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Full-Time

Solutions Consultant-Alternatives/Private Mortgage Loans

Confirmed live in the last 24 hours

Clearwater Analytics

Clearwater Analytics

1,001-5,000 employees

Cloud-based investment management platform

Fintech
Enterprise Software

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
Required Skills
Sales
Communications
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. The platform automates manual processes like data reconciliation and reporting, which reduces workload and allows clients to focus on strategic activities. Clearwater operates on a Software-as-a-Service (SaaS) model, charging subscription fees based on the assets under management. The technology is well-regarded in the financial industry, known for its transparency and accuracy, providing clients with daily, audit-quality data. Clearwater's goal is to simplify investment management and help clients achieve better investment outcomes.

Company Stage

IPO

Total Funding

$705.5M

Headquarters

Boise, Idaho

Founded

2004

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Simplify's Take

What believers are saying

  • Clearwater's partnerships with high-profile clients like Franklin Templeton and Pool Re demonstrate its strong market presence and potential for growth.
  • Participation in major investor conferences and consistent financial performance indicate robust business health and promising future prospects.
  • The platform's automation of manual processes allows clients to focus on strategic activities, potentially leading to better investment outcomes and higher client satisfaction.

What critics are saying

  • The competitive landscape in financial technology is intense, requiring Clearwater to continuously innovate to maintain its edge.
  • Dependence on high-profile clients means that losing a major client could significantly impact revenue and market perception.

What makes Clearwater Analytics unique

  • Clearwater Analytics offers a single-instance, multi-tenant architecture that provides a consolidated view of investment data, setting it apart from competitors with fragmented systems.
  • The platform's ability to deliver daily, audit-quality data endorsed by major financial institutions like J.P. Morgan and Transamerica enhances its credibility and reliability.
  • Clearwater's SaaS model ensures a steady stream of recurring revenue, allowing for continuous platform improvements and superior customer support.