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Clearwater Security & Compliance

60 jobs near Columbus, OH

Clearwater Analytics

Sr. Program Manager

Boise, ID · On-site

$100K - $100K/yr

Clearwater Analytics is a company focused on delivering data distribution, reporting, and analytics ... and data security compliance. • Familiarity with Software-as-a-Service (SaaS) platforms and ...

Clearwater Analytics

Sr. Program Manager

Boise, ID · On-site

$110K - $110K/yr

Schedules and leads steering committee meetings with C-level client decision makers and Clearwater ... and data security compliance. * Familiarity with Software-as-a-Service (SaaS) platforms and ...

Clearwater Analytics

Sr. Program Manager

Boise, ID · On-site

$110K - $110K/yr

Schedules and leads steering committee meetings with C-level client decision makers and Clearwater ... and data security compliance. * Familiarity with Software-as-a-Service (SaaS) platforms and ...

Clearwater Analytics

Implementation Analyst

Boise, ID · Remote

They collaborate with both clients and various Clearwater teams to assess requirements and ... These solutions are tailored to fulfill the client's accounting, compliance monitoring, performance ...

Clearwater Analytics

Implementation Analyst

Boise, ID · On-site

They collaborate with both clients and various Clearwater teams to assess requirements and ... These solutions are tailored to fulfill the client's accounting, compliance monitoring, performance ...

Clearwater Analytics

Lead Client Servicing Associate

Boise, ID · On-site

$17.25 - $21/hr

Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation ... Clearwater user. * Validate investment data against available third-party market data sources and ...

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Sr. Program Manager

Clearwater Analytics

Boise, ID • On-site

$100K - $100K/yr

Full-time

Re-posted 2 days ago

Job description

Job Summary:
Clearwater Analytics is a company focused on delivering data distribution, reporting, and analytics projects within the investment accounting and management domain. The Project Manager will oversee project execution, coordinate resources, and ensure high-quality delivery of client reporting and insights solutions.
Responsibilities:
• Serves as a trusted relationship manager responsible for ensuring timely, accurate, and thorough responses to all client inquiries and a successful transition to the steady-state servicing team.
• Define and finalize the scope for reporting, data distribution, and insights/analytics projects.
• Develop project plans, timelines, resource allocations, and risk management strategies for internal, client, and vendor participants.
• Coordinate efforts across service teams, data engineers, BI developers, and third parties to deliver on-time, high-quality outcomes.
• Generates weekly status reports, holds weekly status meetings with client and project team.
• Schedules and leads steering committee meetings with C-level client decision makers and Clearwater senior management.
• Manage and report on budget for implementation.
• Seek out, recommend, and implement continuous service improvements.
• Be the bridge between various business stakeholders including Client Servicing team, Sales team, and Development team.
• Ability to run multiple simultaneous implementations with minimal oversight.
Qualifications:
Required:
• Strong background in financial services (investment, banking, insurance, fintech).
• Experience in data platform projects including Snowflake, data lakes, ETL workflows, and BI reporting.
• Project manage in a matrix reporting environment.
• Explores, trials, and provides trusted recommendations for the use of other tools and technologies as use cases arise.
• Knowledge of investment accounting, financial reporting, data governance, and data security compliance.
• Familiarity with Software-as-a-Service (SaaS) platforms and delivery model.
• Strong computer skills, including proficiency in Microsoft Office.
• Excellent attention to detail and strong documentation skills.
• Technical skills in JIRA, Excel, Monday.com and Salesforce.
• Outstanding verbal and written communication skills.
• Strong organizational and interpersonal skills.
• Exceptional problem-solving abilities.
• Bachelor’s & master's in finance, accounting, computer science or information systems.
• 7+ years of relevant project management and implementation experience working with external clients.
• Proven experience implementing software solutions within Asset Management, Market Data and/or Insurance space.
• Consulting experience.
• Securities or financial markets experience.
Company:
Clearwater Analytics is a SaaS company, providing automated investment accounting, performance, and analytics for institutional investors. Founded in 2004, the company is headquartered in Boise, USA, with a team of 1001-5000 employees. The company is currently Late Stage.

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