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 $3.5 trillion in assets across thousands of accounts daily for our Fortune 500 clients.
Maintain and grow existing partnerships while establishing new relationships with external data providers
Track and communicate statuses and roadblocks to internal and external stakeholders in order to meet critical implementation deadlines
Troubleshoot issues and investigate discrepancies by querying SQL databases, Jira tickets, and contact repository.
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.
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
Right to work in the U.S. without employment-based sponsorship now or in the future
Currently resides in Boise or is willing to relocate
Desired Experience and Skills
Experience with relational database principles and SQL querying
Knowledge of investments, finance, and/or accounting
Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income
Project management skills
What We Offer
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