Analyst

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:

• Availability to work 5am- 1pm, 6am-2pm, or 7am-3pm, for a minimum of 6 months
• Bachelor’s degree in related area of study
• Right to work in the U.S. without employment based sponsorship now or in the future
• 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
• Bilinguel

Benefits:

• Competitive Salary
• Access to health, vision and dental coverages
• PTO
• 401(k) with 4% employer match
• Flexible work environment
• Continuous learning and professional development

Clearwater Analytics is a well-respected Software-as-a-Service (SaaS) provider of investment portfolio reporting and analytics. The company currently reports on over $2 Trillion in assets for over 4,700 institutional investors, including many Fortune 500 companies. Clearwater has offices in Boise, Idaho; New York City, New York; and Edinburgh, Scotland. Clients include Cisco Systems, Intuit, Electronic Arts, NVIDIA, Oracle, Starbucks, Yahoo! and a number of major banks and investment managers.