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Lead Client Transition Associate

Clearwater Analytics

Edinburgh, Scotland, United Kingdom Full time July 08, 2026
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Vacancy Description

About Clearwater Analytics®

Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organisations make the most of investment portfolio data with cloud-native software and client-centric servicing. Every day, investment professionals worldwide trust Clearwater to deliver timely, validated investment data and in-depth reporting.

Domain Specific

  • Manages complex, multi-faceted client transitions involving multiple asset classes
  • Intermediate knowledge of general investment accounting principles and practices. Intermediate proficiency with at least one non-GAAP accounting basis (IFRS, STAT, TAX, etc.)
  • Understands and applies CWAN’s core value proposition in general and in very specific contexts.
  • Deep understanding of the front office and the accounting impacts of reconciliation options; makes recommendations internal and exte...

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    Vacancy Details

    Location Edinburgh, Scotland
    Country United Kingdom
    Type Full time
    Category Business Operations Specialists
    Posted July 08, 2026

    About Clearwater Analytics

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    Clearwater Analytics

    Edinburgh, United Kingdom

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