Clearwater Analytics® is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for corporate treasuries, insurance companies, investment managers, and other institutional investors. Clearwater aggregates, reconciles, and reports on more than $3 trillion in assets across thousands of accounts daily. For more than a decade, Clearwater has remained committed to helping investors rethink how they approach their investment accounting and reporting challenges.

Description

Global Delivery is a specialized department with a singular focus: implementing Clearwater’s integrated SaaS solution for our clients. Leveraging the latest technologies and deep subject matter expertise, Global Delivery strives to shorten onboarding timeframes through standardization and innovation, maximizing long-term client success by maintaining a constant pulse on stakeholder needs. We are seeking curious, passionate, and talented individuals to join our top-performing team.

As an Implementation Analyst, you will work closely with clients and multiple Clearwater teams to migrate and validate security master, accounting, and related investment data. You will also develop an in-depth understanding understand of clients’ needs and Clearwater’s capabilities in order to configure accurate, reliable reports. The ability to balance multiple projects at various stages with ad hoc inquiries and continuous improvement initiatives is essential to success. If you love solving problems, are skilled at improving inefficient processes, and have strong interest in investments and FinTech, we’d love to speak with you.

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
  • 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 Accounting, Finance, or 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
  • Superior organizational and interpersonal skills
  • Intense desire to learn and improve at a rapid pace every day

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

 Benefits

  • Access to cutting edge investment reporting technology and expertise
  • Continual learning and growth opportunities
  • Team-focused culture that promotes innovation and ownership
  • Competitive salary and benefits package
  • Business casual atmosphere 

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