The Clearwater Investment Management Client Servicing Team supports clients’ daily trading and investment reporting needs through reconciliation, data validation, and proactive client support.
The team is responsible for the on-going servicing of existing clients and seeks to improve clients’ day-to-day workflow by increasing their knowledge of the Clearwater platform and providing them with effective solutions to their performance and investment reporting requirements.
We work as an extension of our clients’ teams, and we collaborate with them to ensure our product meets their current and future needs.
Clearwater is seeking candidates with Investment Management experience and a commitment to client success. The role will involve working closely with clients to solve complex investments reporting and portfolio accounting challenges, as well as a high degree of collaboration with internal teams and will be located in Boise, ID.
Collaborate directly with clients to build and own valuable relationships and ensure their success
Manage client inquiries & deliver accurate, daily trading balances, risk metrics, compliance reporting, and performance values
Handle complex investment accounting, performance, risk, and compliance requests
Provide client training on best practices around daily operational & trading support using Clearwater
Advise on how to leverage Clearwater's flexible reporting in monthly / quarterly client statements
Reconcile investment activity using custodial and client’s OMS data
Manage assigned projects & coordinate necessary resources
Proactively seek ways to add value to your team & Clearwater
What we look for :
Bachelor’s Degree and 3+ years of directly relevant experience in Investment Management, FinTech, Investment Accounting, or Investment Operations
Working knowledge of financial services, accounting, structured products, derivatives, fixed income securities, etc
Persuasive, clear and concise communication
Commitment to agility, continuous learning, improvement and operational excellence
Competitiveness, creativity, curiosity, passion and drive
Professional certifications i.e. CPA and CFA are desirable
Prior experience with SQL, Python or other databases & coding languages is desirable
What we offer :
Access to cutting edge investment reporting technology and expertise
Continual learning and growth opportunities
Team focused culture that promotes innovation and ownership
Competitive salary and benefits package
Business casual atmosphere
Brand new office in the heart of downtown Boise