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Job Description
The Financial Data Analyst monitors and maintains investment data for Clearwater’s clients. As content experts, FDAs advise internal and external constituents on the proper handling of critical data topics such as security master and reference data, asset classes, corporate actions, cash flows, analytics, pricing, amortization, performance, etc.
- Responding quickly, accurately, and thoroughly to internal and external inquiries
- Planning, designing, developing, and performing quality assessments on data elements
- Leveraging manual and automated processes and procedures to validate data accuracy
- Evaluating new and existing data vendors for accuracy, timeliness, and completeness of data
- Serving as content expert in area of expertise
- Advising product/development on ways to improve the quality of our data offering
- Collaborating with clients and prospects to find innovative solutions to their data needs
- Functional Knowledge and Contribution
- Learns to use professional concepts and available resources i.e.: Clearwater Way, Outlook, Clearwater network, etc.
- Develops professional expertise, applies company policies and procedures to resolve a variety of issues. I.e.: reference data issues
- Understands and can reference or explain the general workflow, tools, and Clearwater value proposition.
- Builds own process documentation repository for basic workflows not covered in general SOP’s.
- Adds value immediately and learns as much as possible as work is guided organically by JIRA queue and tasks.
- Tasks run, investigated, and remediated daily.
- JIRA case TAT is under 3 days (0-6 months)
- JIRA case TAT is under 2 days (>6 months)
- JIRA case reopen rate is under 3%.
- JIRA case completion is proportional to the rest of the team after six months.
- Communication
- Adds value through quick, accurate, and thorough responses to inquiries. Acknowledges inquiries within an hour.
- Beginner level SQL – runs pre-built queries, and gains general understanding of SQL fundamentals (modify selects and where clauses)
- Supervision
- Normally follows established procedures on work, requires instructions only on new issues.
- Knowledge of STAT and NAIC guidance
- Excellent verbal and written communication skills
- Strong organizational and interpersonal skills
- Strong problem solving and math skills
- Strong skills with Excel such as VLookUp, SUMIF, Pivot Tables, and Ribbon Utilization
- Bachelor’s degree in related area of study
- Investment accounting experience, CPA preferred
- Knowledge of fixed income investments
- Securities or financial markets experience
SQL query writing skills
Skills
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About Company
Clearwater Analytics is the leading provider of investment accounting software for reporting and reconciliation services for institutional investors.
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