Clearwater Analytics (CWAN) · 6 days ago
Lead LP Associate
Office - Boise
Full-time
Onsite
Mid, Senior Level
3+ years expClearwater Analytics is seeking a Lead LP Associate responsible for managing relationships with Limited Partners and assisting with the onboarding process for new LP clients. This role involves collaboration between clients and internal teams to develop tailored solutions that address investment accounting, performance measurement, compliance monitoring, and reporting needs.
AccountingAnalyticsData IntegrationInsurTech
Responsibilities
Demonstrate a deep understanding of the firm's value proposition specifically geared toward LPs, effectively communicating its benefits to clients
Follow established methodologies for client onboarding, ensuring alignment with client needs and internal processes
Provide comprehensive training and support to LP clients on the services and reporting tools available
Communicate project status, potential issues, and risks to all stakeholders effectively, ensuring transparency throughout the onboarding process
Independently lead project workstreams, demonstrating strong initiative and accountability
Troubleshoot and resolve issues faced by LP clients during the onboarding and service delivery process
Manage relationships with clients and internal stakeholders, including senior management, throughout the engagement lifecycle
Deliver exceptional consultancy services, ensuring project objectives align with company goals and client expectations
Identify and escalate risks or issues to relevant stakeholders for timely resolution
Utilize acquired skills and best practices to complete a variety of tasks effectively and efficiently
Build trust by consistently providing accurate and timely responses to client inquiries, both verbally and in writing
Conduct internal training sessions for colleagues to share expertise and enhance team knowledge
Document and recommend internal process improvements and service enhancements
As a seasoned professional, apply creative solutions to effectively resolve complex client issues
Proactively identify opportunities for process enhancement and lead initiatives to implement improvements within the team
Qualification
Required
Advanced knowledge of investment accounting principles and practices, with a specific focus on LP structures
Proven leadership skills to effectively guide workstreams and manage project delivery
Understanding of investment performance metrics, risk exposure, and valuation methodologies
Familiarity with alternative investments, private equity, and accounting or audit practices is highly desirable
Advanced understanding of financial markets, particularly in relation to alternatives, derivatives, structured products, and fixed income
Experience with relational database principles and SQL querying preferred
Strong project management skills and ability to manage multiple priorities under pressure
Proficient in Microsoft Office Suite with exceptional attention to detail and documentation skills
Outstanding verbal and written communication skills
Strong organizational and interpersonal skills, facilitating effective collaboration
Exceptional problem-solving abilities with analytical skills to navigate complex issues
Bachelor's or Master's degree in a related field, such as Finance, Accounting, or Business Administration
3+ years of relevant experience in a role related to alternative investments, private equity, or LP relationships
Preferred
Experience with relational database principles and SQL querying preferred
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
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
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