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Client Services Analyst

Company: Clearwater Analytics
Location: Boise
Posted on: October 18, 2020

Job Description:

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 our Fortune 500 clients.

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, beautiful surroundings and a great work-life balance.

Responsibilities:


  • Reconcile investment transactions and accounting for portfolios using a state-of-the-art web-based system
  • Reach out to custodial banks, data providers, and account managers to ensure accuracy and consistency of financial records
  • Continuous learning and improvement in a constantly changing work environment
  • Manage client inquiries & requests (main contacts include Treasurers & upper-level Accounting Managers)
  • Deliver timely and accurate information regarding Financial Statements & Analytics Reporting
  • Work closely with Account Managers to build and manage valuable relationships with clients (institutional investors and investment managers)


    Requirements



    • Bachelor's degree in related area of study
    • Excellent verbal and written communication skills
    • Strong organizational and interpersonal skills
    • Strong problem solving and math skills
    • Strong computer skills, including Excel

      Desired Experience and Skills:


      • Finance and/or accounting experience
      • Knowledge of GAAP and/or fixed income investments
      • Securities or financial markets experience
      • Advanced knowledge of Excel such as VLookUp, SUMIF, Pivot Tables, and Ribbon Utilization
      • SQL query writing 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

Keywords: Clearwater Analytics, Boise , Client Services Analyst, Professions , Boise, Idaho

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