The Lead Client Servicing Associate will manage the client onboarding process for custom financial reporting solutions, translating client requirements into effective reporting outputs while collaborating with various teams.
Clearwater Analytics (CWAN)
Reporting Onboarding
The Team:
The Global Delivery – Hedge Funds Organization helps clients leverage the Enfusion PMS module for their daily operations. The organization spans three verticals — PMS Specialists (Valuations & Risk, Position and Trade Management, P&L and Accounting), Reporting Operations, and PMS Operations (Portfolio Operations, Static Data).
The Role:
The Reporting Onboarding Specialist owns the end-to-end delivery of custom financial reporting solutions for clients joining the Enfusion platform. You will be the primary reporting point of contact throughout the onboarding journey — translating complex client requirements into elegant, scalable reporting solutions that drive real operational value.
What You'll Do:
- Own the full reporting onboarding lifecycle — from initial scoping through delivery and sign-off — ensuring a seamless client experience at every stage
- Lead client discovery calls to deeply understand reporting needs and translate them into well-defined, actionable specifications
- Design and deliver creative, tailored reporting solutions for COOs, CIOs, Portfolio Managers, Traders, Risk Officers, Operations Teams, and Fund Accountants
- Build custom Position and P&L reports, Trade and Order Blotters, Post-Trade Compliance and Regulatory reports, Exposure Analysis, Risk and Scenario reports, and Financial Statements within the Clearwater platform
- Develop custom fields and calculated columns using Java/JavaScript to address the unique and evolving needs of a diverse client base
- Advise clients on reporting best practices, proactively identifying opportunities to enhance their reporting framework beyond the stated brief
- Collaborate with Solution Managers, Project Managers, and Product teams to deliver against client expectations and inform product enhancements
What You'll Need:
- Bachelor's degree in Computer Science, Finance, Accounting, or a related field
- Proficiency in JavaScript; ability to write and troubleshoot custom logic
- 2+ years of reporting experience in a front, middle, or back-office environment — at a prime broker, fund administrator, investment management firm, or fintech
- Strong analytical and problem-solving skills with sharp attention to detail
- Excellent communication skills and confidence in client-facing settings
- Ability to manage multiple workstreams independently and meet deadlines in a fast-paced environment
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