Financial Data Associate - Real-Time Data & SQL Expert

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

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