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 $4 trillion in assets across thousands of accounts daily for our 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 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

Apply for this Job

* Required

First Name

Last Name

Phone

Location (City)

Resume/CV

Attach Dropbox Google Drive Paste

Cover Letter

Attach Dropbox Google Drive Paste

LinkedIn Profile

Website

If you selected Employee Referral, please indicate the name of the employee who referred you:

Please list any additional countries you are authorized to work in:

Desired Salary

GPA

Professional Certifications

General Data Protection Regulation (GDPR) Notice and Consent.

When you apply / are added to a job, the personal data contained in your application will be collected by Clearwater Analytics (“Controller”), which is located at 777 W Main St Ste 900, Boise, ID 83702 and can be contacted by emailing compliance@clearwateranalytics.com. Your personal data will be processed for the purposes of managing Controller’s recruitment related activities, which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results thereto, and as is otherwise needed in the recruitment and hiring processes. Such processing is legally permissible under Art. 6(1)(f) of Regulation (EU) 2016/679 (General Data Protection Regulation) as necessary for the purposes of the legitimate interests pursued by the Controller, which are the solicitation, evaluation, and selection of applicants for employment.

Your personal data will be shared with Greenhouse Software, Inc., a cloud services provider located in the United States of America and engaged by Controller to help manage its recruitment and hiring process on Controller’s behalf. Accordingly, if you are located outside of the United States, your personal data will be transferred to the United States once you submit it through this site. Because the European Union Commission has determined that United States data privacy laws do not ensure an adequate level of protection for personal data collected from EU data subjects, the transfer will be subject to appropriate additional safeguards under [either the standard contractual clauses or the Privacy Shield]. You can obtain a copy of the standard contractual clauses by contacting us at compliance@clearwateranalytics.com.

Your personal data will be retained by Controller as long as Controller determines it is necessary to evaluate your application for employment. Under the GDPR, you have the right to request access to your personal data, to request that your personal data be rectified or erased, and to request that processing of your personal data be restricted. You also have to right to data portability. In addition, you may lodge a complaint with an EU supervisory authority.

I have read and consent to the terms of the GDPR Notice.

Are you legally authorized to work in the United States?

Will you now or in the future require sponsorship for an employment visa?

How did you hear about Clearwater?

U.S. Equal Opportunity Employment Information (Completion is voluntary)

Individuals seeking employment at Clearwater Analytics are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation. You are being given the opportunity to provide the following information in order to help us comply with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements.

Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

Gender

Are you Hispanic/Latino?

Please identify your race

Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Veteran Status

Form CC-305

OMB Control Number 1250-0005

Expires 05/31/2023

Voluntary Self-Identification of Disability

Why are you being asked to complete this form?

We are a federal contractor or subcontractor required by law to provide equal employment opportunity to qualified people with disabilities. We are also required to measure our progress toward having at least 7% of our workforce be individuals with disabilities. To do this, we must ask applicants and employees if they have a disability or have ever had a disability. Because a person may become disabled at any time, we ask all of our employees to update their information at least every five years.

Identifying yourself as an individual with a disability is voluntary, and we hope that you will choose to do so. Your answer will be maintained confidentially and not be seen by selecting officials or anyone else involved in making personnel decisions. Completing the form will not negatively impact you in any way, regardless of whether you have self-identified in the past. For more information about this form or the equal employment obligations of federal contractors under Section 503 of the Rehabilitation Act, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

You are considered to have a disability if you have a physical or mental impairment or medical condition that substantially limits a major life activity, or if you have a history or record of such an impairment or medical condition.

Disabilities include, but are not limited to:

Autism
Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, or HIV/AIDS
Blind or low vision
Cancer
Cardiovascular or heart disease
Celiac disease
Cerebral palsy
Deaf or hard of hearing
Depression or anxiety
Diabetes
Epilepsy
Gastrointestinal disorders, for example, Crohn's Disease, or irritable bowel syndrome
Intellectual disability
Missing limbs or partially missing limbs
Nervous system condition for example, migraine headaches, Parkinson’s disease, or Multiple sclerosis (MS)
Psychiatric condition, for example, bipolar disorder, schizophrenia, PTSD, or major depression

Disability Status

¹Section 503 of the Rehabilitation Act of 1973, as amended. For more information about this form or the equal employment obligations of Federal contractors, visit the U.S. Department of Labor's Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

Implementation Analyst

Apply for this Job

U.S. Equal Opportunity Employment Information (Completion is voluntary)

Voluntary Self-Identification of Disability