Portfolio Management Systems (PMS) Sr. Subject Matter Expert - Implementations

Job description

The Team This team sits within Clearwater Analytics and supports clients leveraging our Enfusion PMS capabilities, a core part of our portfolio management and accounting platform. The team operates across front, middle, and back-office workflows, partnering with asset managers to implement and optimize trading, portfolio, and accounting processes. You’ll work across the full investment lifecycle—connecting trades, positions, P&L, and financial reporting—developing a strong understanding of how front-office activity flows through to accounting outputs. The team also partners closely with Valuation & Risk on complex instruments and analytics. What You’ll Do: Partner with clients to design and implement trading and order workflows aligned to their strategies Develop expertise in trade lifecycle functionality within our 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 impl...