Full-Time
Clearwater Analytics
1,001-5,000 employees
Cloud-based investment management platform
No salary listed
Expert
London, UK
- Bachelor's degree in Accounting, Finance, or related discipline
- 10+ years’ experience with investment accounting and reporting for insurance and investment managers
- Proven experience in complex implementations involving multi-tier architecture
- Deep knowledge of investment management, trade operations, compliance, investment accounting, regulatory reporting, asset pricing and valuations, risk/performance and related areas.
- Deep familiarity with modern data, analytics, and trading technologies from data integration and investment systems landscape to front end reporting
- Knowlegde of Private Assets is a plus.
- Deep knowledge on Regulatory Reporting: Solvency II, Local regulatory reporting, IFRS/GAAP reporting
- Securities or financial markets, derivatives, alternatives, structured products, and/or fixed income
- Dynamic problem-solving skills, and an innate sense of curiosity
- Awareness of SaaS and cloud architecture
- Knowledge of investment accounting policies and procedures
- Excellent organizational & interpersonal skills
- Excellent verbal and written communication skills
- Define and execute Requirements Analysis and Solution Design phase for strategic programmes
- Collaborate with Sales for early scope discovery and SOW creation.
- Own and create operational model and transition strategy from implementation to steady state
- Develop and apply deep domain expertise to evaluate requirements and configure solutions to meet a wide range of investment accounting and reporting needs for Clearwater's largest clients
- Collaborate with Clearwater Product and Development teams to bring in customer know-how, enhance our product roadmap, improve our client on-boarding experience, shorten delivery time frames, and develop repeatable, scalable processes.
- Effectively communicate and collaborate with senior stakeholder groups within and outside Clearwater to steer decisions on scope.
- Be an evangelist for Clearwater products and solutions within internal and external teams.
- Partner with Programme Managers on executing change management during implementations
- Have clear alignment to Clearwater vision and strategy.
- Project management skills
- CA or CFA
- TOGAF Certification
Clearwater Analytics provides a cloud-based platform that helps organizations manage their investment portfolios. It serves various clients, including asset managers, corporations, insurers, and public sector entities, focusing on investment management and portfolio analytics. The platform consolidates investment data into a single view, allowing clients to make informed decisions while automating manual processes like data reconciliation and reporting. This reduces workload and enables clients to concentrate on strategic activities. Clearwater operates on a Software-as-a-Service (SaaS) model, charging subscription fees based on the assets under management. The platform is recognized for its transparency, accuracy, and ability to deliver daily, audit-quality data, which enhances clients' investment management and decision-making. Clearwater's goal is to simplify investment management and improve investment outcomes for its clients.
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
Boise, Idaho
Founded
2004
Simplify's Take
What believers are saying
- Clearwater's acquisition of Enfusion enhances its front-to-back investment management capabilities.
- Growing demand for cloud-based solutions boosts Clearwater's market potential.
- Expansion in Asia-Pacific offers new growth opportunities for Clearwater.
What critics are saying
- Enfusion acquisition may strain Clearwater's financial resources and increase debt levels.
- Integration of Beacon and Blackstone’s Bistro could distract from core operations.
- Secondary offering of 25 million shares may affect stock prices and investor sentiment.
What makes Clearwater Analytics unique
- Clearwater offers a cloud-based platform for comprehensive investment management solutions.
- The platform automates data reconciliation and reporting, reducing manual workload for clients.
- Clearwater's SaaS model ensures steady recurring revenue through subscription fees.
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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
Clearwater Analytics (NYSE: CWAN) (“Clearwater”) today announced two strategic acquisitions, marking a major step toward transforming investment manag
Clearwater will acquire Beacon for an aggregate purchase price of approximately $560m (£433m), 60 per cent of which will be paid in cash.
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.
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.
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.