Full-Time

Client Servicing Analyst

Confirmed live in the last 24 hours

Clearwater Analytics

Clearwater Analytics

1,001-5,000 employees

Cloud-based investment management platform

No salary listed

Entry, Junior

Boise, ID, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Requirements
  • Basic understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
  • Strong computer skills, including proficiency in Microsoft Office.
  • Excellent attention to detail and strong documentation skills.
  • Outstanding verbal and written communication skills.
  • Strong organizational and interpersonal skills.
  • Exceptional problem-solving abilities.
Responsibilities
  • Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets.
  • Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
  • Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation.
  • Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user.
  • Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.
  • Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.
  • Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work.
  • Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams.
Desired Qualifications
  • Finance and/or accounting experience preferred.

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 platform is recognized for its transparency and accuracy, delivering daily, audit-quality data that enhances investment management. Clearwater's goal is to simplify investment management and enable clients to achieve better investment outcomes.

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Boise, Idaho

Founded

2004

Simplify Jobs

Simplify's Take

What believers are saying

  • Clearwater's acquisition of Enfusion expands its investment management platform capabilities.
  • Integration with Snowflake enhances data collaboration and AI capabilities for asset managers.
  • Growing demand for ESG solutions presents opportunities for Clearwater's platform expansion.

What critics are saying

  • The Enfusion acquisition could strain Clearwater's financial resources and operational efficiency.
  • Increased debt from the $800M loan may affect Clearwater's financial stability.
  • Expansion in Asia-Pacific and EMEA requires substantial investment, potentially straining resources.

What makes Clearwater Analytics unique

  • Clearwater Analytics offers a comprehensive SaaS platform for investment management solutions.
  • The platform automates data reconciliation and reporting, reducing clients' manual workload.
  • Clearwater's technology is endorsed by major financial institutions for its accuracy and transparency.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Parental Leave

Paid Vacation

Paid Sick Leave

401(k) Company Match

Company Equity

Remote Work Options

Flexible Work Hours

Company News

Hedge Fund Alpha
Feb 24th, 2025
Clearwater Analytics Addresses The Rise Of Alternative Assets With Key Leadership Appointment

Boise, ID - February 24, 2025 - Clearwater Analytics (NYSE:CWAN), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, has added Yuriy Shterk as Global Head of Alternatives.

Stock Titan
Feb 3rd, 2025
Clearwater Analytics Secures $800M Loan for Acquisition

Clearwater Analytics (NYSE: CWAN) has announced the launch of an $800 million Term Loan B Facility, maturing in 2033, to partially fund its acquisition of Enfusion, Inc. (NYSE: ENFN) for a total transaction value of approximately $1.5 billion. The financing strategy includes both debt and equity issuance, aiming to balance capital allocation while maintaining operational flexibility. The acquisition is expected to enhance Clearwater's market presence in investment management solutions.

ConnectWeb
Jan 28th, 2025
Clearwater Analytics Accelerates Growth in Asia-Pacific with Leadership Appointments and Award Recognition

Clearwater Analytics (NYSE: CWAN), a leading worldwide provider of investment management, accounting, reporting, and analytics solutions, has appointed George Hindmarsh as Head of Sales and Business Development for Asia-Pacific.

Business Wire
Jan 16th, 2025
Clearwater Analytics to Acquire Enfusion for $1.5 Billion Expanding its Investment Management Platform with Front-to-Back Capabilities

Clearwater Analytics (NYSE: CWAN) (“Clearwater”) and Enfusion, Inc. (NYSE: ENFN) (“Enfusion”) today announced their entry into a definitive merger agr

Webrazzi
Jan 14th, 2025
Clearwater, Enfusion’U 1,5 Milyar Dolara Satın Alıyor

Clearwater Analytics, finansal teknoloji sektöründeki etkisini genişletmek amacıyla ABD merkezli yazılım şirketi Enfusion’u 1,5 milyar dolarlık bir anlaşmayla satın alacağını duyurdu.Edwin van Os tarafından kurulan Enfusion'un hissedarlarının her hisse için 5,85 dolar nakit ve Clearwater hissesi alacağını belirtelim. Enfusion'un hisse başına değerini 11,25 dolar olarak belirlendi. Satın alma haberinin ardından şirketin hisseleri yüzde 9 yükseldi.Yatırım portföyleri için finansal raporlama, muhasebe ve analiz hizmetleri sunan bir yazılım şirketi Clearwater CEO'su Sandeep Sahai, satın almanın iki şirketin birbirini tamamlayan hizmetleri sayesinde müşterilere daha kapsamlı bir çözüm sunacağını belirtti. “Clearwater işlem sonrası hizmetlere odaklanırken, Enfusion’un uzmanlık alanı işlem öncesi sistemler. Bu birleşme, müşterilerimiz için büyük bir fırsat yaratacak” diyerek satın alma anlaşmasının öneminin altını çizdi.Hedge fonlar ve yatırım fonlarına portföy yönetim ve risk sistemleri sağlayan Enfusion, 2024 yılı için 201-202 milyon dolar gelir hedefliyor.J.P. Morgan ve Goldman Sachs gibi finans sektörünün bilinen şirketlerinin danışmanlık yaptığı satın almanın, 2025 yılının ikinci çeyreğinde tamamlanması bekleniyor.Bu satın almanın Clearwater’ın uluslararası büyüme stratejisini desteklerken hedge fon sektörüne girmesini sağlıyor diyebiliriz