Investment Operations Specialist
3 days ago
Job Summary:
Clearwater Analytics is seeking a highly skilled Client Servicing Analyst to join our global client support team. As a Client Servicing Analyst, you will play a critical role in delivering exceptional operational support and fostering strong relationships with our clients.
Key Responsibilities:
- Manage client inquiries and requests related to investment accounting, asset classes, and financial markets.
- Deliver timely and accurate information regarding financial statements and analytics reporting.
- Complete operational tasks such as account setup, client lockdowns, compliance, and 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 demonstrate proficiency in proprietary internal tools for reconciling investment transactions.
- Effectively navigate 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.
Education and Experience:
- Bachelor's degree or higher in Accounting or Financial/Business-related field.
- 1+ years of relevant experience.
What We Offer:
Clearwater Analytics offers a dynamic and supportive work environment, opportunities for growth and development, and a competitive compensation package.
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