At a Glance
- Tasks: Lead complex client transitions and mentor team members in a dynamic environment.
- Company: Join Clearwater Analytics, a leader in investment management technology.
- Benefits: Enjoy competitive pay, flexible work options, and opportunities for professional growth.
- Other info: Be part of a diverse team committed to continuous improvement and excellence.
- Why this job: Make a real impact in transforming investment management with innovative solutions.
- Qualifications: Experience in investment accounting and strong technical skills in relevant tools.
The predicted salary is between 63000 - 77000 £ per year.
Manages complex, multi-faceted client transitions involving multiple asset classes.
Intermediate knowledge of general investment accounting principles and practices. Intermediate proficiency with at least one non-GAAP accounting basis (IFRS, STAT, TAX, etc.).
Understands and applies CWAN’s core value proposition in general and in very specific contexts.
Deep understanding of the front office and the accounting impacts of reconciliation options; makes recommendations internal and external on reconciliation processing. Acts as a mentor and simplifies concepts of client impact for newer reconcilers.
Advanced knowledge of end-to-end transition lifecycle and all system interactions.
Intermediate Technical Skills in Helios, Tiresias, Account Configurator, Drydock, and Bulk Tools. Provides trusted expertise across department on nuanced applications of these tools and is actively involved in recommending and testing potential enhancements.
Advanced Technical skills in Excel (heavy Ribbon utilization, VBA/macro use, complex IF statements) and SQL (can read and write queries incorporating aggregate functions and variables, familiar with commonly used tables across Global Delivery and Reconciliation can identify opportunities to implement stored procedures).
Identifies opportunities for improvement and spearheads solutions within team. Develops and optimizes transition methodologies using project management principles. Uses professional concepts and company objectives to resolve increasingly complex issues in creative and effective ways.
Acts as primary liaison between all stakeholders during critical transitions (SS/GD/CS/External Client).
Identifies and implements process improvements across the transition function.
Advanced proficiency with data normalization and automation methodology – looks for all opportunities to improve upon automation of the account, client hygiene and reduction of manual processing.
Ensures robust SOPs are established for clients as they exit onboarding phase to set up for success in steady state reconciliation.
Able to manage client calls with leadership and stakeholders or sit in on calls for support and experience. Audience is typically mid-level stakeholders. Trusted to deliver accurate, timely and thorough responses to routine inquiries in both written and verbal contexts.
Able to document transitions with great detail and ensure all processes are well defined and tracked throughout the transition process.
Able to coach external clients in communicating CWAN system and process flows to ensure understanding.
Able to articulate and suggest appropriate levels of tolerances to external clients during onboarding process.
Applies Level 1 servicing by responding to all emails and inquiries within 24 hours. Comfortable conversing with leadership, including senior leadership as needed. Often coaches others on Level 1.
Has productive internal/external working relationships by communicating proactively (level 2 servicing) and can advise on solutions or process improvements for current assets or new assets that are brought onto the system.
Trusted member of team and advisor. All communication is autonomous (requiring no oversight). Internal audience may at times include executive-level stakeholders.
Leads transition training sessions with cross-functional and global teams. With established goals and timeframes.
Presents transition best practices and lessons learned to CWAN Operations organization.
Drives standardization and automation of all clients prior to moving to steady state reconciliation. Drives automation initiatives through account configurations and data normalization with self and team. Encourages others to streamline processes and serves as a mentor to spearhead initiatives.
Strong interpersonal skills, technical reconciliation tooling knowledge, and market expertise are critical to responding to analyst and client inquiries within the department.
Confident, versatile trainer. Sphere of influence extends operations-wide. Sought out by other members of the firm as an expert in their field.
Develops and maintains transition quality metrics and KPIs.
Leads retrospectives and continuous improvement initiatives.
Mentors multiple team members and influences department-wide practices.
Collaborate closely with audit to ensure SOC 1 compliance throughout transition processes.
Lead Client Transition Associate employer: Cwan
Clearwater Analytics is an exceptional employer located in Edinburgh, offering a dynamic work culture that fosters innovation and collaboration. Employees benefit from comprehensive training programs, mentorship opportunities, and a commitment to diversity and inclusion, ensuring personal and professional growth. With a focus on continuous improvement and automation, team members are empowered to drive impactful changes within the organisation, making it a rewarding place to build a meaningful career.
StudySmarter Expert Advice🤫
We think this is how you could land Lead Client Transition Associate
✨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 Cwan. 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 Lead Client Transition Associate
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 Cwan.
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 Cwan'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 Cwan
✨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 Cwan.
✨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 Cwan 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 Cwan 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.
