Sr. Analyst - Interfaces Operations

Clearwater Analytics India; United States; Remote; USD 60,000 - 85,000; Full time

Benefits offered by this job

Business casual atmosphere

Team focused culture

Access cutting edge investment tech

401k with match

PTO and volunteer time off

Defined and undefined career pathways

Work from anywhere 3 weeks out of the

Work from home Fridays

Maternity and paternity leave

Job summary

Clearwater Analytics is hiring for an Interface Operations role in the United States. You will resolve breaks with third parties, review daily/monthly activities, and collaborate to design workflows that move trade, position, risk, and analytics data to and from the Enfusion system.

Requirements include a Finance/Economics/Accounting degree and 2+ years in a financial services setting, with strong communication and organizational skills for a fast-paced environment.

Qualifications

• Bachelor's Degree in Finance, Economics, Accounting.
• 2+ Years of experience working at a fund administrator, financial company, PB, custodians or asset manager.
• Familiarity with asset classes and financial instruments (Equities, Options, Futures, FX, Fixed Income, CDS, Total Return Swaps, etc.) in a middle office capacity.
• Understanding of basic portfolio management concepts, including trading workflows and reconciliation workflows.
• Proven ability to effectively communicate with all levels of staff and management.
• Highly organized, self-driven, quick learner, and able to work in a fast-paced environment.
• Strong organization and time management skills as this hire will both manage and need to get involved in technical problem solving.

Responsibilities

• Proactive break resolution - 3rd party communication related to break resolution.
• Review of Daily and Monthly activities.
• Contribute to process improvement and team building related to all the above responsibilities.
• Collaborate with clients, external third parties, and internal teams to design workflows for interfaces that transport trade, position, risk, and analytics data to and from the Enfusion system.
• Conduct investigation for reconciliation queries, resolving any issues relating to vendor data/prime broker data.
• Be part of a team who are the trusted point of contact within the firm to collaborate with internal and external stakeholders to handle requests promptly and appropriately.
• Strengthen our client and vendor relationships through strong delivery, clear business communication, and setting appropriate expectations.

Education

Bachelor's Degree in Finance, Economics, Accounting

Job description

The Team:

The Interface Operations team are responsible for taking ownership of priority queries, workflows, and projects across third party interfaces, consistently delivering optimal solutions for clients. The team will collaborate with Account Management, Interfaces Product and Interfaces Testing on new development and enhancements for clients. This role will report to the Interface Operations Team Lead.

What You'll Do:

• Proactive break resolution - 3rd party communication related to break resolution
• Review of Daily and Monthly activities
• Contribute to process improvement and team building related to all the above responsibilities
• Collaborate with clients, external third parties, and internal teams to design workflows for interfaces that transport trade, position, risk, and analytics data to and from the Enfusion system.
• Conduct investigation for reconciliation queries, resolving any issues relating to vendor data/prime broker data.
• Be part of a team who are the trusted point of contact within the firm to collaborate with internal and external stakeholders (Clients, Sales, AM, Vendors, PB's, Onboarding) to handle requests promptly and appropriately, and communicates key product insights effectively.
• Strengthen our client and vendor relationships through strong delivery, clear business communication, and setting appropriate expectations.

What You'll Need:

• Bachelor's Degree in Finance, Economics, Accounting.
• 2+ Years of experience working at a fund administrator, financial company, PB, custodians or asset manage
• Familiarity with various asset classes and financial instruments (Equities, Options, Futures, FX, Fixed Income, CDS, Total Return Swaps, etc.) in a middle office capacity
• Understanding of basic portfolio management concepts, including trading workflows and reconciliation workflows.
• Proven ability to effectively communicate with all levels of staff and management
• Highly organized, self-driven, extremely quick learner, and able to work in a fast-paced environment
• Strong organization and Time management skills as this hire will both manage and need to get involved in technical problem solving.

What we offer

• Business casual atmosphere
• Team focused culture that promotes innovation and ownership
• Access cutting edge investment reporting technology and expertise
• 401k with match
• PTO and volunteer time off to give back to the community
• Defined and undefined career pathways allowing you to grow your own way
• Work from anywhere 3 weeks out of the year
• Work from home Fridays
• Maternity and paternity leave

Salary Range

$60,000.00 - $85,000.00 This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.