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Client Services Analyst

Company: Clearwater Analytics
Location: Boise
Posted on: May 18, 2019

Job Description:

SunIRef:it Client Services Analyst Clearwater Analytics 21 reviews Boise, ID 83702 Job Insights 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 ExcelDesired 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 skillsWhat 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 $3 trillion in assets across thousands of accounts daily for clients like AIG, Arch Capital Group, Cisco, , J.P. Morgan, Knights of Columbus Insurance, Mutual of Omaha, Oracle, Selective Insurance Group, Spotify, Starbucks, Unum Group, WellCare Health Plans, Wilton Re., and many others. Clearwater Analytics - 2 hours ago - report job - original job On Company Site

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

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