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 many 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

  • 2+ years of Clearwater experience 
  • 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
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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

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