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Clearwater Analytics

Cloud-based investment accounting and analytics platform

Senior Technical Data Analyst

Full-Time
No salary listed
Senior
Bachelor's
Chicago, IL, USA+1 moreMore locations: Boise, ID, USA
In Person
Data & AnalyticsBusiness Intelligence

About the job

Requirements
  • Proficiency with business intelligence and data visualization platforms such as Power BI, Tableau, and Looker.
  • Strong understanding of financial and investment reporting concepts, performance metrics, and portfolio analytics.
  • Experience designing and automating reporting dashboards and recurring report production.
  • Deep understanding of investment data.
  • Familiarity with cloud platforms and big data technologies such as Amazon Web Services, Google Cloud Platform, and Microsoft Azure.
  • Understanding of database design and data warehouse principles.
  • Knowledge of one or more programming languages such as Java, Python, and Visual Basic for Applications.
  • Proficiency in data manipulation and data cleansing techniques.
  • Knowledge of data governance and best practices in data management.
  • Ability to work collaboratively in a cross-functional team environment.
  • Ability to work with large datasets and perform data mining tasks.
  • Strong computer skills, including proficiency with Microsoft Office.
  • Excellent attention to detail and documentation skills.
  • Outstanding verbal and written communication skills.
  • Strong organizational and interpersonal skills.
  • Exceptional problem-solving abilities.
  • Bachelor’s degree in data analytics, statistics, accounting, finance, computer science, or a related discipline.
  • At least five years of relevant experience in business intelligence, financial or investment reporting, data analytics, and visualization.
  • Hands-on experience with SQL and NoSQL databases.
  • Experience with data integration and extract, transform, load processes.
  • Experience with data visualization tools such as Tableau, Power BI, or D3.js.
Responsibilities
  • Design, build, and maintain business intelligence dashboards and reports for investor and portfolio reporting.
  • Produce accurate and timely investment and financial reporting, including performance, portfolio, and ad hoc analytics, tailored to client and end-user needs.
  • Develop data visualizations and self-service business intelligence tools that make complex investment data clear and actionable.
  • Analyze investment and financial data and deliver reports and commentary on outcomes, trends, and performance drivers.
  • Partner with clients, investment teams, and project management to gather reporting requirements and translate them into client-ready deliverables.
  • Combine data from multiple sources into comprehensive, reconciled datasets that support reliable reporting and analytics.
  • Build and maintain the data systems and pipelines that feed business intelligence and reporting solutions.
  • Continuously improve data quality, reporting accuracy, and reliability.

About the company

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Clearwater Analytics

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Clearwater Analytics offers a cloud-native SaaS platform for investment accounting, reporting, and analytics used by institutional investors worldwide. Its core product is a single-instance, multi-tenant system that automates the entire investment data lifecycle by ingesting, reconciling, and enriching data to create a single source of truth for portfolios. The platform includes modules for accounting, performance measurement, regulatory reporting, compliance, and risk analytics across all asset classes, including private markets. The company differentiates itself through a unified front-to-back office solution and expands capabilities via acquisitions to build a cohesive cross-asset platform; its goal is to simplify investment data management for clients and scale with assets under management using a recurring revenue model based on AUM.

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Boise, Idaho

Founded

2004

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Simplify's Take

What believers are saying

  • Q1 2026 revenue reached $221.2 million, up 74%, with ARR at $872 million.
  • Gross revenue retention hit 97% in March 2026, showing sticky institutional demand.
  • NFU Mutual selected Clearwater in September 2026, validating insurer demand for its operating model.

What critics are saying

  • June 25, 2026 go-private removes public scrutiny and liquidity, concentrating control with sponsors.
  • $3.525 billion Goldman-led debt financing increases leverage pressure after the buyout closes.
  • Private credit rivals and Blackstone integrations squeeze Clearwater's differentiation as customers demand faster implementation.

What makes Clearwater Analytics unique

  • June 2026 acquisition created front-to-back platform breadth across accounting, risk, and workflows.
  • June 3, 2026 AI products embed automation into Clearwater's trusted $10 trillion data foundation.
  • Blackstone-developed Total Portfolio Oversight unifies public-private risk views in production.

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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

Growth & Insights and Company News

6 month growth

25%

1 year growth

36%

2 year growth

36%
Asset Servicing Times
Sep 23rd, 2026
NFU Mutual selects Bloomberg and Clearwater to modernise operating model.

