Financial Data Associate

Clearwater Analytics, LLC; Boise (ID); On-site; USD 65,000 - 95,000; Full time

Job summary

Clearwater Analytics is seeking a Financial Data Analyst to monitor and maintain asset data for its clients. The role involves advising on security masters, reference data, asset classes, corporate actions, cash flows, analytics, pricing, and performance, among other topics.

You will work with clients and internal teams to implement robust data solutions, supported by a modern data platform. The ideal candidate has 1+ years in a data/finance role, strong Excel and SQL skills, and a passion for

Qualifications

• Bachelor’s or master’s degree in a business-related field.
• 1+ years relevant experience in a data/finance role.
• Proficiency in Excel and SQL, plus familiarity with reference data concepts.

Responsibilities

• Responds promptly and accurately to inquiries, both internal and external.
• Plans, designs, develops, and assesses data elements to ensure quality.
• Uses manual and automated processes to validate data accuracy.
• Evaluates data vendors for accuracy, timeliness, and completeness of data.
• Collaborates with clients to brainstorm and implement data solutions.
• Maintains real-time securities data accuracy.
• Documents workflows and creates a process repository.
• Performs basic SQL tasks and grows SQL skills.
• Validates investment data against third‑party market data sources.
• Fosters relationships with data providers, clients, and service delivery managers.
• Contributes to maintenance of reference data products.
• Develops foundational knowledge of fixed income and equity investments.
• Ensures procedures stay current and effective.
• Escalates spending queries in a timely manner.

Skills

Advanced Excel

SQL

Reference Data tools

Independent worker

Collaborative work

Learning agility

Microsoft Office

Attention to detail

Documentation

Verbal communication

Written communication

Organizational skills

Interpersonal skills

Problem solving

Education

Bachelor’s or Master’s degree in Business-related field

Tools

Reference Data tools

Job description

Job Summary

The Financial Data Analyst 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.

Responsibilities

Responds promptly and accurately to both internal and external inquiries. Plans, designs, develops, and assesses data elements to ensure quality. Utilizes a combination of manual and automated processes to validate data accuracy. Evaluates data vendors for accuracy, timeliness, and completeness of data. Serves as a content expert in their specialized area of data management. Collaborates with clients and prospects to brainstorm and implement innovative data solutions. Maintains and updates securities data in real-time, ensuring accuracy. Establishes a repository for process documentation, covering workflows not included in standard operating procedures. Performs basic SQL tasks and acquires fundamental SQL skills. Validates investment data by comparing it against third-party market data sources. Nurtures relationships with data providers, clients, and service delivery managers. Contributes to the operational maintenance of reference data products. Develops a foundational understanding of fixed income and equity investments. Reviews and updates procedures to ensure they remain current and effective. Escalates spending queries in a timely manner to address potential issues. Acts as a reliable reference point for assigned tasks, clients, or processes. Ensures compliance with risk and control checks in data management. Analyzes information flow between accounting and custody systems. Develops a working knowledge of corporate bonds and new bond issuance procedures.

Required Skills

Proficiency in advance Excel. SQL skills. Familiarity with technology and tools related to Reference Data. Ability to work independently and collaboratively. Willingness to learn new things and adapt to change. 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.

Education and Experience

Bachelor's or master's degree in Business-related field. 1+ years relevant experience.

Thank you for your interest in a career with Clearwater!

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.

Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with the job description, we encourage you to still apply! You may be just what we're looking for.