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Client Servicing Analyst
$68k-86k (estimate)
Full Time | Investment Management 1 Week Ago
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Clearwater Analytics is Hiring a Client Servicing Analyst Near Edinburgh, IN

This role provides a unique value proposition to support our Asset Management clients using CW's front-back office software solution. If you have an entrepreneurial spirit, are ready to build a five-star service offer and are eager to explore front-to-back servicing in an international team, apply today!
This division is responsible for all delivery and projects to clients using our front-back office asset management platform. From portfolio and order management to performance, risk, and accounting, our solution is a seamless, full investment lifecycle platform that simplifies our clients' processes.
The unrivalled functional coverage of our solution will enable you to work on a wide range of issues:
  • Front Office: order placement, decision support...
  • Middle Office: compliance, market risk monitoring, performance analysis, data management...
  • Back Office: investment accounting
Job Summary:Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal role in delivering prompt, precise, and comprehensive responses to client queries, with the ultimate objective of efficiently resolving a substantial number of issues while ensuring that clients become enthusiastic advocates of Clearwater.
Responsibilities:
  • Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets.
  • Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
  • Complete operational tasks such as account set up, client lockdowns, compliance, 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 show proficiency in proprietary internal tools for reconciling investment transactions.
  • Effectively navigates 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.
Required Skills:
  • Base understanding on topics such as financial markets, investment accounting, asset management
  • Comfortable using Excel
  • 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:
  • Degree qualified in a discipline such as, or similar to; market finance, quantitative finance or information systems with finance

Job Summary

JOB TYPE

Full Time

INDUSTRY

Investment Management

SALARY

$68k-86k (estimate)

POST DATE

06/22/2024

EXPIRATION DATE

07/20/2024

WEBSITE

clearwater-analytics.com

HEADQUARTERS

BOISE, ID

SIZE

200 - 500

FOUNDED

2004

TYPE

Private

CEO

SANDEEP SAHAI

REVENUE

$50M - $200M

INDUSTRY

Investment Management

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About Clearwater Analytics

Clearwater is a SaaS-based firm that provides investment portfolio accounting, reporting and reconciliation services for institutional investors.

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