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Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organisations make the most of investment portfolio data with cloud-native software and client-centric servicing. Every day, investment professionals worldwide trust Clearwater to deliver timely, validated investment data and in-depth reporting.
Job Description
Clearwater Analytics is paving the way as a leading technology provider for Insurers, Investment Managers and Corporates on a global scale.
We are looking for determined individuals that want to help build relationships with our world-class clients and help them maximise the power of Clearwater’s software platform. Clearwater UK will provide motivated individuals with the opportunity to grow their career and build the Clearwater business in Europe.
If you thrive on solving real challenges for clients, we want to talk to you. An ideal addition to our team is someone who hits the ground running, is excited by consistent challenge, and has an innate desire to solve problems.
Responsibilities
- Collaborate directly with clients to build valuable relationships and ensure their success (including training and discussions on Accounting, GAAP, STAT, IFRS & GIPS procedures)
- Manage client inquiries & requests
- Deliver timely and accurate information regarding Financial Statements & Analytics Reporting
- Work closely with Service Delivery Managers to build and manage valuable relationships with clients (institutional investors and investment managers)
- Reach out to clients, interact with users, handle client training, and gather product feedback with the goal of enhancing the customers experience as a user.
- Maintains knowledge of product enhancements and the changing investments accounting industry
- 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
- Proactively seek ways to add value to your team & Clearwater. Identify opportunities for improvement and spearheads solutions within Operations. Ability to communicate client impact on a variety of issues and proactively seek out opportunities to do so
- Knowledge of investment accounting principles and practices. Understands the nuances relating to multi-accounting basis (IFRS, STAT, GAAP, TAX, etc.)
- Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams.
About You
Requirements
- Degree in Maths or Accounting or Finance or Economics or Banking or Science
- Experience finance, investments and/or accounting
- Dynamic problem solving, organisational and interpersonal skills
- Be naturally curious
- Excellent verbal and written communication skills
- Strong computer skills, including Microsoft Office
- An intense desire to learn something new and improve on a daily basis
Desired Experience and Skills
- Chartered Accountant
- Professional Qualification(s)
- Securities or financial markets experience
- SQL query writing skills
What we offer
- Business casual atmosphere in a flexible, hybrid working environment – including 3 weeks ‘work from anywhere’
- Team focused culture that promotes innovation and ownership
- Access to cutting edge investment reporting technology and expertise
- Continual learning, professional development, and career progression including international mobility opportunities.
- A vast range of social and volunteering events
- Competitive salary and benefits package; including Clearwater stock (RSUs), health and dental insurance, gym discounts, pension, and employee discount platform
- Employee Stock Purchase Plan (ESPP)
