Investment Data Analyst
2 months ago
About Us
Clearwater Analytics is a leading provider of automated investment data aggregation, reconciliation, and reporting solutions for corporations, insurers, and investment managers worldwide.
Job Summary
We are seeking a highly motivated and detail-oriented Financial Operations Specialist to join our team. As a Financial Operations Specialist, you will be responsible for reconciling investment transactions and accounting information, managing client inquiries, and delivering timely and accurate financial statements and analytics reporting.
Key Responsibilities
- Reconcile investment transactions and accounting information aggregated on our clients' investment portfolios
- Manage client inquiries and requests
- Deliver timely and accurate financial statements and analytics reporting
- Collaborate with cross-functional teams to resolve issues and improve processes
Requirements
- Bachelor's degree in a finance-related field
- Dynamic problem-solving, organizational, and interpersonal skills
- Natural curiosity and desire to learn
- Excellent verbal and written communication skills
- Strong computer skills, including Microsoft Office
What We Offer
- Business casual atmosphere
- Team-focused culture that promotes innovation and ownership
- Access to cutting-edge investment reporting technology and expertise
- Continual learning, professional development, and career progression opportunities
- A competitive salary and benefits package, including health and dental insurance, gym discounts, and employee discount platform
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