Financial Analytics Consultant

2 weeks ago


Boise, Idaho, United States Clearwater Analytics Full time

Position Overview:
The Investment Data Specialist plays a crucial role in overseeing and managing asset information for Clearwater Analytics' clientele.

As subject matter experts, Investment Data Specialists provide guidance to both internal teams and external partners regarding the appropriate management of essential data topics, including security master files, reference data, asset classifications, corporate actions, cash flow analysis, performance metrics, pricing strategies, and derivatives management.


Key Responsibilities:
- Respond promptly and accurately to inquiries from both internal and external stakeholders.
- Design, develop, and evaluate data elements to ensure high-quality standards.
- Implement a mix of manual and automated processes to verify data integrity.
- Assess data vendors for their accuracy, timeliness, and completeness.
- Serve as a subject matter expert in specialized areas of data management.
- Collaborate with clients and prospects to devise and implement innovative data solutions.
- Maintain and update securities data in real-time, ensuring its accuracy.
- Create a repository for process documentation, detailing workflows not covered by standard operating procedures.
- Perform basic SQL tasks and develop foundational SQL skills.
- Validate investment data by cross-referencing with third-party market data sources.
- Foster relationships with data providers, clients, and service delivery managers.
- Contribute to the operational upkeep of reference data products.
- Cultivate a basic understanding of fixed income and equity investments.
- Review and update procedures to ensure they remain relevant and effective.
- Timely escalate spending queries to address potential issues.
- Act as a reliable reference point for assigned tasks, clients, or processes.
- Ensure compliance with risk and control measures in data management.
- Analyze the flow of information between accounting and custody systems.
- Develop a working knowledge of corporate bonds and the procedures for new bond issuances.

Required Qualifications:
- Proficiency in advanced Excel and SQL.
- Familiarity with technology and tools related to Reference Data.
- Ability to work both independently and collaboratively.
- Eagerness to learn and adapt to new challenges.
- Strong computer skills, including proficiency in Microsoft Office.
- Exceptional attention to detail and documentation skills.
- Excellent verbal and written communication abilities.
- Strong organizational and interpersonal skills.
- Outstanding problem-solving capabilities.

Educational Background:
- Bachelor's or master's degree in a business-related field.
- Minimum of 1 year of relevant experience.
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