The Reporting Operations role is responsible for the creation and set up of new custom financial reporting for existing clients. They will also establish customized reports as per client specifications during the Client Onboarding stage.
What You’ll Do:
- Onboard new clients onto the Enfusion platform and set up “customized” reports for various business monitoring needs
- Oversee the reporting requests from existing (Live) clients in addition to the onboarding clients
- Take part in client calls to discuss, understand and scope out reporting requirements during the onboarding/implementation stage
- Leverage the system to build impactful reports for COO’s / CIO’s, Portfolio Managers, Traders, Operations teams, Risk officers, and Fund Accountants
- Advise clients on reporting best practices and partner with clients to create custom Position and P&L reports, Trade and order blotters, Post Trade Compliance and Regulatory reports, Exposure analysis, Bespoke Risk and Scenario reporting, financial statement reporting, and much more within the platform
- Construct custom fields/columns using Java/JavaScript code to meet the varying needs of our diverse client base
- Work closely with solutioning and project managers to ensure we consistently meet the business needs of growing and evolving client base.
- Partner with the Product Management team to work on complex reporting requirements and determine product enhancements with respect to columns/fields
What You’ll Need:
- Bachelors Degree in Computer Science, Finance, Accounting, or related field preferred
- Knowledge of Java Script
- Organized, detail-oriented, and excellent analytical skills
- Methodical and determined approach to problem-solving
- Ability to handle and prioritize multiple tasks and work independently
- Excellent verbal and written communication skills
- 4+ years of front office/middle office/back-office reporting and/or custom reporting experience at a prime broker, fund administrator, investment management company, or financial technology firm
- Client-facing experience will be beneficial
Skills Required
- Bachelors Degree in Computer Science, Finance, Accounting, or related field
- Knowledge of JavaScript
- Experience constructing custom fields/columns using Java and JavaScript
- Organized, detail-oriented, with strong analytical skills
- Methodical and determined problem-solving approach
- Ability to handle and prioritize multiple tasks and work independently
- Excellent verbal and written communication skills
- 4+ years of front office/middle office/back-office reporting and/or custom reporting experience at a prime broker, fund administrator, investment management company, or fintech firm
- Client-facing experience
What the Team is Saying
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Clearwater Analytics (CWAN) Compensation & Benefits Highlights
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Retirement Support — A 401(k) plan with employer matching (commonly up to 4%) and references to immediate or Safe Harbor vesting indicate solid long‑term savings support. This combination is highlighted across employer materials and job postings.
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Leave & Time Off Breadth — Immediate eligibility for PTO, paid holidays, and volunteer time off is noted, alongside paid maternity and paternity leave. This breadth suggests a well-rounded time‑off framework from day one.
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Parental & Family Support — Paid parental leave is complemented by childcare benefits, a Dependent Care FSA, and amenities such as an onsite Mother’s Room. These provisions point to tangible support for families.
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.
