About Clearwater Analytics®
Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organisations make the most of investment portfolio data with cloud-native software and client-centric servicing. Every day, investment professionals worldwide trust Clearwater to deliver timely, validated investment data and in-depth reporting.
Job Description:
The Global Delivery division is responsible for onboarding all new clients onto Clearwater’s SaaS platform. As SME, you will work on a variety of client implementations to provide domain expertise in investment accounting, financial markets, and regulatory reporting. You will be an integral part of a collaborative division spanning Analysts, Team Leads and Project and Program Managers.
Responsibilities:
Develop and apply deep domain expertise to evaluate requirements and configure solutions to meet a wide range of investment accounting and reporting needs for Clearwater's largest clients.
Develop a deep understanding of Clearwater’s product.
Strategize with development teams to enhance our product offering, improve our client on-boarding experience, shorten delivery time frames, and develop repeatable, scalable processes.
Effectively communicate and collaborate with a global team to resolve problems and client inquiries accurately and efficiently.
Spread your knowledge by designing and implementing training materials and SOPs.
Managed assigned projects and coordinate necessary resources.
Required Skills:
Knowledge of investment accounting policies and procedures
Knowledge of: Securities or financial markets, especially derivatives, alternatives, structured products, and/or fixed income, is good to have.
Understanding of challenges in the industry (reporting, accounting, data...)
Proven history of proficient Excel use
Ability to concisely convey information through verbal and written communication.
Dynamic problem-solving skills, and an innate sense of curiosity with motivation to continually learn and solve problems for our clients.
Excellent organizational and interpersonal skills
Education and Experience:
Bachelor's degree in Accounting, Finance, or related discipline
Relevant experience in any of the following: Asset Management, Insurance, Audit, FinTech, Investment Accounting, or Investment Operations
Skills Required
- Knowledge of investment accounting policies and procedures
- Knowledge of securities or financial markets, especially derivatives, alternatives, structured products, and/or fixed income
- Understanding of industry challenges (reporting, accounting, data)
- Proven proficient Microsoft Excel use
- Strong verbal and written communication skills
- Problem-solving mindset and motivation to learn
- Excellent organizational and interpersonal skills
- Bachelor's degree in Accounting, Finance, or related discipline
- Relevant experience in Asset Management, Insurance, Audit, FinTech, Investment Accounting, or Investment Operations
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.
