The role
From Clearwater Analytics's own posting.
This team sits within Clearwater Analytics and supports clients leveraging our Enfusion PMS capabilities, a core part of our portfolio management and accounting platform. The team operates across front, middle, and back-office workflows, partnering with asset managers to implement and optimize trading, portfolio, and accounting processes.
You’ll work across the full investment lifecycle—connecting trades, positions, P&L, and financial reporting—developing a strong understanding of how front-office activity flows through to accounting outputs. The team also partners closely with Valuation & Risk on complex instruments and analytics.
What You’ll Do:
Partner with clients to design and implement trading and order workflows aligned to their strategies
Develop expertise in trade lifecycle functionality within our Enfusion PMS capabilities (e.g., corporate actions, options, futures, position transfers)
Own trade allocation and commission setups
Analyze and decompose P&L across asset classes, identifying key drivers and resolving discrepancies
Calculate and validate NMV, exposure, and monetized Greeks
Investigate and resolve PMS vs. General Ledger discrepancies
Support client implementations and serve as a trusted point of contact
What You’ll Bring:
6+ years of experience with Portfolio Management Systems, or in middle office/operations (asset manager, bank, or administrator)
Strong understanding of trading workflows, P&L, and/or portfolio accounting
Analytical mindset with the ability to solve complex problems across systems
Ability to manage multiple priorities in a fast-paced, client-facing environment
Strong communication skills and professional presence
Exposure to accruals, complex instruments (e.g., swaps), or tax lot accounting is a plus
Why This Role:
Direct exposure to sophisticated investment strategies and clients
High-impact, client-facing work across trading and accounting workflows
Strong growth opportunity within a fast-paced, high-performance environment
Salary Range
$85,000.00 - $120,000.00
This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.