Clearwater Analytics · 1 day ago
Implementations Project Management Associate
Office - Chicago
Full-time
Onsite
New Grad, Entry Level
$62K/yr - $85K/yrClearwater Analytics is a company focused on providing innovative financial solutions, and they are seeking an Implementations Project Management Associate to oversee project implementations for clients. The role involves project planning, resource coordination, status reporting, and ensuring successful outcomes through effective management and client relationship building.
AccountingAnalyticsData IntegrationInsurTech
Responsibilities
Create and manage comprehensive project plans for an assigned portfolio, ensuring alignment with client objectives and internal goals
Manage and coordinate the activities of internal teams, clients, and third-party vendors across various project workstreams to ensure timely execution
Generate weekly status reports and hold weekly status meetings with clients and project teams to update on project progress and address potential issues
Lead steering committee meetings with C-level client decision-makers and senior management, facilitating strategic discussions and decision-making
Oversee project financials, including revenue recognition forecasts and unbilled bookings, ensuring budgets are adhered to and financial targets met
Manage and report on resource allocation, optimizing the utilization of resources for the assigned project portfolio
Take responsibility for tracking project metrics such as utilization, go-live adherence, and billing accuracy, ensuring project health is continuously monitored
Serve as a trusted client relationship manager, providing timely and accurate responses to inquiries and fostering strong client partnerships
Ensure a smooth transition to the steady-state servicing team after project implementation, enabling ongoing client support
Demonstrate the ability to oversee multiple simultaneous implementations with minimal supervision, delivering results efficiently
Qualification
Required
Proficient in project management tools such as JIRA, Excel, SmartSheet, Monday.com and Salesforce
Experience in implementing large-scale programs, particularly in multi-location settings
Proven track record of managing projects in a matrix reporting environment, delivering them on time and within budget
Ability to identify, recommend, and implement continuous service improvements throughout project lifecycles
Knowledge of investment accounting and reporting processes
Familiarity with Change Management or Change Delivery roles in client-facing environments
Exposure to investment accounting, reporting, and analytics software solutions
Strong technical skills and expertise in project management software
Familiarity with Software-as-a-Service (SaaS) platforms and Fintech solutions
Background in Investment Accounting, with qualifications such as ACCA, viewed as an advantage
Excellent attention to detail and strong documentation skills
Outstanding verbal and written communication abilities
Strong organizational, interpersonal, and problem-solving skills
Bachelor's degree in finance, accounting, or a related field; a master's degree is a plus
Relevant experience in financial services (Investment, Banking, Insurance, FinTech, etc.)
Preferred
Prior consulting experience is advantageous
Understanding of securities or financial markets is preferred
Benefits
RSU's
Company
Clearwater Analytics
Clearwater Analytics is a SaaS company, providing automated investment accounting, performance, and analytics for institutional investors.
Founded in 2004
1001-5000 employees
H1B Sponsorship
Clearwater Analytics has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (18)
2024 (17)
2023 (15)
2022 (22)
2021 (11)
2020 (11)
Funding
Current Stage
Public CompanyTotal Funding
$1.97B2025-12-21Private Equity
2025-12-21Acquired
2025-05-12Post Ipo Equity· $261.81M
Leadership Team
Sandeep Sahai
CEO
James Cox
Chief Financial Officer
Recent News
Company data provided by crunchbase