Job Specifications
About Beacon by CWAN: Cloud-native, cross-asset trading and risk management solution.
Beacon by CWAN adds quantitative and modeling capabilities to the world’s most robust investment management platform for comprehensive risk and performance analysis spanning public and private markets.
Responsibilities:
Manages end-to-end execution of projects, ensuring they meet scope, timeline, and budget requirements.
Projects including client onboarding and advisory projects with existing clients on the Beacon by CWAN platform
Executes project plan creation and maintenance, project budget management, change controls, risk and issue management.
Skills/Experience:
PM Skills (Methodologies, budgeting, etc.):
Expertise in project management methodologies (Agile, Waterfall, etc.).
Hands on experience with budget management and risks/issues tracking & mitigation
Expertise in project managing the full lifecycle on projects of 6+ month duration and budget > $500k
Extensive experience working on client facing projects alongside a global team of Engineers, Sales/Account Management, and customer support
BA Skills:
Scope and document SOWs for existing clients.
Communication/Stakeholder Mgmt Skills:
Strong communication and stakeholder management skills.
Persistence and adaptability
Comfortable with ambiguity
Excellent analytical, strategic conceptual thinking, and strategic planning, and execution skills
Flexibility - comfortable with wearing many hats
Domain Expertise/Types of Projects:
Project Management experience delivering pricing, risk, and trading platform solutions on a range of projects pre or post sales (i.e. large scale, complex initiatives, and tactical and/or strategic projects)
Understanding of the trade lifecycle.
Strategic Initiatives:
Provide feedback & improve PM processes.
Escalations/Project Oversight:
Proactive work ethic and ability to work with minimal supervision
Proactively mitigates project risks and issues, and has oversight and responsibility for the entire project independently.
Builds strong relationships with internal/external stakeholders, resolves conflicts, and manages expectations for the entire project
Ability to provide actionable insights and recommendations to support high-level decision-making.
Required Skills:
4-10 years total experience, with demonstrated project management or workstream/senior analyst experience
Must have client implementations experience
Financial Services Experience (Investment, Banking, Insurance, FinTech, etc).
Bachelor’s or master's in relevant field e.g. project management, MBA, finance, economics etc...
Knowledge of risk management or front office tools is good to have, but not essential
What We Offer:
Business casual atmosphere in a flexible working environment.
Team focused culture that promotes innovation and ownership.
Access cutting edge investment reporting technology and expertise.
Clearwater stock grant (RSUs) as well as employee stock purchase plan.
Private medical insurance, private dental insurance, Healthcare Cash Plan, discounted gym membership + other discounts.
Industry competitive pension contributions.
34 days initial holiday allowance (increasing with each year of tenure) + 2 days annual Volunteer Time Off.
Continual learning, access to learning tools, professional development, defined and undefined career pathways allowing you to grow your own way.
Annual 3 weeks ‘work from anywhere in the world'.
About the Company
Clearwater Analytics (NYSE: CWAN) is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations.
Clearwater aggregates, reconciles, and reports on more than $6.4 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide.
For more than a decade, we ...
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