At a Glance
- Tasks: Onboard clients onto our innovative SaaS platform and enhance their experience.
- Company: Join Clearwater Analytics, a leader in transforming investment management.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
- Other info: Dynamic work environment with a focus on diversity and inclusion.
- Why this job: Make a real impact in the finance tech space while collaborating with diverse teams.
- Qualifications: 4+ years in investment operations or financial tech; strong communication and problem-solving skills.
The predicted salary is between 60000 - 80000 £ per year.
The Enfusion Onboarding division is responsible for onboarding all new clients onto Enfusion by Clearwater's front-to-back SaaS platform. An SME works across a portfolio of client implementations to provide deep domain expertise across Enfusion's core capabilities - including portfolio management, order and execution management (OEMS), and pre- and post-trade compliance. They are an integral part of a collaborative division spanning analysts, team leads, and programme managers. Working closely with product and development teams, they help shape and enhance the platform, streamline the client onboarding experience, and accelerate time-to-value through scalable, repeatable delivery processes.
Responsibilities:
- Implements and onboards clients proficiently onto the Enfusion platform, aligns with the Enfusion Client Engagement Model, and provides ongoing support through go-live and beyond.
- Identifies opportunities for process and product improvement proactively, and takes the lead in driving solutions within their role or team.
- Guides peers on industry and product knowledge as Enfusion's functionality continues to evolve.
- Understands and applies Enfusion's core value proposition — unified front-to-back operations on a single database — and develops deep expertise in at least one client segment (e.g., hedge funds, long/short equity, global macro, credit, multi-strategy).
- Handles investment operations workflows with confidence, including Enfusion's PMS, OEMS, shadow accounting/general ledger, and reporting capabilities.
- Builds fluency in Enfusion's full product suite — portfolio management, order execution, compliance, data management, and risk and analytics — and develops a growing repertoire of configuration best practices and user stories.
- Communicates and collaborates effectively with global, cross-functional teams to resolve implementation issues and address client queries accurately and efficiently.
- Shares knowledge by designing training materials and Standard Operating Procedures (SOPs), and contributes to thought leadership relevant to Enfusion clients and prospects.
- Serves as a trusted client advocate throughout onboarding, building toward a confident advisory relationship as expertise develops.
Required Skills:
- Intermediate proficiency with project management tools (e.g., Salesforce, JIRA).
- Solid understanding of investment operations workflows for hedge funds and/or asset managers - including order management and trade lifecycle.
- Working knowledge of equities, fixed income, derivatives, and/or alternatives, particularly in a front-to-middle office context.
- Proven experience with Excel; comfort with data reconciliation and analysis.
- Familiarity with IBOR/ABOR concepts.
- Understanding of pre- and post-trade compliance frameworks, including multi-jurisdictional requirements (US, EMEA, APAC) is desirable.
- Dynamic problem-solving skills and a strong sense of curiosity.
- Excellent attention to detail and strong documentation skills.
- Outstanding verbal and written communication skills.
- Strong organisational and interpersonal skills.
Education and Experience:
- 4+ years of relevant experience in investment operations, financial technology implementation, or a related field.
Subject Matter Expert - PMS Implementations employer: Clearwater Analytics, Ltd
Clearwater Analytics is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of London. Employees benefit from comprehensive training and development opportunities, ensuring continuous growth in their careers while working with cutting-edge technology in investment management. With a commitment to diversity and inclusion, Clearwater creates a supportive environment where every team member can thrive and contribute meaningfully to the success of the organisation.
StudySmarter Expert Advice🤫
We think this is how you could land Subject Matter Expert - PMS Implementations
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Clearwater Analytics, Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Subject Matter Expert - PMS Implementations
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Clearwater Analytics, Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Clearwater Analytics, Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Clearwater Analytics, Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Clearwater Analytics, Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Clearwater Analytics, Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Clearwater Analytics, Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
