Full-Time

Financial Consultant

Posted on 12/20/2024

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
Requirements
  • 5 years' higher education in market finance, accounting, audit, or information systems
  • You already have proven professional experience in market finance or accounting/audit.
  • 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...
  • You will 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 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 while automating manual processes like data reconciliation and reporting. This Software-as-a-Service (SaaS) model allows clients to subscribe to the platform, generating recurring revenue for Clearwater based on the assets under management. Clearwater is distinguished by its industry recognition and endorsements from major financial institutions, known for delivering accurate, daily audit-quality data. The company's goal is to simplify investment management, enabling clients to focus on achieving better investment outcomes.

Company Stage

IPO

Total Funding

$705.5M

Headquarters

Boise, Idaho

Founded

2004

Simplify Jobs

Simplify's Take

What believers are saying

  • Integration with Snowflake enhances data collaboration and AI capabilities for asset managers.
  • Recent EMEA leadership appointments suggest strategic focus on European market expansion.
  • Winning the Investment Technology of the Year award boosts Clearwater's industry reputation.

What critics are saying

  • Increased competition from fintech startups could erode Clearwater's market share.
  • Secondary offering of 25M shares may signal lack of confidence in future growth.
  • Expansion into EMEA exposes Clearwater to geopolitical risks and economic instability.

What makes Clearwater Analytics unique

  • Clearwater offers a comprehensive SaaS platform for investment management and analytics.
  • The platform automates data reconciliation and reporting, reducing manual workload for clients.
  • Clearwater's technology is endorsed by major financial institutions like J.P. Morgan.

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