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 our Fortune 500 clients.

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
  • 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

 Requirement 

  • Bachelor's degree in Accounting, Finance, or related discipline
  • 7+ years experience with investment accounting and reporting for corporations, insurance companies, and/or investment managers
  • Knowledge of investment accounting policies and procedures
  • Statutory/ NAIC Investment Accounting knowledge
  • Equities, Fixed Income and structured products knowledge         
  • 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

Desired Experience and Skills

  • Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income
  • Experience with General Ledger systems (e.g. Workday, Peoplesoft) and period-end close processes
  • Project management skills

What we offer:

  • Headquarters in the heart of downtown Boise, or can work from the NY office with travel to the Boise headquarters 
  • 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

 

Apply for this Job

* Required
  
  
When autocomplete results are available use up and down arrows to review
+ Add Another Education