Job Description

The Project Manageris responsible fordefining and delivering data distribution, reporting, and analytics projects within the investment accounting and management domain. This role oversees project execution from scope definition to successful implementation, coordinating resources across internal service teams, data engineering teams, BI developers, and third-party partnersto ensure the on-time, high-quality delivery of client reporting,data-sharingor insightssolutions.The project manager will generateweekly status reports, hold regular project meetings with clients and the team, schedule and lead steering committee meetings with senior client decisionmakersand internal leadership. Serves as a trusted relationship manager ensuringtimely,accurateresponses to client inquiries and a smooth transition to steady-state servicing. Monitors and reports on project budgets and proactivelyseeksopportunities for continuous service improvements.

Responsibilities:  

• Serves as a trusted relationship manager responsible for ensuringtimely,accurate, and thorough responses to all client inquiries and a successful transition to the steady-state servicing team.  

• Define andfinalizethe scope for reporting, data distribution, andinsights/analyticsprojects.

• Develop project plans, timelines, resource allocations, and risk management strategies for internal, client, and vendor participants.

• Coordinate efforts across service teams, data engineers, BI developers, and third parties to deliver on-time, high-quality outcomes.

• Generatesweekly status reports, holds weekly status meetings with client and project team. 

• Schedules and leads steering committee meetings with C-level client decision makers and Clearwater senior management.  

• Manage and report onbudget forimplementation. 

• Seek out, recommend, and implement continuous service improvements. 

• Be the bridge between various business stakeholders including Client Servicing team, Sales team, and Development team. 

• Ability to run multiple simultaneous implementations with minimal oversight. 

Required Skills:  

• Strong background in financial services (investment, banking, insurance, fintech).

• Experience in data platform projects including Snowflake, data lakes, ETL workflows, and BI reporting.

• Projectmanagein a matrix reporting environment. 

• Explores, trials, and provides trusted recommendations for the use of other tools and technologies as use cases arise.  

• Knowledge of investment accounting, financial reporting, data governance, and data security compliance.

• Familiarity with Software-as-a-Service (SaaS) platforms and delivery model

• Strong computer skills, includingproficiencyin Microsoft Office.  

• Excellent attention to detail and strong documentation skills.  

• Technical skills in JIRA, Excel,Monday.comand Salesforce.

• Outstanding verbal and written communication skills.  

• Strong organizational and interpersonal skills. 

• Exceptional problem-solving abilities. 

Education and Experience: 

• Bachelor’s & master's in finance,accounting, computerscienceorinformation systems.

• 7+ years of relevant project management and implementation experience working with external clients.  

• Proven experience implementing software solutions within Asset Management, MarketDataand/or Insurance space. 

• Consulting experience. 

• Securities or financialmarketsexperience.