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Financial Data Analyst
2 months ago
Clearwater Analytics is a leading provider of automated investment data aggregation, reconciliation, and reporting solutions. Our cloud-native software helps organizations make the most of their investment portfolio data, delivering timely and validated information to investment professionals worldwide.
Job SummaryWe are seeking a highly motivated and detail-oriented Graduate Operations Analyst to join our team. As a key member of our operations team, you will play a critical role in ensuring the smooth onboarding and implementation of our clients onto our platform.
Key Responsibilities- Collaborate with internal and external stakeholders to resolve client inquiries and requests
- Manage client onboarding and implementation projects, ensuring timely and accurate delivery of financial statements and analytics reporting
- Reconcile investment transactions and accounting information aggregated on our clients' investment portfolios
- Bachelor's degree in a finance-related or analytical field
- Excellent problem-solving, organizational, and interpersonal skills
- Natural curiosity and desire to learn and improve daily
- Strong computer skills, including Microsoft Office
- Business casual atmosphere and team-focused culture
- Access to cutting-edge investment reporting technology and expertise
- Continual learning, professional development, and career progression opportunities
- Competitive salary and benefits package, including stock options, health insurance, and employee discount platform
