DESCRIPTION

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 and beautiful surroundings.

  • Work closely with a cross-functional team of analysts, engineers, implementation specialists, and program managers to increase efficiency and automation between data feeds and internal systems
  • Reconcile investment transactions using a state-of-the-art web-based system
  • Verify data with custodial banks, data providers, and internal teams to ensure accuracy and consistency
  •  Identify patterns & trends and research & resolve problems and inconsistencies
  • Deliver timely and accurate information regarding Financial Statements & Analytics Reporting
  • Work closely with Program Managers to build and manage relationships with strategic clients
    Managed assigned projects and coordinate necessary resources

REQUIREMENTS

  • Bachelor's degree or equivalent experience in a relevant area of study
  • Strong problem solving skills; able to approach problems creatively
  • Ability to concisely convey information through verbal and written communication
  • Strong organizational and interpersonal skills
  • Excellent verbal and written communication skills
  • Good computer skills including standard Excel formulas
  • Intense desire to learn and improve at a rapid pace every day

Desired Experience and Skills:

  • SQL querying skills
  • Advanced Excel proficiency, such as VLOOKUP, SUMIF, Pivot Tables, and Ribbon utilization
  • Finance and/or accounting experience
  • Securities and/or financial markets experience
  • Experience with project-based work and/or implementations a plus

 

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

 

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 $4 trillion in assets across thousands of accounts daily for Fortune 500 clients. 

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