Implementations Project Management Associate

· Remote

Location

Remote

Type

Full Time

Job Description

Implementations Project Management Associate

Reposted 3 Hours Ago
Be an Early Applicant
Chicago IL USA
Hybrid
60K-75K Annually
Senior level
Fintech • Software • Financial Services
See Clearly. Act Confidently.
The Role
The Program Manager oversees project implementation develops plans coordinates resources manages budgets leads meetings with stakeholders and drives continuous service improvements.
Summary Generated by Built In

Job Description

The Implementations Project Management Associate will be responsible for overseeing the implementation of projects for our clients ensuring successful outcomes through effective planning and resource management. Your diverse responsibilities will include:

Responsibilities:

  • Project Planning and Management: Create and manage comprehensive project plans for an assigned portfolio ensuring alignment with client objectives and internal goals.

  • Resource Coordination: Manage and coordinate the activities of internal teams clients and third-party vendors across various project workstreams to ensure timely execution.

  • Status Reporting: Generate weekly status reports and hold weekly status meetings with clients and project teams to update on project progress and address potential issues.

  • Steering Committee Leadership: Lead steering committee meetings with C-level client decision-makers and senior management facilitating strategic discussions and decision-making.

  • Commercial Management: Oversee project financials including revenue recognition forecasts and unbilled bookings ensuring budgets are adhered to and financial targets met.

  • Resource Allocation Oversight: Manage and report on resource allocation optimizing the utilization of resources for the assigned project portfolio.

  • Metrics Accountability: Take responsibility for tracking project metrics such as utilization go-live adherence and billing accuracy ensuring project health is continuously monitored.

  • Client Relationship Management: Serve as a trusted client relationship manager providing timely and accurate responses to inquiries and fostering strong client partnerships.

  • Transition Facilitation: Ensure a smooth transition to the steady-state servicing team after project implementation enabling ongoing client support.

  • Multi-Project Management: Demonstrate the ability to oversee multiple simultaneous implementations with minimal supervision delivering results efficiently.

Required Skills:

  • 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.

Education and Experience:

  • 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.).

  • Prior consulting experience is advantageous.

  • Understanding of securities or financial markets is preferred.

Salary Range 

$60000 - $75000 

This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law compensation will be determined based on relevant experience other job-related qualifications/skills and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role benefits include: health/vision/dental insurance 401(k) PTO parental leave and medical leave STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. 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 

Top Skills

Clarizen
Excel
JIRA
MS Office
Salesforce

What the Team is Saying

Dan
Andrew
Cynthia
Liz
Alok
Dori
Ahmad
Am I A Good Fit?
beta
Expert contributor network
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Boise ID
1100 Employees
Year Founded: 2004

What We Do

CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights. The result? Investment management that works as seamlessly as your investment strategy. Since our founding in 2004 CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies asset managers and hedge funds to asset owners like corporations endowments and pension funds managing over $10 trillion in assets.

Why Work With Us

We continue to grow fueled by a strong foundation an ambitious vision and a commitment to delivering exceptional value to our clients partners and team members around the world. What started as a bold idea in Boise Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices

Gallery

Clearwater Analytics (CWAN) Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
HQBoise ID
Bengaluru Karnataka
Chicago IL
Dublin IE
Hong Kong 23/F Man Yee Building
London GB
Mumbai Maharashtra
New York NY
Singapore
Sydney
Learn more

Similar Jobs

Hybrid
Chicago IL USA
1100 Employees
85K-120K Annually
Hybrid
Chicago IL USA
1100 Employees
100K-140K Annually
Hybrid
2 Locations
1100 Employees

Clearwater Analytics (CWAN)

Lead Client Servicing Associate-2

Fintech • Software • Financial Services
Hybrid
Chicago IL USA
1100 Employees
62K-85K Annually
Apply Now

Date Posted

04/14/2026

Views

0

Back to Job Listings Add To Job List Company Profile View Company Reviews
Neutral
Subjectivity Score: 0
142,000+ Jobs Tracked
12,400+ Companies
1,930 Categories