Investment Analytics Analyst

Job Summary :

Clearwater Analytics is seeking a motivated and detail-oriented professional to join our Client servicing and reporting team. In this role, you will be responsible for servicing our suite of fintech SaaS applications by troubleshooting and resolving issues within specified SLAs, while also collaborating with both internal teams and external clients. You will manage client relationships, assist with performance data and reports, and ensure the integrity of investment portfolios through the analysis of large data sets. A strong foundation in economics, finance, or a related quantitative field is essential, along with 1-2 years of relevant experience. Proficiency in Excel, familiarity with coding languages such as Python, and excellent problem-solving skills are highly valued. This is an exciting opportunity to contribute to client-specific projects and enhance our internal processes in a dynamic and fast-paced environment.

Location : Mclean, VA / New York, NY

Responsibilities include:  

• Servicing our suite of software applications, including troubleshooting, researching and resolving issues within the specified SLAs.

• Communicating and working with internal and external parties to resolve exceptions.

• Working with and manipulating large data sets.

• Observing and analyzing investment portfolios to ensure data integrity.

• Assisting internal and external clients with performance data and reports.

• Managing client relationships by reviewing and resolving client requests, responding to clients inquiries on how to interpret portfolio reports provided and working with clients and Account Managers to create custom solutions.

• Case Management and Knowledge Management.

• Assistance in client specific projects as well as ad hoc projects to improve internal processes and procedures. 

 Requirements: 

• BA/BS in economics, finance, or other quantitative or technical fields.

• Minimum of 1 to 2 years of relevant professional experience.

• Technical software understanding a plus.

• Understanding of Excel Macros, Python, Power BI, and general coding a plus.

• Superior communication and computer skills together with a well-developed ability to work effectively in a team-oriented environment.

• Strong quantitative and analytical aptitude.

• Excellent problem solving skills as well as ability to work with large amounts of data.

• Ability to meet tight deadlines and to effectively prioritize multiple projects.

• Proficiency in Excel.

What we offer:

• Business casual atmosphere in a flexible working environment 

• Team focused culture that promotes innovation and ownership 

• Access cutting edge investment reporting technology and expertise

• Defined and undefined career pathways allowing you to grow your own way 

• Competitive medical, dental, vision, and life insurance benefits

• Maternity and paternity leave 

• Personal Time Off and Volunteer Time Off to give back to the community

• RSUs as well as employee stock purchase plan and 401k with match  

• Work from anywhere 3 weeks out of the year 

• Work from home Fridays

Salary Range

This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.