Investment Accountant Subject Matter Expert

Boise, Idaho, United States · Global Delivery expand job description ↓

Description


Clearwater Analytics® is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for corporate treasuries, insurance companies, investment managers, and other institutional investors. Clearwater aggregates, reconciles, and reports on more than $2.7 trillion in assets across thousands of accounts daily. For more than a decade, Clearwater has remained committed to helping investors rethink how they approach their investment accounting and reporting challenges.

  • Develop and apply deep domain expertise to evaluate requirements and configure solutions to meet a wide range of investment accounting and reporting needs for Clearwater's largest clients
  • Strategize with development teams to enhance our product offering, improve our client onboarding experience, shorten delivery timeframes, and develop repeatable, scalable processes
  • Effectively communicate and collaborate with a global team to accurately and efficiently resolve problems and client inquiries
  • Spread your knowledge by designing and implementing training materials and SOPs
  • Managed assigned projects and coordinate necessary resources

Requirements

  • Bachelor's degree in Accounting, Finance, or related discipline
  • 2-5+ years experience with investment accounting and reporting for corporations, insurance companies, and/or investment managers
  • 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
  • Currently resides in Boise or is willing to relocate
  • Right to work in the U.S. without employment-based sponsorship now or in the future
  • CPA license highly preferred

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 General Ledger systems (e.g. Workday, Peoplesoft) and period-end close processes
  • Project management skills

Benefits

  • Access to cutting edge investment reporting technology and expertise
  • Continual learning and growth opportunities
  • Team-focused culture that promotes innovation and ownership
  • Competitive salary and benefits package
  • Business casual atmosphere
  • Brand new office in the heart of downtown Boise
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