The Team
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
- 3+ 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