Role overview

Qualifications

Bachelor’s degree or higher in Accounting, Finance, Business, or a related field
Basic understanding of investment accounting, financial statements, and other accounting concepts
Preferred experience or coursework in finance, accounting, or a related field
Proficiency in Microsoft Office and strong computer skills

Responsibilities

Respond to a variety of client inquiries related to investment accounting, system onboarding, and operational issues
Build and maintain strong relationships with clients, enhancing their experience
Investigate and resolve discrepancies, applying strong analytical and problem-solving skills
Manage multiple priorities and deadlines, adapting to changes and new challenges

Key facts

Remote from: Anywhere
Full time
Entry-level / graduate
English

Hard skills

Financial Statements Internal Documentation Organizational Structure

Other skills

Microsoft Office
Communication
Social Skills
Problem Solving
Critical Thinking

About the company

Clearwater Analytics

Investment Management

Clearwater Analytics (NYSE: CWAN) is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations. Clearwater aggregates, reconciles, and reports on more than $6.4 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide. For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients. With global headquarters in Boise, Idaho, and offices in Edinburgh, Frankfurt, London, New Delhi, New York, Paris, Seattle, Singapore, and Washington D.C., Clearwater sets the new global standard for investment portfolio reporting.

Company details

Company typeLarge

IndustryInvestment Management

Company size1001 - 5000

Links

Website LinkedIn See all jobs

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Job description

Job Summary:

We are seeking motivated and detail-oriented New Graduates to join our dynamic team at Clearwater. This position is designed for recent or soon to be graduates who are eager to kick-start their careers in a fast-paced environment, with opportunities to engage in client servicing, implementation, and reconciliation. Successful candidates will play a crucial role in supporting our clients and ensuring smooth operations while developing critical skills across multiple functions.

Please note: This job posting is intended as a collection point for resumes. If your qualifications align with our needs, we will reach out to you regarding potential opportunities in any of our new graduate positions.

Potential Responsibilities:

Respond to a variety of client inquiries related to investment accounting, system onboarding, and operational issues, ensuring prompt and thorough resolution.
Build and maintain strong relationships with clients, enhancing their experience and addressing their questions with professionalism and urgency.
Investigate and resolve discrepancies, applying strong analytical and problem-solving skills to deliver accurate solutions.
Manage multiple priorities and deadlines, adapting to changes and new challenges as they arise.
Handle operational tasks such as account setup, compliance checks, and reconciliation validation, demonstrating exceptional attention to detail.
Collaborate with internal teams to complete long-term projects that support client needs and operational efficiencies.
Utilize proprietary tools and resources to validate investment data against third-party market data and proactively resolve issues for clients.
Organize daily workflow based on productivity and quality metrics, prioritizing tasks to ensure high-quality outcomes.

Required Skills:

Basic understanding of investment accounting, financial statements, and other accounting concepts.
Preferred experience or coursework in finance, accounting, or a related field.
Proficiency in Microsoft Office and strong computer skills.
Excellent attention to detail and strong documentation abilities.
Outstanding verbal and written communication skills.
Strong organizational and interpersonal skills.
Exceptional problem-solving and critical thinking abilities.

Education and Experience:

Bachelor’s degree or higher in Accounting, Finance, Business, or a related field.

What we offer

Business casual atmosphere
Team focused culture that promotes innovation and ownership
Access cutting edge investment reporting technology and expertise
RSUs as well as employee stock purchase plan and 401k with match
PTO and volunteer time off to give back to the community
Defined and undefined career pathways allowing you to grow your own way
Work from anywhere 3 weeks out of the year
Work from home Fridays
Maternity and paternity leave