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Mid-level, metro-based client-facing role with common title and mid experience attracts strong applicant competition.
Requires specialized investment accounting and product expertise, limiting cross-industry transferability.
Explicit 5+ years requirement plus deep investment accounting domain expertise makes shortlisting highly selective.
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Act as domain expert and liaison between clients and internal teams to configure Clearwater systems for investment accounting/reporting needs.
Translate client business requirements into system applications, process designs, training materials, and SOPs; deliver accurate, timely responses to inquiries.
Collaborate with global teams to resolve complex client issues; drive process improvement, product enhancement, knowledge sharing, and project management.
Bachelor’s degree or higher in Accounting, Finance, or relevant specialization.
5+ years of relevant experience in investment accounting or related domain.
Proficiency in Microsoft Office, strong documentation and communication skills.
Work Experience Required: 5+ years relevant experience.
Deep expertise in investment accounting and Clearwater systems/processes, able to handle complex client requirements.
Experience managing multiple projects simultaneously with effective problem-solving and organizational skills.
Ability to mentor/train team members and contribute to scalable process improvements and knowledge management.