DESCRIPTION

Clearwater is looking for talented individuals who thrive on solving problems and developing new skills. Clearwater offers a competitive compensation package, exposure to cutting-edge Financial Market issues & information, business casual workplace, beautiful surroundings and a great work-life balance.

○ Work closely with a cross-functional team of analysts, engineers, implementation specialists, and program managers to increase efficiency and automation between data feeds and internal systems

○ Reconcile investment transactions using a state-of-the-art web-based system
○ Verify data with custodial banks, data providers, and internal teams to ensure accuracy and consistency
○ Identify patterns & trends and research & resolve problems and inconsistencies
○ Deliver timely and accurate information regarding Financial Statements & Analytics Reporting
○ Work closely with Program Managers to build and manage relationships with strategic clients
○ Managed assigned projects and coordinate necessary resources

REQUIREMENTS

○ Bachelor's degree or equivalent experience in a relevant area of study

○ Strong problem solving skills; able to approach problems creatively
○ Ability to concisely convey information through verbal and written communication
○ Strong organizational and interpersonal skills
○ Excellent verbal and written communication skills
○ Good computer skills including standard Excel formulae
○ Intense desire to learn and improve at a rapid pace every day

Desired Experience and Skills:

○ SQL querying skills
○ Advanced Excel proficiency, such as VLOOKUP, SUMIF, Pivot Tables, and Ribbon utilization
○ Finance and/or accounting experience
○ Securities and/or financial markets experience

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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