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.
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 client’s accounting, portfolio management, trading operations, 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
Bachelor's degree in related field
3+ years work experience in public accounting, finance, investment management or related disciplines
Knowledge of investment accounting policies and procedure