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.

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.

Responsibilities:

  • Reconcile investment transactions and accounting for portfolios using a state-of-the-art web-based system
  • Reach out to custodial banks, data providers, and account managers to ensure accuracy and consistency of financial records
  • Continuous learning and improvement in a constantly changing work environment
  • Manage client inquiries & requests (main contacts include Treasurers & upper-level Accounting Managers)
  • Deliver timely and accurate information regarding Financial Statements & Analytics Reporting
  • Work closely with Account Managers to build and manage valuable relationships with clients (institutional investors and investment managers)
Requirements
  • Bachelor’s degree in related area of study
  • Excellent verbal and written communication skills
  • Strong organizational and interpersonal skills
  • Strong problem solving and math skills
  • Strong computer skills, including Excel

Desired Experience and Skills:

  • Finance and/or accounting experience
  • Knowledge of GAAP and/or fixed income investments
  • Securities or financial markets experience
  • Advanced knowledge of Excel such as VLookUp, SUMIF, Pivot Tables, and Ribbon Utilization
  • SQL query writing 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

 

 

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