Clearwater Analytics (CWAN)

Reporting Onboarding

The Team:

The Global Delivery – Hedge Funds Organization helps clients leverage the Enfusion PMS module for their daily operations. The organization spans three verticals — PMS Specialists (Valuations & Risk, Position and Trade Management, P&L; and Accounting), Reporting Operations, and PMS Operations (Portfolio Operations, Static Data).

The Role:

The Reporting Onboarding Specialist owns the end-to-end delivery of custom financial reporting solutions for clients joining the Enfusion platform. You will be the primary reporting point of contact throughout the onboarding journey — translating complex client requirements into elegant, scalable reporting solutions that drive real operational value.

What You'll Do:
Own the full reporting onboarding lifecycle — from initial scoping through delivery and sign-off — ensuring a seamless client experience at every stage
Lead client discovery calls to deeply understand reporting needs and translate them into well-defined, actionable specifications
Design and deliver creative, tailored reporting solutions for COOs, CIOs, Portfolio Managers, Traders, Risk Officers, Operations Teams, and Fund Accountants
Build custom Position and P&L; reports, Trade and Order Blotters,



Post-Trade Compliance and Regulatory reports, Exposure Analysis, Risk and Scenario reports, and Financial Statements within the Clearwater platform
Develop custom fields and calculated columns using Java/JavaScript to address the unique and evolving needs of a diverse client base
Advise clients on reporting best practices, proactively identifying opportunities to enhance their reporting framework beyond the stated brief
Collaborate with Solution Managers, Project Managers, and Product teams to deliver against client expectations and inform product enhancements

What You'll Need:
Bachelor's degree in Computer Science, Finance, Accounting, or a related field
Proficiency in JavaScript; ability to write and troubleshoot custom logic
2+ years of reporting experience in a front, middle, or back-office workplace — at a prime broker, fund administrator, investment management firm, or fintech
Strong analytical and problem-solving skills with sharp attention to detail
Excellent communication skills and confidence in client-facing settings
Ability to manage multiple workstreams independently and meet deadlines in a rapid-paced setting

📌 Lead Client Servicing Associate Bengaluru (India)
🏢 Important Group
📍 India