Senior Investment BI & Reporting Analyst

Clearwater Analytics (CWAN); Boise (ID); On-site; USD 90,000 - 140,000; Full time

Job summary

Clearwater Analytics seeks a Technical Data Analyst to design, build, and maintain BI dashboards and reports for investor and portfolio reporting. You will deliver performance and ad hoc analytics, translating client requirements into actionable deliverables.

You will work with clients, investment teams, and project management to ensure data quality and reliable analytics, leveraging SQL/NoSQL and cloud data pipelines.

Qualifications

• Bachelor’s degree in data analytics, statistics, accounting, finance, computer science, or related discipline.
• 5+ years of relevant experience in business intelligence, financial/investment reporting, data analytics, and visualization.
• Hands-on experience with SQL and NoSQL databases.
• Experience with data visualization tools such as Tableau, Power BI, or D3.js.
• Proficiency with BI and data visualization platforms (Power BI, Tableau, Looker).
• Knowledge of data governance and best practices in data management.
• Cloud platforms and big data technologies (AWS, GCP, Azure).
• Programming languages like Java, Python, VBA.

Responsibilities

• Design, build, and maintain the BI dashboards and reports our clients and their end users use for investor and portfolio reporting.
• Produce accurate, timely investment and financial reporting—including performance, portfolio, and ad hoc analytics—tailored to client and end-user needs.
• Develop data visualizations and self-service BI tools that make complex investment data clear and actionable for clients and their end users.
• Analyze investment and financial data, delivering insightful reports and commentary on outcomes, trends, and performance drivers.
• Partner with clients, investment teams, and project management to gather reporting requirements and translate them into client-ready deliverables.
• Combine data from multiple sources into comprehensive, reconciled datasets that support reliable reporting and analytics.
• Build and maintain the data systems and pipelines that feed BI and reporting solutions.
• Continuously improve data quality, reporting accuracy, and reliability to uphold the highest standards.

Skills

Power BI

Tableau

Looker

SQL

Python

Data visualization

ETL processes

Data governance

NoSQL

D3.js

Education

Bachelor’s degree in data analytics, statistics, accounting, finance, computer science, or related discipline

Tools

Power BI

Tableau

Looker

D3.js

SQL

NoSQL

Job description

Clearwater Analytics seeks a Technical Data Analyst to design, build, and maintain BI dashboards and reports for investor and portfolio reporting. You will deliver performance and ad hoc analytics, translating client requirements into actionable deliverables.

You will work with clients, investment teams, and project management to ensure data quality and reliable analytics, leveraging SQL/NoSQL and cloud data pipelines.