Clearwater Analytics (CWAN) · 1 day ago
Solutions Consultant - Cross Asset Risk
New York, NY
Full-time
Hybrid
Senior Level
7+ years expClearwater Analytics (CWAN) is a global SaaS solution provider specializing in investment accounting, analytics, and risk management. The Solutions Consultant will work closely with the Sales team to present risk solutions to prospective clients and will be responsible for custom software development and successful project delivery.
AccountingAnalyticsData IntegrationInsurTech
Responsibilities
Understanding the current and future capabilities of the CWAN risk and performance product line; assisting with technical responses to inquiries through the sales process - such as through RFI/RFP and live Q&A and discovery calls
Working with prospects to understand their risk requirements, and their systems landscape, and help design/present tailored solutions proposals that can meet their needs; Participating in deeper technical workshops and evaluation projects as necessary
Performing live demonstration of both out-of-the-box and customized solutions to prospective clients
Assisting clients to help evaluate fitness for purpose, such as during projects/trials, including hands-on custom Python development as necessary
Building internal prototypes and proof-of-concept examples to demonstrate potential ideas and techniques that illustrate the power and flexibility of the product to meet needs of different client types
Expanding the internal inventory of demonstrable use-cases and configurations to empower the sales team
Qualification
Required
7+ years' experience as a software developer or pre-sales engineer developing risk management software, including experience developing in Python
Understanding of financial risk measures (greeks, VaR, xVA, etc)
Understanding of the typical needs of various personas within financial markets (traders, risk managers / CRO, portfolio managers, institutional sales, etc)
Practical knowledge of financial instruments and derivatives, such as futures, bonds, options, exotics, securities, loans, etc and a variety of asset classes (equities, interest rates, foreign exchange, credit, commodities, etc)
Proven analytical and problem-solving skills
Strong verbal and written communication skills, with an ability to articulate technical details to peers as well as to non-technical stakeholders
Excellent presentation and interpersonal skills
Must be based in tri-state area and willing to visit prospect offices as required, including international travel
Preferred
Previous experience in a sales engineering / solutions consulting role
Prior hands-on familiarity with SecDb at Goldman Sachs, Athena at JP Morgan or Quartz at Bank of America Merrill Lynch
Familiarity with modern technology stacks, software engineering principles and best practices
Familiarity with AWS, and other modern public cloud platforms
Knowledge and understanding of the typical technology infrastructure, functional dependencies and business requirements of major institutions; knowledge of other vendor risk-management systems and/or system integrations
Experience and familiarity with the different needs across types of financial institutions (buy-side / fund managers, sell-side / investment banks (including liquidity providers / market makers, etc), asset managers and asset owners) as well as physical commodities trading houses / energy utilities
Specific expertise in private credit or securitized products
Knowledge of portfolio management for cross-asset / multi-asset funds
Benefits
Business casual atmosphere in a flexible working environment
Team focused culture that promotes innovation and ownership
Access to cutting-edge investment reporting technology and expertise
Continual learning, professional development, and growth opportunities
Competitive salary and bonus package
Benefits package; including health, vision and dental insurance, volunteer time off and employee discounts
Company
Clearwater Analytics (CWAN)
Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets.
1001-5000 employees
H1B Sponsorship
Clearwater Analytics (CWAN) has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (18)
2024 (17)
2023 (15)
2022 (22)
2021 (11)
2020 (11)
Funding
Current Stage
Public CompanyTotal Funding
$1.97B2025-12-21Private Equity
2025-12-21Acquired
2025-05-12Post Ipo Equity· $261.81M
Leadership Team
Sandeep Sahai
CEO
James Cox
Chief Financial Officer
Recent News
Company data provided by crunchbase