Clearwater Analytics Investment Accounting Expert

1 week ago

Noida, Uttar Pradesh, India Clearwater Analytics Full time

About Clearwater Analytics

We are a leading provider of investment management and accounting solutions.

Job Summary:

We are seeking an experienced Investment Accounting Expert to join our team. In this role, you will be responsible for delivering top-notch operational support and fostering strong relationships with our global clients. You will excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These experts play a pivotal role in delivering prompt, precise, and comprehensive responses to client queries, with the ultimate objective of efficiently resolving a substantial number of issues while ensuring that clients become enthusiastic advocates of Clearwater.

Responsibilities:

  • Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets.
  • Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
  • Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation.
  • Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user.
  • Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.
  • Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.
  • Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work.
  • Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams.
  • Assist in training and coaching more junior team members.

Requirements:

  • Good understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
  • Intermediate understanding of fixed income and equity investments.
  • Finance and/or accounting experience 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.

Salary: $80,000 - $110,000 per year.

Benefits: We offer a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.

About the Role:

This is a full-time position based in Boise, ID. We are looking for a motivated and experienced professional who is passionate about delivering exceptional customer service and support.

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