Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets .
Deliver timely and accurate information regarding Financial Statements & Analytics Reporting .
Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation .
Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user .
Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions .
Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.
Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work .
Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams .
Assist in training and coaching more junior team members .
Requirements
Good understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts .
I ntermediate understanding of fixed income and equity investments .
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.
Bachelor’s degree or higher in Accounting or Financial/Business-related field.
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