Introduction to Clearwater Analytics

Clearwater Analytics® provides web-based, investment portfolio reporting and analytics, for both separately-managed and commingled accounts, to leading institutional investors and fund managers. Designed by successful investment advisors, Clearwater Analytics’ solutions integrate and automate accounting, compliance, performance and risk modules, providing the highest level of portfolio transparency available on the market today. Launched in 2003, with offices in New York and Boise, Idaho, Clearwater Analytics reports on more than $400 billion in assets for approximately 6,000 institutional investors.

Clearwater Analytics is looking for talented individuals who thrive on solving problems and developing new skills. Clearwater offers a competitive compensation package, exposure to cutting-edge Financial Market issues & information, business-casual workplace, beautiful surroundings and work/life balance. 

Account Manager – Statutory Accountant

Responsibilities:

·         Build and manage valuable relationships with clients (insurance companies, institutional investors and investment managers)

·         Manage client inquiries & requests (main contacts include Treasurers & upper-level Accounting Managers)

·         Provide client training (including discussions on Accounting, STAT, GAAP)

·         Deliver timely and accurate information regarding Financial Statements & Analytics Reporting

·         Prepare Quarterly and Annual Statutory Schedules D, DA and E using a state–of-the-art, proprietary, web-based system.

·         Reconcile investment transactions & accounting for portfolios using a state-of-the-art, proprietary, web-based system and answer related questions

·         Manage assigned projects & coordinate necessary resources

Requirements:

·         Statutory Investment Accounting Experience

·         GAAP Accounting Experience

·         Excellent verbal and written communication skills

·         Strong organizational and interpersonal skills

·         Strong problem-solving and math skills

·         Strong computer skills, including Microsoft Office skills

·         Bachelor’s degree in Accounting or Finance

Desired experience and skills:

·         CPA

·         Tax Accounting Experience

·         Securities or financial markets experience

If qualified and interested in learning more, please email your resume to jobs@clearwateranalytics.com . To be considered you must indicate the Job Title in the subject line of your email.  For more information please visit our website at www.clearwateranalytics.com.  Clearwater Analytics is an Equal Opportunity Employer.

To all recruitment agencies: Clearwater Analytics does not accept agency resumes.  Clearwater is not responsible for any fees related to unsolicited resumes.