Client Servicing Analyst

7 days ago


Edinburgh Scotland, Scotland, United Kingdom Clearwater Analytics Full time

Clearwater Analytics (NYSE: CWAN), a global, industry-leading SaaS solution, automates the entire investment lifecycle. With a single instance, multi-tenant architecture, Clearwater offers award-winning investment portfolio planning, performance reporting, data aggregation, reconciliation, accounting, compliance, risk, and order management. Each day, leading insurers, asset managers, corporations, and governments use Clearwater’s trusted data to drive efficient, scalable investing on more than $6.4 trillion in assets spanning traditional and alternative asset types.


Our mission: To be the world’s most trusted and comprehensive technology platform that simplifies the entire investment lifecycle and eventually revolutionises the world of investing.


Position Details


The Consulting Operations division is responsible for all delivery and projects to clients using our front-back office asset management platform. From portfolio and order management to performance, risk, and accounting, our solution is a seamless, full investment lifecycle platform that simplifies our clients' processes.


As a Market Finance consultant, you will be required to work with both business experts (senior market finance consultants, managers, risk managers, etc.) and technical experts (R&D team, Delivery & DevOps team, etc.).


In the role, you will:


Work closely with the R&D team on the quality and functional evolution of the Software Package:

  • Writing functional specifications and participating in scoping phases
  • Organize and participate in test campaigns
  • Writing documentation for business users.


Meet the needs of our customers (Asset Management Companies, Family Offices, Private Banks and Insurers), through :

  • Consulting: assistance and training for business teams.
  • Parameterization and design: report automation, control parameterization, data transfer, business data control...


You will take part in both small engagements and projects lasting several months, in direct contact with our clients' business teams (middle office managers, RCCI, portfolio managers etc.).


The unrivalled functional coverage of our solution will enable you to work on a wide range of issues:

  • Front Office: order placement, decision support...
  • Middle Office: compliance, market risk monitoring, performance analysis, data management...
  • Back Office: investment accounting



Job Requirements:

  • Degree qualified in a discipline such as, or similar to; market finance, quantitative finance or information systems with finance
  • You are comfortable using Excel
  • You are rigorous, creative, proactive, autonomous, good at interpersonal relations and a team player.
  • Strong problem solving mindset
  • Excellent written and verbal communication



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