- Rapid, accurate responses to inquiries.
- Data element planning, design, and validation.
- Collaboration with clients and innovation in data solutions.
- Transition towards critical projects and strategic initiatives.
- Strong understanding of front-office operations.
- Mentorship of colleagues and active participation in client interactions.
- Autonomous work and self-evaluation for career growth.
- Validation of investment data against market sources.
- Maintenance of relationships with data providers and clients.
- Real-time updates of securities in the database.
- Operational maintenance of reference data.
- Deepening knowledge of security types.
- Compliance with established procedures and risk controls.
- Escalation of pending queries and issue resolution.
- Contribution to cross-functional projects and root cause analysis.
- Development and implementation of reference data processes and strategies.
- Collaboration with stakeholders to understand reference data needs.
- Oversight of the reference data team and governance policies.
- Proficiency in Microsoft Office, including Excel.
- Experience with SQL or other databases.
- Familiarity with business intelligence solutions.
- Knowledge of financial instruments and accounting concepts.
- Ability to research and resolve complex reference data issues.
- Capacity to develop and implement reference data procedures.
- Capability to lead and mentor a team of reference data analysts.
- Skill in developing and implementing reference data strategies.
- Aptitude for interdepartmental collaboration and representation at industry events.
- Strong computer skills, including proficiency in Microsoft Office.
- Excellent attention to detail and strong documentation skills.
- Outstanding verbal and written communication skills.
- Strong organizational and interpersonal skills.
- Exceptional problem-solving abilities.
- Bachelor’s or master’s degree in Business-related field.
- 6+ years relevant experience.
Top Skills
What the Team is Saying
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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.
