- An experienced leader in providing guidance in Alternative asset Classes like Mortgage Loan, Limited Partnerships, Private assets, Bank Loans, Derivatives, etc. to the Onboarding team.
- Explain Clearwater Way methodologies to clients in partnership with the onboarding team.
- Define the best practices on Functional, including setups and Accounting aspects on these asset classes.
- Proactively partners with Product management to operationalize new features and/or new products and take the lead in adoption amongst the onboarding team across Global Delivery Division.
- Strategizes with product management and development teams to enhance the client onboarding experience, reduce delivery timeframes, and establish repeatable, scalable processes.
- Demonstrates confidence in handling financial accounting and Investment statements, utilizing dashboards, report manager, formulas, advanced grouping, and filtering.
- Shares knowledge by designing and implementing training materials and Standard Operating Procedures (SOPs), while also influencing thought leadership and contributing to whitepapers.
- Provides guidance to peers on industry knowledge, although Clearwater-specific assumptions and functionality are still being developed. Not yet at a level to serve as a confident client advisor.
- Applies Clearwater's core value proposition (aggregate, reconcile, report) in a general context and is developing expertise in at least one specific market/regulatory regime (e.g., IM, US insurance, Solvency II, Local GAAP, Canadian insurance).
- An expert in Clearwater's core offering of Accounting, Compliance, Risk, and Performance reports, with a robust repertoire of user stories used as best practice.
- Advanced Knowledge of investment accounting policies and procedures on alternative assets & structured products.
- Advanced Skills in Project management tools (Clarizen, Salesforce, JIRA), and Clearwater tools/skills associated with area of expertise (e.g., asset classes, accounting).
- Advanced knowledge Equities, Fixed Income, and structured products.
- Proven history of proficient Excel use.
- Dynamic problem-solving skills, and an innate sense of curiosity.
- Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income.
- Advanced Experience with General Ledger systems (e.g., Workday, Peoplesoft) and period-end close processes.
- 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.
- Bachelors/Masters course in Finance or Accounting or related field.
- 7+ years of relevant experience in related field.
- Business casual atmosphere
- Team focused culture that promotes innovation and ownership
- Access cutting edge investment reporting technology and expertise
- RSUs as well as employee stock purchase plan and 401k with match
- PTO and volunteer time off to give back to the community
- Defined and undefined career pathways allowing you to grow your own way
- Work from anywhere 3 weeks out of the year
- Work from home Fridays
- Maternity and paternity leave
-
FCCM Subject-Matter Expert
3 weeks ago
Idaho State Job Bank Boise, United StatesFCCM Subject-Matter Expert at Oracle in Boise, Idaho, United States Job Description Job Description A senior functional analyst with 10+ years of experience in consulting and/or financial services industry with strong focus on Financial Crime & Compliance Management (FCCM). Candi ...
-
Subject Matter Expert, Federal Contracting
2 weeks ago
Idaho State Job Bank Boise, United StatesSubject Matter Expert, Federal Contracting at IMSolutions, LLC in Boise, Idaho, United States Job Description Subject Matter Expert, Federal Contracting Remote Full Time #1217 - Client Services Experienced Share (IMSolutions seeks an experienced Subject Matter Expert to fill an e ...
-
Idaho State Job Bank Boise, United StatesFederal Grants Management Subject Matter Expert IV ( GM SMEIV) at IMSolutions, LLC in Boise, Idaho, United States Job Description IMSolutions is looking for a Federal Government Grants Management Subject Matter Expert (GM SME IV) to join us at our client the National Oceanic and ...
-
Controls Subject Matter Expert
2 weeks ago
Idaho State Job Bank Kuna, United StatesControls Subject Matter Expert at Meta in Kuna, Idaho, United States Job Description Summary: Meta is seeking a data center Controls Subject Matter Expert (SME) to join our Data Center Facility Operations team. Our data centers serve as the foundation upon which our software oper ...
-
Electrical Subject Matter Expert
6 days ago
Idaho State Job Bank Kuna, United StatesElectrical Subject Matter Expert at Meta in Kuna, Idaho, United States Job Description Summary: Meta is seeking a data center Electrical Subject Matter Expert (SME) to join our Data Center Facility Operations team. Our data centers serve as the foundation upon which our systems o ...
-
Electrical Subject Matter Expert
6 days ago
META Kuna, United StatesMeta is seeking a data center Electrical Subject Matter Expert (SME) to join our Data Center Facility Operations team. Our data centers serve as the foundation upon which our systems operate to meet the demands of our customers. The Electrical SME will be a part of the facility o ...
-
Field Technician
1 week ago
Sleep Number Boise, United States Full timeCompany Overview · Sleep Number team members are part of a passionate, purpose-driven culture that supports improving the health and wellbeing of society through higher quality sleep. We are not just focused on our customers, however; being employed by Sleep Number means your per ...
