Client Services Analyst

Department: Finance & Accounting
Location: Boise - Corporate Office

Description

Client Services Analyst

Clearwater is looking for talented individuals who thrive on solving problems and developing new skills. Clearwater offers a competitive compensation package, exposure to cutting-edge Financial Market issues & information, business casual workplace, beautiful surroundings and work-life balance.

Responsibilities:

  • Work closely with Account Managers to build and manage valuable relationships with clients (institutional investors and investment managers)
  • Manage client inquiries & requests (main contacts include Treasurers & upper-level Accounting Managers)
  • Deliver timely and accurate information regarding Financial Statements & Analytics Reporting
  • Reconcile investment transactions & accounting for portfolios using a state of the art web-based system and answer related questions
  • Manage assigned projects & coordinate necessary resources

Requirements:

  • Excellent verbal and written communication skills
  • Strong organizational and interpersonal skills
  • Strong problem solving and math skills
  • Strong computer skills, including Microsoft Office skills
  • Bachelor’s degree in related area of study

Desired experience and skills:

  • Accounting experience
  • Knowledge of GAAP and/or fixed income investments
  • Securities or financial markets experience
  • SQL query writing skills

About Clearwater Analytics

Clearwater Analytics is a well-respected Software-as-a-Service (SaaS) provider of investment portfolio reporting and analytics. The company currently reports on over $1 trillion in assets for over 2,500 institutional investors, including many Fortune 500 companies. Clearwater has offices in Boise, Idaho; New York City, New York; and Edinburgh, Scotland. Clients include Cisco Systems, Intuit, eBay, Facebook, Pandora, Hiscox, Oracle, Starbucks, Yahoo! and a number of major banks and investment managers.

*Clearwater Analytics is an Equal Opportunity Employer*
To all recruitment agencies: Clearwater Analytics does not accept agency resumes. Clearwater is not responsible for any fees related to unsolicited resumes.





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