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About the Role

This role supports clients using Enfusion PMS capabilities, a core part of the portfolio management and accounting platform. You will work across front, middle, and back-office workflows, partnering with asset managers to implement and optimize trading, portfolio, and accounting processes. You will gain a deep understanding of how front-office activity impacts accounting outputs and collaborate with Valuation & Risk on complex instruments and analytics.

Responsibilities

Partner with clients to design and implement trading and order workflows aligned to their strategies
Develop expertise in trade lifecycle functionality within Enfusion PMS capabilities (e.g., corporate actions, options, futures, position transfers)
Own trade allocation and commission setups
Analyze and decompose P&L across asset classes, identifying key drivers and resolving discrepancies
Calculate and validate NMV, exposure, and monetized Greeks
Investigate and resolve PMS vs. General Ledger discrepancies
Support client implementations and serve as a trusted point of contact

Requirements

6+ years of experience with Portfolio Management Systems, or in middle office/operations (asset manager, bank, or administrator)
Strong understanding of trading workflows, P&L, and/or portfolio accounting
Analytical mindset with the ability to solve complex problems across systems
Ability to manage multiple priorities in a fast-paced, client-facing environment
Strong communication skills and professional presence
Exposure to accruals, complex instruments (e.g., swaps), or tax lot accounting is a plus

Experience Level

6+ years

Salary/Compensations

$85,000.00 - $120,000.00

Benefits

health/vision/dental insurance
401(k)
PTO
parental leave
medical leave
STD/LTD insurance benefits

About the Company

Clearwater Analytics supports clients leveraging its Enfusion PMS capabilities, a core part of its portfolio management and accounting platform.

Equal Opportunity

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.