Clearwater Analytics · 3 hours ago
Portfolio Management System - Product Specialist
Chicago, IL
Full-time
Onsite
Mid, Senior Level
$85K/yr - $120K/yr
7+ years expClearwater Analytics is a leader in investment accounting and reporting solutions, seeking a Portfolio Management System - Product Specialist. This role involves serving as a liaison between clients and internal teams, translating business requirements into system applications and providing mentorship while enhancing product offerings and processes.
AccountingAnalyticsData IntegrationInsurTech
Responsibilities
Translate the client’s business requirements into specific system applications, process design, implementation materials/training and SOPs
Trusted to deliver accurate, timely and thorough responses to any inquiry in both written and verbal contexts, with the ability to simplify multiple complex topics
Effectively communicate and collaborate with a global team to accurately resolve complex problems and client inquiries in their area of specialism, as well as broader financial or accounting topics
Strategize with development teams to enhance our product offering, improve our client on-boarding experience, shorten delivery time frames, and develop repeatable, scalable processes
Spread your knowledge by regularly providing mentorship/training, as well as designing and implementing training materials and SOPs
Proactively work towards continuous improvement of processes, procedures, tools and resources within the team
Manage and consistently complete assigned projects and coordinate necessary resources
Key contributor for knowledge base and SOP documentation, leading efforts to drive client self-service
Qualification
Required
Possess deep knowledge in their area of expertise
Broad industry expertise in investment accounting, using skills to contribute to the development of company objectives and principles
Can own multiple projects at a time, achieving goals in creative and effective ways
Strong computer skills, including proficiency in Microsoft Office
Excellent attention to detail and strong documentation skills
Outstanding verbal and written communication skills
Strong organizational and interpersonal skills
Exceptional problem-solving abilities
Bachelor's degree or above in Accounting or Finance-related field, or experience in relevant area of specialization
7+ years' relevant experience
Benefits
RSU's
Company
Clearwater Analytics
Clearwater Analytics is a SaaS company, providing automated investment accounting, performance, and analytics for institutional investors.
1001-5000 employees
H1B Sponsorship
Clearwater Analytics 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