About the role
London,
England
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 .
Job Description
We are looking for a
Solutions
Consultant to join our
growing
EMEA Asset
Owner
team in
London
-
corporate pension schemes, local government pension funds (LGPS), sovereign wealth funds, and insurers, front to back office
.
In this client-facing, pre-sales role you will be central to how
Clearwater
- wins and onboards complex asset management mandates — owning the technical and written deliverables that move opportunities through the sales cycle.
- You will partner with prospective clients to uncover the pain points in their current operating model and
- demonstrate , clearly and credibly, how the
Clearwater
- solution solves those problems and adds measurable value. Alongside this you will build and refine the sales resources,
- documentation
- and standards the wider EMEA team relies on, continually looking for ways to strengthen our proposition.
The ideal candidate is a creative, self-starting problem-solver who earns the trust of internal and external stakeholders alike, combining strong technical fluency with the commercial instinct to turn complex requirements into compelling solutions
.
Responsibilities
- Work with prospective clients to understand their current infrastructure, business
- requirements
- and operational challenges, and articulate how
Clearwater's
solution enhances their operating model.
Lead the pre-sales workstream on complex software sales, from discovery through to solution design and handover.
Develop deep, demonstrable
- expertise
- across C learwater 's
- products and the value they deliver.
Communicate
Clearwater'
- s core value proposition persuasively, through written documentation,
- demonstrations
- and live presentations.
- Own the completion,
- organisation
- and coordination of prospect RFPs and DDQs, ensuring high-quality,
- accurate
- and
- timely
- responses.
- Conduct the research and preparation that underpins high-impact sales meetings and demos.
Coordinate resources across
Clearwater
to support sales efforts and a smooth transition of new clients to our Global Delivery team.
Solve complex, abstract
- problems
- and develop creative solutions to non-standard client
- requirements.
Required Skills
Proven record of exceeding goals/quotas.
Relevant experience i
- n
- Asset Management, Asset Owner,
- Insurance, Investment Management, FinTech, Investment Accounting, or Investment Operations.
- Commitment to agility, continuous learning, improvement, and operational excellence.
- Strong data analysis skills.
Strong computer skills, including
- proficiency
- in Microsoft Office.
- Excellent attention to detail and strong documentation skills.
- Outstanding verbal and written communication skills.
- Strong organizational and interpersonal skills.
- Exceptional problem-solving abilities.
Requirements
- Relevant experience in investment operations, investment management,
- insurance
- or investment accounting.
- A clear understanding of the challenges facing the industry, particularly around reporting, data
- management
- and accounting.
- Familiarity with the needs of the different personas within an asset
- owner , from front office to operations, finance and technology
- and a proficient
- understanding
- of the Asset Owner market in
UK and Europe
- .
- Good knowledge of financial services and fixed income securities; a professional qualification such as the CFA is preferable.
- Excellent written and verbal communication skills, with the ability to present and articulate complex propositions clearly.
- Strong organisational,
- interpersonal
- and problem-solving skills.
- Strong technical skills, including Excel and the ability to quickly become proficient in in-house software solutions.
- A commitment to agility, continuous learning and operational excellence, combined with competitiveness, curiosity,
- creativity
- and drive.
Fluent in
- business
- English,
- additional
- languages preferable