Description
This role will be responsible for on-boarding some of our largest clients and most complex assets, including everything from determining how best to model certain securities, loading the assets onto our system, as well as establishing data feeds that allow for automated reconciliation and reporting.
Responsibilities
- Re-engineer inefficient processes with the goal of improving system automation, speed, accuracy, and operational workflow
- Leverage SQL and VBA to gather and analyze data to resolve problems and inconsistencies
- Work on a dynamic and fast paced team, applying your analytical and problem-solving skills for maximum impact across the organization and industry
- Strategize with development teams to improve our client on-boarding experience, shorten delivery time frames, and develop repeatable, scalable processes
- Effectively communicate and collaborate with a global team to accurately and efficiently resolve problems and client inquiries
- Import, normalize, enrich, load, and validate investment holdings and transactions data using state-of-the-art software tools and systems
- Collaborate with multiple teams and departments to ensure accuracy and consistency of financial records and data
- Develop and apply domain knowledge regarding complex financial instruments and accounting principles
Requirements
- Bachelor's degree in relevant field
- Excel proficiency
- Experience with SQL or other relational databases is beneficial
- Excellent organizational and interpersonal skills
- Work with minimal direction and be able to coordinate complex activities in an evolving, agile environment
- Dynamic problem solving skills, and an innate sense of curiosity
Internal Applicants: this role is open to Grade 4.2 or 5 applicants
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
Gallery
Clearwater Analytics (CWAN) Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
