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

  • 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:

  • Bachelors degree and 2+ years of directly relevant experience in Investment Management, FinTech, Investment Accounting, or Investment Operations
  • 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.

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.
Download the
LiveCareer app and find
your dream job anywhere
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 3 weeks ago

VIEW JOBS 10/30/2018 12:00:00 AM 2019-01-28T00:00 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 * 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: * Bachelor's degree and 2+ years of directly relevant experience in Investment Management, FinTech, Investment Accounting, or Investment Operations * 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/807773/candidates/new\"}") ); }); } } document.head. Clearwater Analytics Boise ID

Investment Management Analyst

Clearwater Analytics