Investment Operations Specialist

3 days ago


Noida, Uttar Pradesh, India Clearwater Analytics Full time

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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