Implementation Associate
Clearwater AnalyticsOffice - Boise
Posted March 30, 2026
54000 - 70000 USD
Full Time
About the Company
Clearwater Analytics (NYSE: CWAN) is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations. Clearwater aggregates, reconciles, and reports on more than $6.4 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide. For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients. With global headquarters in Boise, Idaho, and offices in Edinburgh, Frankfurt, London, New Delhi, New York, Paris, Seattle, Singapore, and Washington D.C., Clearwater sets the new global standard for investment portfolio reporting.
Job Description
Implementation Analysts aid the onboarding process for new clients onto the company's SaaS platform and service model, collaborating with clients and Clearwater teams to assess requirements and customize solutions.
Requirements
- Understanding of TVOM, duration, yield, returns, and risk exposures.
- Intermediate Technical Skills in Excel (basic formulas and formatting).
- Knowledge of investment accounting policies and procedures.
- Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income.
- Project management skills.
- Experience with relational database principles and SQL querying.
- Strong computer skills, including proficiency in Microsoft Office.
- Excellent attention to detail and strong documentation skills.
- Outstanding verbal and written communication skills.
- Strong organizational and interpersonal skills.
- Exceptional problem-solving abilities.
Benefits
- Retirement Plan
- 401k Matching