Full-Time

Implementation Analyst

Confirmed live in the last 24 hours

Clearwater Analytics

Clearwater Analytics

1,001-5,000 employees

Cloud-based investment management platform

Enterprise Software
Fintech

Junior, Mid

Boise, ID, USA

Hybrid role with work from home options for 3 weeks a year and Fridays.

Category
Financial Consulting
Consulting
Required Skills
SQL
Requirements
  • Understanding of TVOM, duration, yield, returns, and risk exposures.
  • Intermediate Technical Skills in Excel (basic formulas and formatting).
  • Knowledge of investment accounting policies and procedures preferred.
  • Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income preferred.
  • Project management skills preferred.
  • 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.
  • Bachelor's degree in related field.
  • 2+ years of relevant experience.
  • Experience with relational database principles and SQL querying.
Responsibilities
  • Demonstrates a deep understanding of Clearwater's core value proposition and effectively communicates its value to clients.
  • Takes charge of the onboarding process for clients onto Clearwater's platform.
  • Conducts comprehensive training sessions for Clearwater's clients, ensuring they become proficient in using the Clearwater platform.
  • Communicates project status, issues, and risks in an effective and transparent manner.
  • Skillfully troubleshoots and resolves customer issues that may arise during the implementation phase.
  • Manages client and internal stakeholder relationships adeptly throughout the entire implementation process.
  • Provides valuable consultancy services to clients, ensuring that their goals align with the established project plans and objectives.
  • Identifies and promptly escalates any identified risks and issues to the Project Manager for appropriate action.
  • Applies acquired skills, procedures, and best practices in decision-making to successfully complete various tasks.
  • Earns trust by consistently delivering accurate, timely, and comprehensive responses to routine inquiries, both in written and verbal contexts.

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

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
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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