Hedge Fund Client Success Analyst

Clearwater Analytics, LLC; Chicago (IL); On-site; USD 54,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401(k)

PTO

Parental leave

Medical leave

STD/LTD insurance

Job summary

Clearwater Analytics, LLC is seeking a Hedge Fund Client Support Associate to deliver top-notch operational support and foster strong relationships with global clients. You will address inquiries related to investment accounting, serve as a bridge between clients and internal teams, and provide prompt, precise responses to ensure client satisfaction and advocacy.

The role emphasizes managing inquiries, improving client experience, and collaborating across internal teams to support accurate

Qualifications

• Bachelor’s degree or higher in Accounting or Financial/Business-related field.
• 1+ years of relevant experience in finance and/or accounting.

Responsibilities

• Manage client inquiries across investment accounting, asset classes and financial markets.
• Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
• Complete operational tasks such as account setup, client lockdowns, compliance, reconciliation validation.
• Collaborate with clients to build relationships and enhance their Clearwater experience.
• Validate investment data against third-party market data sources and reconcile transactions.

Skills

Investment accounting

Financial statements

Amortization

Interest income

Accounting concepts

Microsoft Office

Attention to detail

Verbal & written communication

Organizational skills

Problem solving

Education

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

Tools

Microsoft Office

Job description

Clearwater Analytics, LLC is seeking a Hedge Fund Client Support Associate to deliver top-notch operational support and foster strong relationships with global clients. You will address inquiries related to investment accounting, serve as a bridge between clients and internal teams, and provide prompt, precise responses to ensure client satisfaction and advocacy.

The role emphasizes managing inquiries, improving client experience, and collaborating across internal teams to support accurate