Senior Consultant - Investment Accounting & Reporting

at  Clearwater Analytics

The Global Delivery division is responsible for onboarding all new clients onto Clearwater’s SaaS platform. As Senior Implementation Consultant, you will work on a variety of client implementations to provide domain expertise in investment accounting, financial markets, and German regulatory reporting. You will be an integral part of a collaborative division spanning Analysts, Team Leads and Program Managers.

Responsibilities:

• Develop and apply deep domain expertise to evaluate requirements and configure solutions to meet a wide range of investment accounting and reporting needs for Clearwater’s largest clients.
• Develop a deep understanding of Clearwater’s product.
• Strategize with development teams to enhance our product offering, improve our client on-boarding experience, shorten delivery time frames, and develop repeatable, scalable processes.
• Effectively communicate and collaborate with a global team to resolve problems and client inquiries accurately and efficiently.
• Spread your knowledge by designing and implementing training materials and SOPs.

• Managed assigned projects and coordinate necessary resources.

  Required Skills:

• Knowledge of investment accounting policies and procedures

• Deep knowledge of: German GAAP (HGB) and German local regulatory reporting
• Knowledge of: Securities or financial markets, especially derivatives, alternatives, structured products, and/or fixed income
• Good understanding of the financial Instruments specific in the DACH-region (e.g. Schuldscheindarlehen, Namensschuldverschreibung, Inhaberschuldverschreibung, Vorkäufe/ preemptive)
• Working knowledge of specific processes in the DACH-region (e.g. Träuhänder/ trustee process, Marktgerechtigkeitsprüfung/ trade control, stress tests and forecasting
• Understanding of challenges in the industry (reporting, accounting, data…)
• Proven history of proficient Excel use
• Ability to concisely convey information through verbal and written communication.
• Dynamic problem-solving skills, and an innate sense of curiosity with motivation to continually learn and solve problems for our clients.
• Excellent organizational and interpersonal skills
• Fluency in German and English

Education and Experience:

• Bachelor’s degree in Accounting, Finance, or related discipline
• 4+ years’ relevant experience in any of the following: Asset Management, Insurance, FinTech, Investment Accounting, or Investment Operations

• Develop and apply deep domain expertise to evaluate requirements and configure solutions to meet a wide range of investment accounting and reporting needs for Clearwater’s largest clients.
• Develop a deep understanding of Clearwater’s product.
• Strategize with development teams to enhance our product offering, improve our client on-boarding experience, shorten delivery time frames, and develop repeatable, scalable processes.
• Effectively communicate and collaborate with a global team to resolve problems and client inquiries accurately and efficiently.
• Spread your knowledge by designing and implementing training materials and SOPs.
• Managed assigned projects and coordinate necessary resources