Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations make the most of investment portfolio data with cloud-native software and client-centric servicing. Every day, investment professionals worldwide trust Clearwater to deliver timely, validated investment data and in-depth reporting.
Clearwater aggregates, reconciles, and reports on more than $4.5 trillion in assets across many Fortune 500 clients.
Clearwater is paving the way as a leading technology provider for Corporations, Insurers and Investment Managers on a global scale. We are looking for determined individuals who want to help build relationships with our world-class clients and help them maximise the power of Clearwater's software platform from our Edinburgh office. Clearwater will provide motivated individuals with the opportunity to grow their career and build the Clearwater business in Europe.
By working closely with our clients to help them automate processes through the Clearwater platform, you will gain exposure to some of Europe's largest and most recognisable institutional clients.
If you thrive on solving real challenges for your clients, we want to talk to you. An ideal addition is someone who hits the ground running, is excited by consistent challenge, and has an innate desire to solve problems.
Collaborate directly with clients to build valuable relationships and ensure their success (including training and discussions on Accounting, GAAP, STAT, IFRS & GIPS procedures)
Manage client inquiries & requests for timely, accurate information regarding Financial Statements & Analytics (main contacts include C-Level and other key decision makers at world-renowned companies)
Reconcile investment transactions & accounting information for client portfolios
Seek out ways to improve and automate processes
Build productive external working relationships (institutional investors and investment managers)
Work proactively with internal colleagues across a variety of departments and offices