Job Description
Job Summary:
The Client Support & Operations Analyst provides first-line client support for hedge fund and institutional investment clients. This role serves as the initial point of contact for day-to-day queries related to trading, positions, valuations, cash balances, reporting, and operational processes. Analysts focus on promptly acknowledging, investigating, and resolving client inquiries, escalating more complex matters to Level 2 teams. The objective is to deliver responsive, accurate, and professional service, ensuring smooth day-to-day operations and an excellent client experience. This position offers hands‑on exposure to key financial operations and client support functions, providing a strong foundation for building a successful career in the competitive financial services industry.
Responsibilities:
- Serve as the first point of contact for client inquiries across multiple asset classes (equities, fixed income, FX, derivatives).
- Provide timely responses to questions from portfolio managers, traders, and operations teams on trading data, positions, P&L views, pricing checks, corporate actions, and standard reports.
- Assist with routine trade lifecycle tasks such as basic trade capture validation, settlement status checks, and reconciliations.
- Help identify and resolve common NAV-related discrepancies, including position or cash breaks, under guidance from L2 teams.
- Address standard corporate actions queries (e.g., dividends, splits, mergers) by verifying event details and updating systems or reports accordingly.
- Conduct initial triage of client issues — replicate and verify reported problems, gather supporting details, and determine resolution or escalation path.
- Escalate complex or technical issues to L2 product, data, or engineering teams, providing comprehensive context to facilitate resolution.
- Manage core Global Delivery tasks, including user and account setup, commissions processing, borrow and financing agreement support, routine reporting, and adherence to compliance requirements.
- Answers incoming phone calls quickly and communicates clearly to make sure clients get timely help.
- Basic understanding of investment operations, capital markets, and accounting principles, including familiarity with common financial instruments.
- Awareness of trade lifecycle stages (trade capture, settlement, reconciliation).
- Demonstrates strong cross‑functional collaboration skills and works effectively with diverse teams.
- Comfort working with equities, fixed income, FX, and derivatives data at a functional level.
- Strong problem-solving skills and attention to detail.
- Good judgment in knowing which issues can be handled and which should be escalated.
- Clear and professional verbal and written communication skills.
- Ability to work effectively in a fast-paced, client-facing environment.
Looking to get Placed? Try our Placement Guarantee Plan
- Degree or diploma in Finance, Accounting, Economics, Business, or related field (or equivalent work experience).
- 2+ years in financial services operations, fund accounting, trade support, or client service.
- Experience in a client-facing role, preferably supporting investment managers or institutional clients.
- Proficiency in MS Excel; familiarity with portfolio management or trade support platforms is a plus.
Skills
AccountingAccounting PrinciplesFinancial OperationsReconciliationsFinanceCashReconciliationIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
About Company
Clearwater Analytics marks its presence as a premier provider of investment portfolio analytics and reporting services for institutional investors around the globe. Founded in 2004 and headquartered in Boise, Idaho, the company has swiftly grown to become a pivotal force in the financial technology sector. Clearwater Analytics specializes in delivering high-quality, web-based solutions that offer comprehensive investment portfolio reporting, analytics, and data management services. Their platform supports a wide range of assets and provides real-time visibility into investment portfolios, enabling clients to optimize investment strategies, reduce risk, and streamline operational processes. Serving a diverse client base, including corporations, insurers, investment managers, and custodian banks, Clearwater Analytics is dedicated to simplifying complex investment data and making financial reporting more efficient and transparent. Through its innovative technology and commitment to client service, Clearwater Analytics continues to redefine how investment data is analyzed and reported in the financial industry.
Important dates & deadlines?
Application Deadline
26 Jun 26, 01:23 PM IST
Similar Jobs
View All
Don't Miss out any Updates
Subscribe now for the latest job alerts
and never miss an update
Lead Client Servicing Associate
Share with
