Hedge Fund Client Experience Specialist

Clearwater Analytics, LLC

Illinois

On-site

USD 52,000 - 70,000

Full time

5 days ago
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Benefits offered by this job

Health insurance
401(k)
PTO

Job summary

Clearwater Analytics, LLC seeks Hedge Fund Client Support Analysts to provide top-tier operational support for global clients. You will handle inquiries on investment accounting, deliver timely financial statements information, and collaborate with internal teams to resolve issues efficiently.

The role emphasizes data validation, knowledge-base navigation, and client-centric communication. A Bachelor’s degree in Accounting or related field is required, with competitive salary and benefits.

Qualifications

  • Bachelor’s degree in Accounting or related field.
  • Familiarity with investment accounting concepts.
  • Experience in finance or accounting preferred.

Responsibilities

  • Manage client inquiries on investment accounting topics.
  • Provide timely information on Financial Statements & Analytics.
  • Complete operational tasks (account setup, lockdowns, reconciliation).
  • Build relationships with clients and internal teams.
  • Validate data against market sources and internal tools.
  • Use knowledge bases to solve client questions, proactively.
  • Prioritize workload by importance and urgency.
  • Support team projects and coach junior staff.

Skills

Investment accounting
Financial statements
Attention to detail
Documentation skills
Verbal and written communication
Organizational skills
Problem-solving
Client relationship
MS Office

Education

Bachelor’s degree in Accounting or Financial/Business-related field

Tools

Microsoft Office

Job description

Clearwater Analytics, LLC seeks Hedge Fund Client Support Analysts to provide top-tier operational support for global clients. You will handle inquiries on investment accounting, deliver timely financial statements information, and collaborate with internal teams to resolve issues efficiently.

The role emphasizes data validation, knowledge-base navigation, and client-centric communication. A Bachelor’s degree in Accounting or related field is required, with competitive salary and benefits.

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