The Product Support Analyst (PSA) serves as an internal subject matter expert in reconciliation, covering data intake to the internal reconciliation service of the Clearwater system. In this role, PSAs provide guidance to internal parties through handling support tickets, questions from Client Services and Global Delivery as well as Product or Development Departments.
Responsibilities:
Applies intermediary fixes to reporting while development works on holistic reporting solutions.
Interacts with Product Owner and development teams to identify and refine satisfactory reporting requirements.
Debug code to root cause defects.
Responds quickly, accurately, and thoroughly to internal and external inquiries.
Works closely with Software Development Engineers to resolve defects.
Submits defects in code updates and retests and verifies these defects once they are fixed.
Serves as content expert within reconciliation
Reviews and provides feedback on requirements, design, and scope documents.
Applies acquired skills, procedures, and decision-making best practices to complete a variety of issues in creative ways. I.e.: cash flows, complex assets, corporate actions, reference data, etc.
Looks for opportunities to improve our data and systems and can earn the ability to allocate 30% of their time to work on said projects.
Able to fulfill most data mining requests.
Works autonomously and answers most requests and inquiries without assistance.
Runs pre-built queries, general understanding of SQL fundamentals
Desired Experience and Skills:
Strong skills with Excel such as VLOOKUP, SUMIF, Pivot Tables, and Ribbon Utilization.
Securities or financial markets knowledge
SQL and database querying experience
Excellent attention to detail and strong documentation skills.
Outstanding verbal and written communication skills.
Strong organizational and interpersonal skills.
Requirements:
Bachelor's/Master’s degree in finance, accounting, economics, data science, data analytics or a related field.
2+ years of relevant experience.
Strong analytical and problem-solving skills
Skills Required
- Bachelor's or Master's degree in finance, accounting, economics, data science, data analytics or related field.
- 2+ years of relevant experience.
- Strong analytical and problem-solving skills.
- General understanding of SQL fundamentals and database querying experience.
- Strong Excel skills including VLOOKUP, SUMIF, Pivot Tables and Ribbon utilization.
- Securities or financial markets knowledge.
- Excellent attention to detail and strong documentation skills.
- Outstanding verbal and written communication skills.
- Strong organizational and interpersonal skills.
What the Team is Saying
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Clearwater Analytics (CWAN) Compensation & Benefits Highlights
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Retirement Support — A company 401(k) match with immediate vesting is consistently included alongside tax‑advantaged accounts. This indicates reliable long‑term savings support as part of the package.
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Equity Value & Accessibility — Equity participation is available through an employee stock purchase plan, with RSUs included for some roles. This adds ownership potential beyond base pay and bonus.
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Leave & Time Off Breadth — Paid time off is available from day one with a baseline around three weeks, plus company holidays and volunteer time. Flexible elements like work‑from‑home Fridays and limited “work from anywhere” periods broaden practical time‑off utility.
Clearwater Analytics (CWAN) Insights
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.
