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About the Role

In this client-facing, pre-sales role, you will be central to how CWAN wins and onboards complex asset management mandates, owning the technical and written deliverables that move opportunities through the sales cycle. You will partner with prospective clients to uncover pain points and demonstrate how the CWAN solution adds measurable value. You will also build and refine sales resources, documentation, and standards for the EMEA team.

Responsibilities

Work with prospective clients to understand their current infrastructure, business requirements, and operational challenges, and articulate how CWAN’s solution enhances their operating model.
Lead the pre-sales workstream on complex software sales, from discovery through to solution design and handover.
Develop deep, demonstrable expertise across CWAN’s products and the value they deliver.
Communicate CWAN’s core value proposition persuasively, through written documentation, demonstrations, and live presentations.
Own the completion, organisation, and coordination of prospect RFPs and DDQs, ensuring high-quality, accurate, and timely responses.
Conduct research and preparation that underpins high-impact sales meetings and demos.
Coordinate resources across CWAN to support sales efforts and a smooth transition of new clients to our Global Delivery team.
Solve complex abstract problems and develop creative solutions to non-standard client requirements.

Requirements

Relevant experience in investment operations, investment management, insurance, or investment accounting.
A clear understanding of the challenges facing the industry, particularly around reporting, data management, and accounting.
Familiarity with the needs of different personas within an institutional asset manager, from front office to operations, finance, and technology.
Good knowledge of financial services and fixed income securities.
Excellent written and verbal communication skills, with the ability to present and articulate complex propositions clearly.
Strong organisational, interpersonal, and problem-solving skills.
Strong technical skills, including Excel and the ability to quickly become proficient in in-house software solutions.
A commitment to agility, continuous learning, and operational excellence, combined with competitiveness, curiosity, creativity, and drive.

Skills

Excel
Financial services
Fixed income securities
Reporting
Data management
Accounting
Investment operations
Investment management
Insurance
Investment accounting
Pre-sales
Technical writing
Demonstrations
Presentations
RFP response
Due Diligence Questionnaires (DDQs)

Location

London

Work Type

Client-facing
Pre-sales

Experience Level

Professional qualification such as the CFA is preferable

About the Company

Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry's most comprehensive cloud-native platform for institutional investors across global public and private markets.
The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system.
Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally.
Learn more at www.clearwateranalytics.com.

Equal Opportunity

Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification.
We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply!
You may be just what we're looking for.