Client Service Delivery Manager (Investment Accounting & Reporting)

Clearwater is experiencing exceptional growth across the DACH region, with a rapidly expanding client base. As we deepen our footprint in one of Europe’s most sophisticated investment markets, we continue to build out a dedicated local team – and this role sits right at the heart of that expansion. This is a rare opportunity to join Clearwater at an inflection point: you will help shape how we serve DACH clients and establish yourself as a primary client relationship owner with some of the industry’s largest and most sophisticated insurers and asset managers.

Service Delivery Managers are responsible for establishing, maintaining, and managing strong relationships with Clearwater’s clients, serving as the main point of contact and ensuring ongoing client engagement from the daily user to the decision maker level. You are viewed by our clients as a trusted advisor, solving complex front‑to‑back investment management and asset‑owner software solutions. This includes supporting investment reporting, regulatory, and portfolio accounting challenges, acting as a strong internal advocate on their behalf. By maintaining knowledge of product enhancements and the changing investment accounting industry, you play a crucial role providing valuable insights to empower our clients to optimise their investment operations, ensuring client satisfaction and driving business growth.

Responsibilities

• Own the end‑to‑end client relationship, serving as the primary point of contact for various client stakeholders
• Collaborate directly with clients to build and own valuable relationships and ensure their success
• Act as a subject‑matter expert on local regulatory and accounting topics – including HGB‑compliant accounting and SolvencyII reporting – advising clients on how Clearwater’s platform supports their specific regulatory requirements
• Manage client inquiries and deliver accurate, daily trading balances, risk metrics, compliance reporting, and performance values
• Find opportunities to establish extra value to clients outside of day‑to‑day servicing
• Prioritise and coordinate projects across large and strategic clients
• Handle complex investment accounting, performance, risk, and compliance requests
• Provide client training on best practices around daily operational & trading support using Clearwater
• Advise on how to leverage Clearwater’s flexible reporting in monthly/quarterly client statements
• Proactively seek ways to add value to your team and to Clearwater
• Provide guidance and mentorship to analysts in the team

Required Skills

• Working knowledge of financial services and investment accounting, preferably experience in HGB and German regulatory reporting requirements
• Working knowledge of structured products, derivatives, fixed‑income securities, and multi‑asset portfolio accounting
• Proven experience working with external clients
• Self‑starter who proactively seeks out solutions and expertise
• Ability to execute with precision in a fast‑paced, dynamic environment while managing competing priorities across multiple client engagements
• Strong computer skills, including proficiency in Microsoft Office
• Excellent attention to detail and strong documentation skills
• Outstanding verbal and written communication skills
• Strong organisational and interpersonal skills
• Exceptional problem‑solving abilities
• Fluency in German and English

Education and Experience

• Bachelor’s degree in accounting, finance or a similar field, or relevant experience in Investment Management, Insurance, FinTech, Investment Accounting, Financial Services, or Investment Operations
• 7+ years of relevant experience

We are dedicated to building a diverse, inclusive, and authentic workplace. If you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply!