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

  • Scope requirements and configure solutions using proprietary software tools to meet the accounting, compliance monitoring, performance measurement, and risk analysis needs of Clearwater's largest clients during the on boarding phase
  • Validate large investment data sets to identify, root cause, and resolve errors and inconsistencies
  • Handle complex, time-sensitive requests from accounting, treasury, and IT departments with a significant degree of autonomy (contacts may include senior executives and other decision-makers at world-renowned companies)
  • Strategize with development teams to improve our client on boarding experience, shorten delivery time frames, and develop repeatable, scalable processes
  • Work on a dynamic and fast paced team, applying your analytical and problem-solving skills for maximum impact across the organization and industry
  • Effectively communicate and collaborate with a global team
  • Manage assigned projects and coordinate necessary resources

 Requirements

  • Bachelor's degree in related field
  • 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

  • Knowledge of investment accounting policies and procedures
  • Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income
  • Experience with relational database principles and SQL querying
  • Project management skills

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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