Client Servicing Associate at Clearwater Analytics

Mumbai City, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

14 Jun, 26

Salary

0.0

Posted On

16 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Data analysis, Attention to detail, Problem solving, Communication skills, Process understanding, Data validation, Coordination, Testing

Industry

Software Development

Description

Interfaces Team Overview: The Interfaces Testing Team is responsible for setting up and validating data connectivity between client systems, vendors, and the Enfusion (a Clearwater Analytics company) platform. The team ensures accurate and seamless flow of financial data across multiple counterparties including Prime Brokers, Fund Administrators, Custodians, and other technology providers. The team plays an important role in onboarding new clients and ensuring that trade, position, and operational data is correctly integrated into the platform. The Role: We are looking for an Interfaces Testing Analyst to support the setup and testing of data interfaces between the CWAN platform and external client or vendor systems. In this role, you will work with sample trade files, perform data validations, coordinate with internal teams and external vendors, and ensure successful testing of interfaces before client go-live. This role is ideal for candidates interested in financial markets, operations, and technology integrations. Key Responsibilities: Assist in setting up and testing data interfaces between CWAN and external vendors or client systems. Perform testing on trade and operational data files such as trades, positions, cash balances, and securities data. Validate incoming and outgoing data to ensure accuracy and completeness. Work with sample trade files to test different transaction types including equities, derivatives, FX, and other instruments. Identify issues in data files and work with internal teams to resolve them. Communicate testing results and issues with internal teams and external vendors. Support onboarding of new client interfaces and assist with testing cycles. Monitor interface jobs and report any failures or issues. Required Qualifications: Bachelor’s degree in finance, Economics, Accounting, Computer Science, or related field 0–3 years of experience in financial operations, fintech, or data testing roles Basic understanding of financial markets or trade lifecycle Strong analytical and problem-solving skills Good communication and coordination skills Ability to work in a fast-paced environment Preferred Skills: Exposure to financial instruments such as equities, derivatives, or FX Familiarity with data files (CSV, Excel, flat files) Basic knowledge of SFTP or data transfer processes Experience with ticketing tools such as Jira Key Skills: Data analysis Attention to detail Problem solving Communication skills Process understanding Thank you for your interest in a career with Clearwater! 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. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at www.clearwateranalytics.com. Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply! You may be just what we're looking for.

Responsibilities

The role involves assisting in setting up and testing data interfaces between the CWAN platform and external systems, focusing on validating trade and operational data files across various transaction types. Responsibilities also include identifying and resolving data file issues, communicating results, and supporting new client onboarding cycles.