About Clearwater Analytics®

 Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations 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.

 Clearwater aggregates, reconciles, and reports on more than $3 trillion in assets across thousands of accounts daily for clients like AIG, Arch Capital Group, Cisco, Facebook, J.P. Morgan, Knights of Columbus Insurance, Mutual of Omaha, Oracle, Selective Insurance Group, Spotify, Starbucks, Unum Group, WellCare Health Plans, Wilton Re., and many others.

Responsibilities

  • Develop and apply deep domain expertise to evaluate requirements and configure solutions to meet a wide range of investment accounting and reporting needs for Clearwater's largest clients
  • Serve as a trusted advisor to internal and external stakeholders regarding derivative modeling and financial reporting
  • Strategize with development teams to enhance our product offering, improve our client on-boarding experience, shorten delivery time frames, and develop repeatable, scalable processes
  • Effectively communicate and collaborate with a global team to accurately and efficiently resolve problems and client inquiries
  • Spread your knowledge by designing and implementing training materials and SOPs
  • Managed assigned projects and coordinate necessary resources

 Requirements 

  • Bachelor's degree in Accounting, Finance, or related discipline
  • 3+ years work experience in investment accounting and reporting or securities and financial markets
  • Specific practical experience with derivatives including but not limited to options, swaps, futures, forwards, replication/synthetic and/or hedging strategies
  • Proven history of proficient Excel use
  • Ability to concisely convey information through verbal and written communication
  • Dynamic problem solving skills, and an innate sense of curiosity
  • Excellent organizational and interpersonal skills
  • Intense desire to learn and improve at a rapid pace every day
  • Currently resides in Boise or is willing to relocate
  • Right to work in the U.S. without employment-based sponsorship now or in the future

Desired Experience and Skills

  • Knowledge of investment accounting policies and procedures, especially those pertaining to insurance companies
  • Project management skills
  • CPA or CFA license a plus

What we offer:

  • Headquarters in the heart of downtown Boise
  • Business casual atmosphere in a flexible working environment
  • Team focused culture that promotes innovation and ownership
  • Access to cutting edge investment reporting technology and expertise
  • Continual learning, professional development and growth opportunities
  • Competitive salary and benefits package; including health, vision and dental
  • Additional benefits including PTO, 401(k) with 4% employer match

 

About Clearwater Analytics® 

Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations 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.

Clearwater aggregates, reconciles, and reports on more than $3 trillion in assets across thousands of accounts daily for clients like AIG, Arch Capital Group, Cisco, Facebook, J.P. Morgan, Knights of Columbus Insurance, Mutual of Omaha, Oracle, Selective Insurance Group, Spotify, Starbucks, Unum Group, WellCare Health Plans, Wilton Re., and many others.

 

 

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