Investment Management Analyst

Clearwater Analytics Boise , ID 83702

Posted 3 weeks ago

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 a great work-life balance.



Responsibilities:

  • Reconcile investment transactions and accounting for portfolios using a state-of-the-art web-based system
  • Reach out to custodial banks, data providers, and account managers to ensure accuracy and consistency of financial records
  • Continuous learning and improvement in a constantly changing work environment
  • Manage client inquiries & requests (main contacts include Treasurers & upper-level Accounting Managers)
  • Deliver timely and accurate information regarding Financial Statements & Analytics Reporting
  • Work closely with Account Managers to build and manage valuable relationships with clients (institutional investors and investment managers)

Requirements

  • Bachelors degree and 2+ years of directly relevant experience in Investment Management, FinTech, Investment Accounting, or Investment Operations
  • Availability to work 5am- 1pm, 6am-2pm, or 7am-3pm for a minimum of 6 months
  • Working knowledge of financial services, accounting, structured products, derivatives, fixed income securities, etc
  • Right to work in the U.S. without employment based sponsorship now or in the future
  • Excellent verbal and written communication skills
  • Strong organizational and interpersonal skills
  • Strong problem solving and math skills
  • Strong computer skills, including Excel

Desired Experience and Skills:

  • Knowledge of GAAP and/or fixed income investments
  • Securities or financial markets experience
  • Advanced knowledge of Excel such as VLookUp, SUMIF, Pivot Tables, and Ribbon Utilization
  • SQL query writing skills

Benefits

  • Competitive Salary
  • Access to health, vision and dental coverages
  • PTO
  • 401(k) with 4% employer match
  • Flexible work environment
  • Continuous learning and professional development

Clearwater Analytics is a well-respected Software-as-a-Service (SaaS) provider of investment portfolio reporting and analytics. The company currently reports on over $2 Trillion in assets for over 4,700 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, Electronic Arts, NVIDIA, Oracle, Starbucks, Yahoo! and a number of major banks and investment managers.

upload resume icon
See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Investment Management Analyst

Clearwater Analytics

Posted 2 weeks ago

VIEW JOBS 1/4/2019 12:00:00 AM 2019-04-04T00:00 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 a great work-life balance. Responsibilities: * Reconcile investment transactions and accounting for portfolios using a state-of-the-art web-based system * Reach out to custodial banks, data providers, and account managers to ensure accuracy and consistency of financial records * Continuous learning and improvement in a constantly changing work environment * Manage client inquiries & requests (main contacts include Treasurers & upper-level Accounting Managers) * Deliver timely and accurate information regarding Financial Statements & Analytics Reporting * Work closely with Account Managers to build and manage valuable relationships with clients (institutional investors and investment managers) Requirements * Bachelor's degree and 2+ years of directly relevant experience in Investment Management, FinTech, Investment Accounting, or Investment Operations * Availability to work 5am- 1pm, 6am-2pm, or 7am-3pm for a minimum of 6 months * Working knowledge of financial services, accounting, structured products, derivatives, fixed income securities, etc * Right to work in the U.S. without employment based sponsorship now or in the future * Excellent verbal and written communication skills * Strong organizational and interpersonal skills * Strong problem solving and math skills * Strong computer skills, including Excel Desired Experience and Skills: * Knowledge of GAAP and/or fixed income investments * Securities or financial markets experience * Advanced knowledge of Excel such as VLookUp, SUMIF, Pivot Tables, and Ribbon Utilization * SQL query writing skills Benefits * Competitive Salary * Access to health, vision and dental coverages * PTO * 401(k) with 4% employer match * Flexible work environment * Continuous learning and professional development Clearwater Analytics is a well-respected Software-as-a-Service (SaaS) provider of investment portfolio reporting and analytics. The company currently reports on over $2 Trillion in assets for over 4,700 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, Electronic Arts, NVIDIA, Oracle, Starbucks, Yahoo! and a number of major banks and investment managers. Apply for this job (function () { var conversion = false; var script = document.createElement('script'); script.type = 'text/javascript'; script.src = 'https://www.linkedin.com/mjobs/awli/awliWidget'; script.async = true; script.defer = true; if (!conversion) { script.onload = function onAwliScriptLoad() { $(function () { Workable.awli = new Workable.Awli( JSON.parse("{\"inApplicationForm\":false,\"applicationFormUrl\":\"https://clearwater-analytics.workable.com/jobs/902284/candidates/new\"}") ); }); } } document.head. Clearwater Analytics Boise ID

Investment Management Analyst

Clearwater Analytics