Financial Data Associate

Clearwater Analytics; City of Edinburgh; On-site; GBP 30,000 - 45,000; Full time

Benefits offered by this job

Health insurance

Pension

Gym discounts

Employee discounts

Career progression

Job summary

Clearwater Analytics in Edinburgh is seeking a Financial Data Associate to monitor and maintain asset data for clients, advising on security master, reference data, asset classes, corporate actions, cash flows, analytics, pricing and performance.

You will collaborate across teams to enhance data offerings and modelling, identify data sources, and streamline processes to improve client experience in a fast-paced environment.

Qualifications

• Strong problem solving, math, and communication skills.
• Proficiency with Microsoft Office, including Excel.
• Ability to coordinate complex activities with minimal direction.
• Knowledge of financial instruments or accounting concepts.
• Excellent attention to detail and strong documentation skills.
• Outstanding verbal and written communication skills.
• Strong organizational and interpersonal skills.
• Exceptional problem-solving abilities.

Responsibilities

• Identify and analyse data sources to improve consistency and completeness of data sets.
• Leverage SQL and internal tools to update and maintain security master integrity.
• Communicate complex subjects clearly and concisely.
• Advise clients and internal constituents on handling of complex assets.
• Re-engineer processes to improve automation, speed, and accuracy.
• Work in a fast-paced team to maximize impact across the organisation.
• Collaborate with cross-functional teams to improve client experience and efficiency.

Skills

Problem solving

Communication

Documentation

Attention to detail

Organizational skills

Tools

SQL

Excel

BI tools

Job description

The Financial Data Associate is responsible for monitoring and maintaining asset data for Clearwater’s clients. As content experts, FDAs advise internal and external constituents on the proper handling of critical data topics such as security master, reference data, asset classes, corporate actions, cash flows, analytics, pricing, amortization, performance, derivatives, and alternative assets etc.

You will collaborate with teams across the company to ensure our data offering and asset modelling is truly world class and will be tasked with finding and implementing solutions when deficiencies are identified with an unwavering commitment to client success.

Responsibilities

• Identify and analyse potential data sources which will improve the consistency, timeliness and/or completeness of our data sets.
• Leverage SQL and internal tools to update and maintain security master integrity.
• Effectively communicate complex subjects to in a clear, concise manner
• Advise clients, prospective clients, and internal constituents on proper handling of complex assets.
• Utilise programming and internal tools to re-engineer inefficient processes with the goal of improving system automation, speed, accuracy, and operational workflow.
• Work on a dynamic and fast paced team, applying your analytical and problem solving skills for maximum impact across the organisation and industry.
• Strategize with cross-functional teams to improve our client experience, operational efficiency, and prospective opportunities.

Requirements

• Strong problem solving, math, and communication skills.
• Proficiency working with Microsoft Office, including Excel.
• Work with minimal direction and ability to coordinate complex activities in an evolving environment.
• Knowledge of financial instruments and/or accounting concepts.
• 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.

Desired Experience and Skills

• Ability to read and understand at least one programming language (i.e., Python, Java, VBA, etc.)
• Experience with SQL or other relational databases
• Experience with business intelligence solutions

About Clearwater Analytics®

Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at www.clearwateranalytics.com.

What we offer

• Business casual atmosphere
• Team focused culture that promotes innovation and ownership
• Access to cutting edge investment reporting technology and expertise
• Continual learning, professional development, and career progression including international mobility opportunities.
• A vast range of social and volunteering events
• Competitive salary and benefits package, health and dental insurance, gym discounts, pension, and employee discount platform