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Program Manager

Company: Clearwater Analytics
Location: Boise
Posted on: November 22, 2020

Job Description:

About Clearwater Analytics--

Clearwater Analytics-- is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations make the most of investment portfolio data with cloud-native software and client-centric servicing. Every day, investment professionals worldwide trust Clearwater to deliver timely, validated investment data and in-depth reporting.

Clearwater aggregates, reconciles, and reports on more than $4 trillion in assets across thousands of accounts daily for our Fortune 500 clients.

Description:


  • Identify and finalize project/implementation scope
  • Develop detailed implementation plans including internal, client and third-party resourcing
  • Manage and coordinate with internal, client and third-party resources to ensure a successful, on-time and with quality implementation per plan
  • Generate weekly status reports, hold weekly status meetings with client and project team
  • Schedule and lead steering committee meetings with C-level client decision makers and Clearwater senior management
  • Change management
  • Manage and report on budget for implementation

    Requirements:


    • 4+ years of project management and implementation experience working with external clients implementing large scale programs (multi-location settings a plus)
    • Financial Services Experience (Investment, Banking, Insurance, FinTech, etc)
    • Excellent communication skills (written, verbal, internal and client facing)
    • Excellent organizational skills and ability to multi-task
    • Project manage in a matrix reporting environment
    • Track record of delivering projects on time and in budget
    • Ability to seek out, recommend and implement continuous service improvements within the project timeline (and future projects)

      Desired Experience and Skills:


      • Investment accounting and reporting knowledge
      • Consulting experience
      • Securities or financial markets experience
      • Familiarity with Software-as-a-Service (SaaS) platforms and delivery model

        What we offer:


        • Business casual atmosphere in a flexible working environment
        • Team focused culture that promotes innovation and ownership
        • Access to cutting edge investment reporting technology and expertise
        • Continual learning, professional development and growth opportunities
        • Competitive salary and benefits package; including health, vision and dental
        • Additional benefits including PTO, 401(k) with 4% employer match

Keywords: Clearwater Analytics, Boise , Program Manager, Executive , Boise, Idaho

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