Full-Time

Solutions Consultant-Alternatives/Private Mortgage Loans

Posted on 9/9/2024

Clearwater Analytics

Clearwater Analytics

1,001-5,000 employees

Cloud-based investment management platform

Data & Analytics
Enterprise Software
Financial Services

Compensation Overview

$130k - $190kAnnually

+ Bonus + RSUs

Junior, Mid

New York, NY, USA

Hybrid role with flexible working schedules; work from anywhere for 3 weeks out of the year.

Category
Real Estate
Real Estate Finance
Requirements
  • Relevant experience in Insurance, Investment Management, FinTech, Investment Accounting, or Investment Operations.
  • Experience with financial technology software supporting Residential or Commercial Mortgage Loans.
  • Understanding of challenges in the industry (reporting, accounting, data…).
  • Working knowledge of financial services, statutory accounting, commercial mortgage Loans, Private Credit, etc. CFA a plus!
  • Commitment to agility, continuous learning, improvement, and operational excellence.
  • Competitiveness, creativity, curiosity, passion, and drive.
  • Excellent verbal and written communication skills.
  • Strong organizational and interpersonal skills.
  • Strong problem-solving skills.
  • Strong technical skills, including Excel and ability to use in-house software solutions.
  • Capable of solving complex and abstract problems.
Responsibilities
  • Develop a deep understanding of Clearwater’s product
  • Work with current and prospective clients to understand their current mortgage loan infrastructure, business requirements, subsequent challenges and how their operations will be enhanced by utilizing the Clearwater solution
  • Influence the high-level road map of a new product line for our Mortgage Loan offering
  • Assist in the successful organization, delegation, and completion of prospect RFPs.
  • Effectively communicate Clearwater’s core value proposition through written and oral demonstration.
  • Assist with critical research and preparation for sales visits.
  • Provide relevant product and market feedback to Clearwater’s product management, development, global delivery, and client services teams.
  • Collaboratively organize resources across Clearwater to support sales efforts.
  • Work with Solutions/ Product teams to understand client current requirements, challenges and how their operations will be enhanced by utilizing the Clearwater solution.

Clearwater Analytics provides a cloud-based platform that helps organizations manage their investment portfolios. The platform serves various clients, including asset managers, corporations, insurers, and public sector entities, by offering tools for compliance, risk management, and performance analytics. It consolidates investment data into a single view, allowing clients to make informed decisions while automating manual processes like data reconciliation and reporting. This Software-as-a-Service (SaaS) model allows clients to subscribe to the platform, generating recurring revenue for Clearwater based on the assets under management. Clearwater is distinguished by its industry recognition and endorsements from major financial institutions, known for delivering accurate, daily audit-quality data. The company's goal is to simplify investment management, enabling clients to focus on achieving better investment outcomes.

Company Stage

IPO

Total Funding

$705.5M

Headquarters

Boise, Idaho

Founded

2004

Simplify Jobs

Simplify's Take

What believers are saying

  • Integration with Snowflake enhances data collaboration and AI capabilities for asset managers.
  • Expansion in EMEA with strategic hires strengthens Clearwater's global market presence.
  • Growing demand for cloud-native solutions aligns with Clearwater's SaaS model.

What critics are saying

  • Increased competition from fintech startups could erode Clearwater's market share.
  • Secondary offering of 25M shares may signal investor concerns about future growth.
  • EMEA expansion exposes Clearwater to geopolitical risks and economic instability.

What makes Clearwater Analytics unique

  • Clearwater offers a comprehensive SaaS platform for investment management and analytics.
  • The platform automates data reconciliation and reporting, reducing manual workload for clients.
  • Clearwater's technology is endorsed by major financial institutions like J.P. Morgan.

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