Job Summary:
This role will be responsible for on-boarding some of our largest clients and most complex assets, including everything from determining how best to model certain securities, loading the assets onto our system, as well as establishing data feeds that allow for automated reconciliation and reporting. Our commitment lies in establishing processes that are not only replicable but also adaptable, enabling us to effortlessly accommodate our expanding client base.
Responsibilities:
-
Re-engineer inefficient processes with the goal of improving system automation, speed, accuracy, and operational workflow
-
Leverage SQL and VBA to gather and analyze data to resolve problems and inconsistencies
-
Work on a dynamic and fast paced team, applying your analytical and problem-solving skills for maximum impact across the organization and industry
-
Strategize with development teams to improve our client on-boarding experience, shorten delivery time frames, and develop repeatable, scalable processes
-
Effectively communicate and collaborate with a global team to resolve problems and client inquiries accurately and efficiently
-
Import, normalize, enrich, load, and validate investment holdings and transactions data using state-of-the-art software tools and systems
-
Collaborate with multiple teams and departments to ensure accuracy and consistency of financial records and data
-
Develop and apply domain knowledge regarding complex financial instruments and accounting principles
Required skills:
-
Advanced Excel proficiency.
-
Securities or financial markets knowledge, especially involving derivatives, alternatives, structured products, and/or fixed income.
-
Strong computer skills, including proficiency in Microsoft Office.
-
Excellent attention to detail and strong documentation skills.
-
Outstanding verbal and written communication skills.
-
Strong organizational and interpersonal skills.
-
Exceptional problem-solving abilities and math expertise.
Education and Experience:
-
Bachelor’s degree in a relevant field
-
2+ years of relevant experience.
Top Skills
What We Do
Clearwater Analytics is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations.
Clearwater aggregates, reconciles, and reports on more than $5.5 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide.
For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients.
With global headquarters in Boise, Idaho, and offices in Edinburgh, London, New Delhi, New York, and Singapore, Clearwater sets the new global standard for investment portfolio reporting.
