Full-Time

Insights Manager

Confirmed live in the last 24 hours

Clearwater Analytics

Clearwater Analytics

1,001-5,000 employees

Cloud-based investment management platform

Enterprise Software
Fintech
Financial Services

Compensation Overview

$179.4k - $243.1kAnnually

Expert

San Jose, CA, USA + 1 more

More locations: New York, NY, USA

Category
Business Development
Business & Strategy
Required Skills
Agile
Python
Public Speaking
SQL
Data Analysis
Requirements
  • Bachelor’s or Master’s degree in Finance, Business, Data Science, or a related field.
  • Minimum 9 years of relevant prior experience.
  • Proven experience in data analysis, data strategy, and working with large datasets, with a strong focus on business outcomes.
  • Proficiency in SQL and Python, with the ability to independently extract and analyze data without needing support from a data analyst.
  • Deep understanding of financial markets and instruments, with the ability to apply this knowledge to data-driven product development.
  • Excellent communication and presentation skills, with the ability to translate complex data insights into clear business strategies.
  • Experience working in agile environments and collaborating with cross-functional teams.
  • Ability to independently manage multiple projects, ensuring high-quality deliverables that meet business objectives.
Responsibilities
  • Collaborate closely with sales teams, product managers, and other business stakeholders to deeply understand client pain points and market opportunities.
  • Develop and refine data-driven strategies that align with client needs, focusing on delivering actionable insights that drive business value.
  • Act as a key contributor in defining the product vision, leveraging data insights to identify new product features and market opportunities.
  • Independently extract and analyze large datasets using SQL and Python.
  • Apply your expertise in data analysis and modeling to generate insights that resonate with our clients’ business goals.
  • Ensure that insights generated from data analysis are relevant, actionable, and aligned with the strategic needs of our clients, particularly in the insurance and corporate sectors.
  • Craft and Visualize Compelling Narratives: Transform complex data insights into visually engaging stories that resonate with stakeholders and clients. Use data visualization to bring clarity and impact, ensuring insights are not just seen but truly understood.
  • Champion Data Across Channels: Act as an advocate for data-driven insights, promoting them through marketing channels to drive awareness and interest. Inspire clients and colleagues alike by conveying the strategic importance of data in solving real business challenges.
  • Public Speaking and Thought Leadership: Take the stage in public speaking opportunities, confidently discussing insights and trends in financial data that elevate Clearwater’s brand. By sharing expertise at industry events, position Clearwater as a leader in actionable, insight-driven solutions.
  • Engage with cross-functional teams to ensure that data insights are seamlessly integrated into product features and client offerings.
  • Present complex data findings to both technical and non-technical stakeholders, ensuring clarity and actionable recommendations.
  • Work closely with clients to gather feedback, iterate on data models, and continuously improve the relevance and impact of the insights provided.

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. Clearwater 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. The technology is well-regarded in the financial industry, known for its transparency and accuracy, and endorsed by major institutions like J.P. Morgan and Transamerica. Clearwater's goal is to simplify investment management, enabling clients to focus on achieving better investment outcomes through accurate, real-time data.

Company Stage

N/A

Total Funding

$705.5M

Headquarters

Boise, Idaho

Founded

2004

Simplify Jobs

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.

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