ensure compliance, and champion culture and engagement initiatives to improve workforce performance.

Design, implement, test, deploy, and monitor scalable backend services and high-availability processes. Lead architectural decisions, mentor junior engineers, drive feature lifecycles, improve code quality and testability, and respond to customer issues. Contribute to Agile planning and documentation across domains while addressing performance, scaling, and systemic problems.

Lead the global compensation strategy by designing salary structures, managing job architecture and evaluations, conducting market benchmarking, partnering with HR and Finance to model budgets and incentives, optimizing HRIS/comp tools, and delivering analytics and guidance to senior leadership to ensure competitive, equitable pay practices worldwide.

Load, validate, and reconcile client investment data using Excel and SQL. Collaborate with development teams to automate and streamline onboarding workflows, apply accounting and securities knowledge, lead process improvements, and coordinate complex activities to improve delivery speed and accuracy.

Lead design and delivery of Portfolio Construction features, author clear functional/technical specs, partner with engineering and QA, test and resolve complex support issues, act as portfolio construction SME, and incorporate client feedback into the product roadmap.

Lead reconciliation analyst who designs and automates reconciliation processes, validates third-party and custodial data, back-reconciles and normalizes client investment books, monitors discrepancies, and communicates progress with project leads while applying investment accounting knowledge.