Job Description
Reporting Operations
The Team:
The PMS Product Support Organization provides support assisting clients to utilize the Clearwater PMS module for their daily operations. The PMS Product Support Organization consists of three verticals – PMS Specialists teams (Valuations & Risk, Position and Trade Management, P&L and Accounting), Reporting Operations, and PMS Operations (Portfolio Operations, Static Data).
THE ROLE:
The Reporting Operations role is responsible for the creation and set up of new custom financial reporting for existing clients. They will also establish customized reports as per client specifications during the Client Onboarding stage.
WHAT YOU'LL DO:
The Team:
The PMS Product Support Organization provides support assisting clients to utilize the Clearwater PMS module for their daily operations. The PMS Product Support Organization consists of three verticals – PMS Specialists teams (Valuations & Risk, Position and Trade Management, P&L and Accounting), Reporting Operations, and PMS Operations (Portfolio Operations, Static Data).
THE ROLE:
The Reporting Operations role is responsible for the creation and set up of new custom financial reporting for existing clients. They will also establish customized reports as per client specifications during the Client Onboarding stage.
WHAT YOU'LL DO:
- Onboard new clients onto the ...
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