The Team
This team sits within Clearwater Analytics and supports clients leveraging our Enfusion PMS capabilities, a core part of our portfolio management and accounting platform. The team operates across front, middle, and back-office workflows, partnering with asset managers to implement and optimize trading, portfolio, and accounting processes.
You’ll work across the full investment lifecycle—connecting trades, positions, P&L, and financial reporting—developing a strong understanding of how front-office activity flows through to accounting outputs. The team also partners closely with Valuation & Risk on complex instruments and analytics.
What You’ll Do
Partner with clients to design and implement trading and order workflows aligned to their strategies
Develop expertise in trade lifecycle functionality within our Enfusion PMS capabilities (e.g., corporate actions, options, futures, position transfers)
Own trade allocation and commission setups
Analyze and decompose P&L across asset classes, identifying key drivers and resolving discrepancies
Calculate and validate NMV, exposure, and monetized Greeks
Investigate and resolve PMS vs. General Ledger discrepancies
Support client implementations and serve as a trusted point of contact
What You’ll Bring
3+ years of experience with Portfolio Management Systems, or in middle office/operations (asset manager, bank, or administrator)
Strong understanding of trading workflows, P&L, and/or portfolio accounting
Analytical mindset with the ability to solve complex problems across systems
Ability to manage multiple priorities in a fast-paced, client-facing environment
Strong communication skills and professional presence
Exposure to accruals, complex instruments (e.g., swaps), or tax lot accounting is a plus
Why This Role
Direct exposure to sophisticated investment strategies and clients
High-impact, client-facing work across trading and accounting workflows
Strong growth opportunity within a fast-paced, high-performance environment