About the Role:
Business & Functional Analysis
- Collaborate with stakeholders across Investment, Credit, Risk, and Operations teams to understand business needs.
- Translate high-level problem statements into clear business requirements and detailed functional specifications.
- Create BRDs, FRDs, user stories, process flows, and data mapping documents.
- Facilitate workshops, stakeholder interviews, and requirement-gathering sessions.
- Support UAT planning and execution.
Private Equity & Credit Market Analysis
- Analyze deal pipelines, portfolio performance, IRR, MOIC, cash flows, NAV calculations, and credit exposure.
- Understand credit products including leveraged loans, private debt, structured credit, CLOs, and distressed assets.
- Monitor trends in private equity fundraising, capital deployment, credit spreads, default rates, and regulatory shifts.
- Provide competitive landscape analysis across asset managers and alternative investment firms.
Market Research & Competitive Intelligence
- Conduct structured market research on industry trends, macroeconomic factors, and emerging asset classes.
- Perform competitor benchmarking across fund performance, strategies, AUM growth, and geographic expansion.
- Prepare executive-ready reports and dashboards summarizing insights and strategic recommendations.
Data Analysis & Reporting
- Write complex SQL queries to extract, transform, and analyze large datasets.
- Ensure data integrity, reconciliation, and validation across multiple sources.
- Deliver recurring and ad-hoc analytical reports to senior leadership.
Required Qualifications
- Bachelor’s degree in Finance, Economics, Business, Data Analytics, or related field.
- 4–8 years of experience as a Business Analyst in financial services, asset management, or alternative investments.
- Strong understanding of:
- Private equity fund structures and lifecycle
- Credit markets and debt instruments
- Investment performance metrics (IRR, MOIC, DPI, TVPI, etc.)
- Proven ability to convert ambiguous problem statements into structured specifications.
- Advanced SQL skills (joins, subqueries, aggregations, performance optimization).
- Experience with reporting and visualization tools.
- Strong analytical and quantitative skills.
- Excellent written and verbal communication skills.
Preferred Qualifications
- Experience working with portfolio management systems or investment platforms.
- Exposure to risk analytics and regulatory reporting.
- Knowledge of financial modeling and valuation techniques.
- CFA, CAIA, or MBA (preferred but not mandatory).
Key Competencies
- Analytical Thinking
- Problem Structuring & Specification Writing
- Market & Competitive Intelligence
- Stakeholder Management
- Data-Driven Decision Making
- Attention to Detail
- Strategic Insight
Top Skills
What We Do
CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights.
The result? Investment management that works as seamlessly as your investment strategy.
Since our founding in 2004, CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies, asset managers, and hedge funds to asset owners like corporations, endowments, and pension funds managing over $10 trillion in assets.
Why Work With Us
We continue to grow, fueled by a strong foundation, an ambitious vision, and a commitment to delivering exceptional value to our clients, partners, and team members around the world.
What started as a bold idea in Boise, Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices
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Clearwater Analytics (CWAN) Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
