Lead onboarding of large, complex clients by modeling securities, importing and validating holdings and transactions, automating reconciliations, and collaborating across teams to streamline scalable, repeatable data migration processes.
Description
This role will be responsible for on-boarding some of our largest clients and most complex assets, including everything from determining how best to model certain securities, loading the assets onto our system, as well as establishing data feeds that allow for automated reconciliation and reporting.
Responsibilities
- Re-engineer inefficient processes with the goal of improving system automation, speed, accuracy, and operational workflow
- Leverage SQL and VBA to gather and analyze data to resolve problems and inconsistencies
- Work on a dynamic and fast paced team, applying your analytical and problem-solving skills for maximum impact across the organization and industry
- Strategize with development teams to improve our client on-boarding experience, shorten delivery time frames, and develop repeatable, scalable processes
- Effectively communicate and collaborate with a global team to accurately and efficiently resolve problems and client inquiries
- Import, normalize, enrich, load, and validate investment holdings and transactions data using state-of-the-art software tools and systems
- Collaborate with multiple teams and departments to ensure accuracy and consistency of financial records and data
- Develop and apply domain knowledge regarding complex financial instruments and accounting principles
Requirements
- Bachelor's degree in relevant field
- Excel proficiency
- Experience with SQL or other relational databases is beneficial
- Excellent organizational and interpersonal skills
- Work with minimal direction and be able to coordinate complex activities in an evolving, agile environment
- Dynamic problem solving skills, and an innate sense of curiosity
Internal Applicants: this role is open to Grade 4.2 or 5 applicants
Top Skills
Excel
Relational Databases
SQL
VBA
Similar Jobs at Clearwater Analytics (CWAN)
Fintech • Software • Financial Services
The Graduate Operations Analyst will provide operational support, solve client issues related to investments, and foster relationships with clients, ensuring satisfaction with Clearwater's services.
Top Skills:
MS Office
What you need to know about the Edinburgh Tech Scene
From traditional pubs and centuries-old universities to sleek shopping malls and glass-paneled office buildings, Edinburgh's architecture reflects its unique blend of history and modernity. But the fusion of past and future isn't just visible in its buildings; it's also shaping the city's economy. Named the United Kingdom's leading technology ecosystem outside of London, Edinburgh plays host to major global companies like Apple and Adobe, as well as a growing number of innovative startups in fields like cybersecurity, finance and healthcare.