-
Senior Specialist, HR Operations
2 weeks ago
Exyte Boise, United StatesDiscover your exciting role · We are looking for the KEY senior hands-on Human Resources person on our #1 high-tech semiconductor project in a progressive multinational company You will be acting as THE HR face to the project employees and leadership. This job will be everything ...
-
Lead Engineer
3 weeks ago
Idaho State Job Bank Boise, United StatesLead Engineer (Manager) - Sentinel Subject Matter Expert (SME) at KPMG in Boise, Idaho, United States Job Description Business Title: Lead Engineer (Manager) - Sentinel Subject Matter Expert (SME) Requisition Number: Function: Business Support Services Area of Interest: State: ID ...
-
Behavioral Health Trainer
2 weeks ago
Magellan Health Services Boise, United StatesThis position develops, implements and manages learning interventions in support of SBU(s) employee learning and performance related projects. · * Designs and develops appropriate and effective instructional materials and content. · * Delivers training through appropriate channel ...
-
Lead Reconciliation Associate
2 weeks ago
Clearwater Analytics Holdings Inc. Boise, United StatesJob Summary: · The Reconciliation Analyst's role involves reconciling investment portfolio transactions and holdings with data obtained from external portfolio providers through a state-of-the-art web-based system. They are responsible for ensuring the timely delivery of accurate ...
-
PacificSource Health Plans Boise, United States***Candidates must be located in the general Bend, Oregon area*** · This position will take lead role the development and implementation of multi-year Care Management (CM) transformation and improvement plan in service to the out Population Health vision. This position will work ...
-
CT Tech
2 weeks ago
Source Code Boise, United StatesAbout the job CT Tech - Boise, Idaho · CT Tech · Boise, Idaho · Full-Time (Onsite) · Relocation Assistance Available · A strong, talented staff is at the heart of our health system. We have more than 15,000 employees and a medical staff of more than 1,800 physicians and advanced ...
-
Sr. IT Systems Engineer
2 weeks ago
Idaho State Job Bank Boise, United StatesSr. IT Systems Engineer - (AS400/iSeries) - Remote at Prime Therapeutics in Boise, Idaho, United States Job Description Our work matters. We help people get the medicine they need to feel better and live well. We do not lose sight of that. It fuels our passion and drives every de ...
-
Associate Functional Business Consultant
2 weeks ago
Idaho State Job Bank Boise, United StatesAssociate Functional Business Consultant - Remote at Prime Therapeutics in Boise, Idaho, United States Job Description Our work matters. We help people get the medicine they need to feel better and live well. We do not lose sight of that. It fuels our passion and drives every dec ...
-
Senior Customer Solutions Engineer
6 days ago
Idaho State Job Bank Boise, United StatesSenior Customer Solutions Engineer at Rocket Software in Boise, Idaho, United States Job Description It's fun to work in a company where people truly BELIEVE in what they're doing Job Description Summary: The Senior Customer Solutions Engineer brings creativity, curiosity and pas ...
-
Senior Care Management Transformation Strategist
2 weeks ago
PacificSource Health Plans Boise, United States***Candidates must be located in the general Boise, Idaho area*** · This position will take lead role the development and implementation of multi-year Care Management (CM) transformation and improvement plan in service to the out Population Health vision. This position will work ...
-
Idaho State Job Bank Boise, United StatesEnterprise Systems Validation Section Manager at HP Inc. in Boise, Idaho, United States Job Description This role is responsible for leading managers and individual contributors responsible for Enterprise System Validation. This team is located in Boise, Korea, and India and part ...
-
Senior Epic Systems Analyst
2 weeks ago
Idaho State Job Bank Boise, United StatesSenior Epic Systems Analyst at Highmark Health in Boise, Idaho, United States Job Description Company : enGen Job Description : JOB SUMMARY This job is responsible for the configuration, rollout, and ongoing support of the assigned Epic application(s). Responsibilities include bu ...
-
Talent Attraction Advisor
2 weeks ago
Idaho State Job Bank Boise, United StatesTalent Attraction Advisor - Remote at Advantage Solutions in Boise, Idaho, United States Job Description Summary Talent Acquisition Advisor Talent Acquisition Advisor will provide the innovative thinking and consultation skills needed to source and hire sought-after talent. The i ...
Subject Matter Expert - Boise, United States - Clearwater Analytics
Description
Job Summary:The Global Delivery division is responsible for onboarding all new clients onto Clearwater's SaaS platform. A SME works on a variety of client implementations to provide deep domain expertise including Solvency II reporting or Derivatives & Alternatives asset classes. They are an integral part of a collaborative division spanning analysts, team leads and program managers. Collaborating with development teams, they strategize and enhance our product offering, streamline the client onboarding experience, and expediate delivery timeframes through scalable processes.
Responsibilities:
