Portfolio Management Systems (PMS) Sr. Subject Matter Expert - Implementations

The Team

This team sits within Clearwater Analytics and supports clients leveraging our Enfusion PMS capabilities, a core part of our portfolio management and accounting platform. The team operates across front, middle, and back-office workflows, partnering with asset managers to implement and optimize trading, portfolio, and accounting processes.

You’ll work across the full investment lifecycle—connecting trades, positions, P&L, and financial reporting—developing a strong understanding of how front-office activity flows through to accounting outputs. The team also partners closely with Valuation & Risk on complex instruments and analytics.

What You’ll Do

• Partner with clients to design and implement trading and order workflows aligned to their strategies

• Develop expertise in trade lifecycle functionality within our Enfusion PMS capabilities (e.g., corporate actions, options, futures, position transfers)

• Own trade allocation and commission setups

• Analyze and decompose P&L across asset classes, identifying key drivers and resolving discrepancies

• Calculate and validate NMV, exposure, and monetized Greeks

• Investigate and resolve PMS vs. General Ledger discrepancies

• Support client implementations and serve as a trusted point of contact

What You’ll Bring

• 3+ years of experience with Portfolio Management Systems, or in middle office/operations (asset manager, bank, or administrator)

• Strong understanding of trading workflows, P&L, and/or portfolio accounting

• Analytical mindset with the ability to solve complex problems across systems

• Ability to manage multiple priorities in a fast-paced, client-facing environment

• Strong communication skills and professional presence

• Exposure to accruals, complex instruments (e.g., swaps), or tax lot accounting is a plus

Why This Role

• Direct exposure to sophisticated investment strategies and clients

• High-impact, client-facing work across trading and accounting workflows

• Strong growth opportunity within a fast-paced, high-performance environment