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 $3.5 trillion in assets across thousands of accounts daily for Fortune 500 clients. 

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 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

 Requirements

  • Bachelor's degree in related field
  • 2+ years’ work experience in public accounting, finance, investment management or related disciplines
  • Knowledge of investment accounting policies and procedure
  • Familiarity with institutional investment products, particularly fixed income, structured securities, derivatives, and/or alternatives
  • Proven history of proficient Excel use
  • Ability to concisely convey information through verbal and written communication internally and externally
  • 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

 

 

Apply for this Job

* Required
  
  
When autocomplete results are available use up and down arrows to review
+ Add Another Education