Investment Analytics Senior Associate

Posted 15 Days Ago
Be an Early Applicant
New York, NY, USA
Hybrid
89K-115K Annually
Mid level
Fintech • Software • Financial Services
See Clearly. Act Confidently.
The Role
The Investment Analytics Senior Associate manages client relationships, analyzes investment portfolios, resolves data issues, and collaborates with teams to enhance software performance.
Summary Generated by Built In

We are currently searching for an Investment Analytics Senior Associate to join our Client Solutions - Risk & Performance team. This role will be responsible for all parts of the risk lifecycle - from assisting with pre-sales to onboarding to servicing to high-end relationship management. The role will have multiple responsibilities and work with various teams, including servicing, relationship management, SRE, data, QA, and development teams.

Responsibilities:

  • 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.

  • 4+ years of professional experience desired (depending upon degree level).

  • 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

Preferred Skills:

  • Technical software understanding a plus.

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

Salary Range

$88,800.00 - $115,200.00

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.

Top Skills

Excel
Power BI
Python

What the Team is Saying

Dan
Andrew
Cynthia
Liz
Alok
Dori
Ahmad
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The Company
HQ: Boise, ID
1,100 Employees
Year Founded: 2004

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.

Typical time on-site: Flexible
HQBoise, ID
Singapore
Bengaluru, Karnataka
Chicago, IL
Dublin, IE
Hong Kong, 23/F, Man Yee Building
London, GB
Mumbai, Maharashtra
New York, NY
Sydney
Learn more

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