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:
Onboard new clients onto the Enfusion platform and set up “customized” reports for various business monitoring needs
Oversee the reporting requests from existing (Live) clients in addition to the onboarding clients
Take part in client calls to discuss, understand and scope out reporting requirements during the onboarding/implementation stage
Leverage the Enfusion system to build impactful reports for COO’s / CIO’s, Portfolio Managers, Traders, Operations teams, Risk officers, and Fund Accountants
Advise clients on reporting best practices and partner with clients to create custom Position and P&L reports, Trade and order blotters, Post Trade Compliance and Regulatory reports, Exposure analysis, Bespoke Risk and Scenario reporting, financial statement reporting, and much more within Enfusion platform
Construct custom fields/columns using Java/JavaScript code to meet the varying needs of our diverse client base
Work closely with solutioning and project managers to ensure we consistently meet the business needs of Enfusion’s growing and evolving client base.
Partner with the Product Management team to work on complex reporting requirements and determine product enhancements with respect to columns/fields
Required Skills:
Knowledge of Java Script
Organized, detail-oriented, and excellent analytical skills
Methodical and determined approach to problem-solving
Ability to handle and prioritize multiple tasks and work independently
Excellent verbal and written communication skills
Client-facing experience will be beneficial
Education and Experience:
Bachelor’s Degree in Computer Science, Finance, Accounting, or related field preferred
1+ years of front office/middle office/back-office reporting and/or custom reporting experience at a prime broker, fund administrator, investment management company, or financial technology firm
What the Team is Saying
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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CWAN Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
