Subject Matter Expert - Client Servicing - PMS
Clearwater Analytics(1 month ago)
About this role
A mid-level Client Services role supporting the Enfusion Portfolio Management System across front-, middle- and back-office functions for asset managers. The position sits at the intersection of trading workflows, P&L/accounting relationships, and system integration, offering opportunities to specialize in either front-office trading workflows or P&L and GL analysis. Team members collaborate with client-facing teams to ensure accurate system calculations and cross-functional problem resolution.
Required Skills
- Trade Creation
- Order Workflows
- PMS Tools
- P&L Analysis
- NMV Calculation
- Exposure Calculation
- Trade Allocation
- Commission Setup
- GL Reconciliation
- Client Support
+1 more
Qualifications
- Bachelor's Degree in Finance, Accounting, Economics or related field
About Clearwater Analytics
clearwateranalytics.comClearwater Analytics is the leading provider of investment accounting software for reporting and reconciliation services for institutional investors.
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