NFU Mutual selects Bloomberg and Clearwater to modernise operating model. 23 September 2026 UK Reporter: Madison Hendrickson NFU Mutual (NFUM), a UK-based rural insurer, has selected Bloomberg Buy-Side Solutions and Clearwater Analytics' to streamline its front-to-back multi-asset investment management operating model. The firm reports that Bloomberg will provide portfolio management, trading, pre-trade compliance, and trade operations - including workflows to support T+1 settlement readiness - while Clearwater will provide investment operations and accounting. Speaking on the integration, Nigel Bryan, head of Financial Control at NFU Mutual, says: "By adopting Bloomberg and Clearwater's integrated solutions, we are building an automated and highly flexible end-to-end operating model that strengthens our control environment, streamlines processes and builds a solid data foundation for our investment reporting." Bryan adds: "The solution automates key workflows across the investment lifecycle, from order generation and execution through matching, settlement, and post-trade processing." According to NFUM, Bloomberg's collaboration with Clearwater enables NFUM to establish a seamless, flexible front-to-back composable operating model that improves workflow efficiency, strengthens data consistency and transaction reporting, and accelerates settlement cycles. Jose Ribas, head of Buy-Side Enterprise Solutions at Bloomberg, comments: "Insurers are modernising their investment operations by connecting portfolio management, trading, accounting, and post-trade reporting around a single, trusted framework." He explains that together with Clearwater, Bloomberg is helping NFUM to "simplify complex workflows, strengthen data consistency, and utilise a composable operating model that can scale with its business". Keith Viverito, managing director, EMEA at Clearwater Analytics, adds: "NFU Mutual's selection shows that insurers no longer need to choose between operational depth and technological agility. With integrated front-to-back solutions from Clearwater and Bloomberg, clients can build one accurate, audit-ready operating model across the entire investment lifecycle delivered as a service, and the accuracy and auditability their business demands." Previous industry article Next industry article NO FEE, NO RISK 100% ON RETURNS If you invest in only one asset servicing news source this year, make sure it is your free subscription to Asset Servicing Times

U.S. Securities and Exchange Commission
Jun 28th, 2026
8-K

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

Payout.ai
Jun 25th, 2026
Clearwater Analytics secures $3.5B credit facilities led by Goldman Sachs Private Credit

Clearwater Analytics has secured $3.525 billion in senior secured credit facilities led by Goldman Sachs Private Credit. The arrangement comprises a $2.7 billion term loan, a $500 million delayed draw term loan and a $325 million revolving facility. The funding will support the company's merger financing and strengthen its financial position. The substantial credit agreement signals market confidence and may encourage similar financing arrangements amongst other firms in the sector. The deal represents a significant transaction in the private credit market, with potential implications for leverage and credit quality across the industry.

Yahoo Finance
Jun 17th, 2026
Clearwater Analytics launches three AI products for $10T+ investment workflow automation

Clearwater Analytics has launched three AI-enabled products designed to streamline institutional investment workflows. The tools leverage the company's investment data foundation, which supports over $10 trillion in global assets. The new offerings include Clearwater Compass, which automates exception management and reconciliation for accounting teams; Total Portfolio Oversight, developed with Blackstone to provide unified views of public and private asset risk; and Fund Analytics, which structures fragmented private markets data using AI. These products aim to replace manual, spreadsheet-driven processes with centralised, intelligence-backed workflows. CEO Sandeep Sahai stated the solutions' effectiveness stems from the platform's high-quality investment record. The company aims to help firms accelerate decision-making whilst maintaining institutional-grade controls.

InvestingChannel
Jun 17th, 2026
Clearwater Analytics (CWAN) launches three ai-enabled products for institutional investment workflows.

Clearwater Analytics (CWAN) launches three ai-enabled products for institutional investment workflows. Clearwater Analytics Holdings Inc. (NYSE:CWAN) is one of the best young stocks to invest in according to hedge funds. On June 3, Clearwater Analytics introduced three AI-enabled products designed to integrate directly into institutional investment workflows. By using its trusted investment data foundation, which supports over $10 trillion in global assets, the company aims to help investors automate operations, improve risk management, and gain deeper insights into private markets without sacrificing transparency or auditability. The new offerings include Clearwater Compass, which automates exception management and reconciliation for accounting teams; Total Portfolio Oversight, developed with Blackstone to provide a unified view of public and private asset risk; and Fund Analytics, which uses AI to structure fragmented private markets data. These tools are designed to replace manual, spreadsheet-driven processes with centralized, intelligence-backed workflows. CEO Sandeep Sahai emphasized that the effectiveness of these AI solutions is rooted in the platform's high-quality investment record. By embedding intelligence directly into operational and oversight functions, Clearwater Analytics Holdings Inc. (NYSE:CWAN) aims to help firms accelerate their decision-making processes while maintaining the rigorous controls required by institutional investors. Clearwater Analytics Holdings Inc. (NYSE:CWAN) provides a cloud-native investment management platform for institutional investors across public and private markets, using a single-instance, multi-tenant architecture to deliver real-time data and AI-driven insights across the investment lifecycle. While InvestingChannel, Inc. acknowledge the potential of CWAN as an investment, InvestingChannel, Inc. believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see its free report on the best short-term AI stock.