Lead Client Servicing Associate

Full time Information and Record Clerks

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<...