Portfolio Management System - Product Specialist jobs in United States
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Clearwater Analytics (CWAN) · 9 hours ago

Portfolio Management System - Product Specialist

positionChicago, IL
timeFull-time
remoteOnsite
seniorityMid Level
money$75K/yr - $90K/yr
date3+ years exp

Clearwater Analytics (CWAN) is seeking a Portfolio Management System - Product Specialist to join their team. This role involves assisting clients with order creation workflows and developing a strong understanding of PMS Trade Creation Tools while addressing complex P&L queries.

AccountingAnalyticsData IntegrationInsurTech
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H1B Sponsor Likelynote

Responsibilities

Assist clients in creating intelligent and flexible order creation workflows that fit client specific requirements
Develop a strong understanding of PMS Trade Creation Tools, such as Position Transfers, Corporate Action Processing, Option Processing, Futures Rolls, etc. Assist clients in booking these internal trades ensuring correct P&L after updates
Take ownership of Trade Allocation and Trade Commission set-ups
Expertise in decomposing P&L for Listed Products, breaking down Unrealized and Realized Components into the most P&L components to justify the system calculations or identify and address the root issue for a P&L query
Calculate NMV, Exposure, and Monetized Greeks
Develop a holistic understanding of the PMS GL Relationship in order to take on high complexity GL queries regarding Financial Statements Investigations and PMS/GL Breaks

Qualification

Enfusion PMS toolsP&L calculationsGeneral Ledger AccountingClient support experienceFinancial services experienceAnalytical skillsClient-facing experiencePrioritize tasksConfident demeanorProblem-solving skills

Required

Bachelor's degree from an accredited university or college in Finance, Accounting, Economics, or related field
3+ years of experience in client support for Portfolio Management Systems for Asset Managers, or experience in Middle Office/Operations at either an Asset Manager, Bank, or Administrator
Superior analytical and problem-solving skills
Ability to handle and prioritize multiple tasks and work independently
Confident and calm demeanor

Preferred

Additional experience in Mathematics or other high level quantitative experience
Experience in financial services
Previous client-facing experience and experience handling client escalations

Benefits

RSUs

Company

Clearwater Analytics (CWAN)

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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.
dateFounded in 2004
location
Boise, Idaho, USA
people-size1001-5000 employees
web-link
https://clearwateranalytics.com

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 Company
Total Funding
$1.97B
2025-12-21Private Equity
2025-12-21Acquired
2025-05-12Post Ipo Equity· $261.81M

Leadership Team

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Sandeep Sahai
CEO
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James Cox
Chief Financial Officer
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Recent News

GlobeNewswire
$HAREHOLDER ALERT: The M&A Class Action Firm Reminds $hareholders of Upcoming Merger Deadlines—FONR, DBRG, ONTF, and CWAN
2026-01-09
PR Newswire
SHAREHOLDER ALERT: The M&A Class Action Firm Is Investigating the Merger--EKSO, FOLD, CWAN, and JHG
2026-01-07
Morningstar.com
SHAREHOLDER ALERT: The M&A Class Action Firm Is Investigating the Merger—EKSO, FOLD, CWAN, and JHG
2026-01-07
Company data provided by crunchbase