Client Services Analyst

Boise, Idaho, United States · Client Services expand job description ↓

Description

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

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.

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