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For Companies At a Glance
- Tasks: Lead Clearwater Enfusion implementations and improve portfolio management processes.
- Company: Join a dynamic finance technology team in the heart of London.
- Benefits: Competitive pay, flexible working options, and opportunities for professional growth.
- Why this job: Make an impact in finance tech while collaborating with top industry professionals.
- Qualifications: 5+ years in investment operations; expertise in Clearwater or Enfusion required.
- Other info: Ideal for those passionate about finance and technology in a fast-paced environment.
The predicted salary is between 48000 - 84000 £ per year.
Job Description
Clearwater Enfusion Consultant (Fixed Income & Equity)
Location: City of London
Rate: £600-700 outside of IR35
Job Summary:
We are seeking a highly skilled Clearwater Enfusion Consultant with a strong background in Fixed Income and Equity instruments. This role is ideal for a finance technology professional with hands-on experience implementing and integrating Clearwater Analytics and/or Enfusion platforms within asset management, hedge fund, or institutional investment environments. The consultant will work closely with cross-functional teams to streamline data workflows, improve portfolio management processes, and ensure accurate investment accounting and reporting.
Key Responsibilities:
Serve as a subject matter expert in Clearwater and/or Enfusion system implementations, configurations, and integrations.
Lead or support the onboarding of Fixed Income and Equity portfolios, including security setup, pricing, and data validation.
Analyze current-state data and reporting workflows and recommend best practices leveraging Clearwater or Enfusion capabilities.
Collaborate with portfolio managers, operations teams, and IT to gather requirements and deliver platform configurations tailored to business needs.
Ensure data integrity between portfolio management systems, custodians, and third-party vendors.
Support daily reconciliation, performance, risk, and compliance reporting.
Create documentation, process maps, and user guides for ongoing operational support.
Provide training and knowledge transfer to internal users and stakeholders.
Troubleshoot issues related to portfolio data, system configuration, and interface errors.
Required Qualifications:
5+ years of experience in investment operations, financial technology, or portfolio systems consulting.
Strong hands-on experience with Clearwater Analytics, Enfusion, or both.
Solid understanding of Fixed Income (e.g., bonds, treasuries, MBS, ABS) and Equity instruments (e.g., common stock, ETFs, options).
Familiarity with investment lifecycle processes including trade capture, settlement, reconciliation, and reporting.
Experience working with market data providers (e.g., Bloomberg, ICE, Refinitiv) and custodians.
Proficient in Excel; experience with SQL or Python a plus.
Excellent analytical, problem-solving, and communication skills.
Ability to work independently in a fast-paced, deadline-driven environment.
Preferred Qualifications:
Prior experience with implementation projects or migrations involving Clearwater or Enfusion.
Exposure to other portfolio or risk systems (e.g., Aladdin, Charles River, SimCorp, Geneva).
Knowledge of accounting principles (GAAP, IFRS) as applied to investment portfolios.
Clearwater Enfusion Consultant (Fixed Income & Equity) - Saragossa employer: Saragossa
Contact Detail:
Saragossa Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Clearwater Enfusion Consultant (Fixed Income & Equity) - Saragossa
✨Tip Number 1
Network with professionals in the finance technology sector, especially those who have experience with Clearwater Analytics or Enfusion. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends in Fixed Income and Equity.
✨Tip Number 2
Familiarise yourself with the specific functionalities of Clearwater and Enfusion platforms. Consider taking online courses or certifications that focus on these systems to enhance your expertise and demonstrate your commitment to potential employers.
✨Tip Number 3
Prepare to discuss real-world scenarios where you've successfully implemented or integrated financial technology solutions. Be ready to share examples of how you improved data workflows or enhanced portfolio management processes in previous roles.
✨Tip Number 4
Stay updated on the latest developments in investment operations and financial regulations. This knowledge will not only help you in interviews but also show that you are proactive and well-informed about the industry.
We think you need these skills to ace Clearwater Enfusion Consultant (Fixed Income & Equity) - Saragossa
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment operations and financial technology. Emphasise your hands-on experience with Clearwater Analytics and Enfusion, as well as your understanding of Fixed Income and Equity instruments.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the key responsibilities mentioned in the job description. Showcase your expertise in implementing and integrating Clearwater or Enfusion platforms, and explain how your skills can benefit the company.
Highlight Relevant Projects: In your application, mention specific projects where you have successfully led or supported the onboarding of Fixed Income and Equity portfolios. Detail your role in these projects and the outcomes achieved.
Showcase Analytical Skills: Demonstrate your analytical and problem-solving skills by providing examples of how you've improved data workflows or reporting processes in previous roles. This will align with the company's need for someone who can recommend best practices.
How to prepare for a job interview at Saragossa
✨Showcase Your Technical Expertise
Make sure to highlight your hands-on experience with Clearwater Analytics and Enfusion during the interview. Be prepared to discuss specific projects where you implemented these platforms, focusing on the challenges you faced and how you overcame them.
✨Understand Fixed Income and Equity Instruments
Brush up on your knowledge of Fixed Income and Equity instruments before the interview. Be ready to explain how these instruments work and their relevance in asset management, as this will demonstrate your expertise and understanding of the role.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle real-world situations. Think of examples from your past experiences where you successfully managed data workflows or improved portfolio management processes.
✨Communicate Clearly and Confidently
Effective communication is key in this role, so practice articulating your thoughts clearly. During the interview, ensure you explain your ideas confidently, especially when discussing technical concepts or your previous experiences with cross-functional teams.
