Full-Time

Financial Consultant

Updated on 1/15/2025

Clearwater Analytics

Clearwater Analytics

1,001-5,000 employees

Cloud-based investment management platform

Data & Analytics
Enterprise Software
Financial Services

Senior

Denmark, WI, USA

Category
Financial Consulting
Consulting
Required Skills
Excel/Numbers/Sheets
Requirements
  • 5 years' higher education in market finance, accounting, audit, or information systems
  • Proven professional experience in market finance or investment operations industry
  • You are comfortable using Excel
  • You are rigorous, creative, proactive, autonomous, good at interpersonal relations and a team player
  • Fluent French speaker and a good level of English.
Responsibilities
  • Work closely with the R&D team on the quality and functional evolution of the Software Package
  • Writing functional specifications and participating in scoping phases
  • Organize and participate in test campaigns
  • Writing documentation for business users
  • Meet the needs of our customers (Asset Management Companies, Family Offices, Private Banks and Insurers) through consulting: assistance and training for business teams
  • Parameterization and design: report automation, control parameterization, data transfer, business data control...
  • Take part in both commando missions and projects lasting several months, often on our customers' premises and in direct contact with their business teams (managers, middle managers, RCCI, etc.)

Clearwater Analytics offers a cloud-based platform that helps organizations manage their investment portfolios, serving clients like asset managers, corporations, and insurers. The platform consolidates investment data into a single view, automating processes such as data reconciliation and reporting to reduce manual workload. Unlike competitors, Clearwater is known for its transparency and accuracy, providing daily, audit-quality data that supports informed decision-making. The company's goal is to simplify investment management and enhance investment outcomes for its clients.

Company Stage

IPO

Total Funding

$705.5M

Headquarters

Boise, Idaho

Founded

2004

Simplify Jobs

Simplify's Take

What believers are saying

  • Acquisition of Enfusion expands Clearwater's capabilities with front-to-back investment management solutions.
  • Integration with Snowflake enhances data collaboration and AI capabilities for asset managers.
  • Clearwater's EMEA expansion strengthens its international presence and client onboarding.

What critics are saying

  • Integration challenges with Enfusion could disrupt operations and client services.
  • Secondary offering of 25M shares may indicate lack of confidence in future performance.
  • Rapid EMEA expansion could strain resources and lead to operational inefficiencies.

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