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Clearwater Analytics

Cloud-based investment accounting and analytics platform

Implementation Analyst

Implementation & Technical Account ManagementConfirmed live in the last 24 hours
Full-timeBoise, ID, USANo salary listedIn-person

About the Job

Requirements

  • Beginner technical skills in Excel, including basic formulas and formatting.
  • Beginner technical skills and understanding of SQL and relational database concepts, including math and logic.
  • Strong knowledge of accounting and ability to understand and apply basic accounting rules.
  • Knowledge of securities or financial markets, including derivatives, alternatives, structured products, and/or fixed income.
  • Strong computer skills, including proficiency in Microsoft Office Suite.
  • Excellent attention to detail and strong documentation skills.
  • Outstanding verbal and written communication skills.
  • Strong organizational and interpersonal skills.
  • Exceptional problem-solving abilities.
  • Strong analytical skills and ability to solve complex math problems.
  • Bachelor's degree in a related field.

Responsibilities

  • Manage relationships with clients and internal stakeholders throughout the implementation process.
  • Facilitate client onboarding onto Clearwater's platform.
  • Conduct training sessions to educate clients on effective use of the Clearwater platform.
  • Communicate project status, issues, and risks to relevant parties.
  • Troubleshoot and resolve customer issues arising during implementation.
  • Provide consultancy services to clients and ensure project objectives align with established project plans.
  • Identify and promptly escalate risks and issues to the Project Manager.
  • Self-learn and seek assistance or support from designated resources when needed.

Desired Qualifications

  • Understanding of SQL and relational database concepts is preferred.
  • Knowledge of securities or financial markets, including derivatives, alternatives, structured products, and/or fixed income, is preferred.

About the Company

Clearwater Analytics

Cloud-based investment accounting and analytics platform

Clearwater Analytics provides a cloud-native SaaS platform for investment accounting, reporting, and analytics used by institutional investors worldwide. The core product is a single-instance, multi-tenant system that ingests data from many sources, reconciles and enriches it, and serves as the single source of truth for client portfolios. It offers integrated modules for investment accounting, performance measurement, regulatory reporting, compliance monitoring, and risk analytics across all asset classes. The company differentiates itself by delivering a unified front-to-back office platform that replaces fragmented legacy systems, and it grows through acquisitions to broaden cross-asset capabilities with a recurring revenue model based on assets under management.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Boise, ID
Founded
2004

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