Implementation Analyst
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Before you apply
LocationOffice - Boise
Work modehybrid
Typefull-time
SeniorityMid
Experience2+ yrs
DepartmentImplementation
EquityIncluded
Company size1,001–5,000 people
PostedMay 9, 2024 · 2y ago
Verified live2d ago
May no longer be actively hiring
Posted by the company on May 9, 2024
At a glanceSummarised by Seekless from the posting.
Understanding of TVOM, duration, yield, returns, and risk exposures
Intermediate Technical Skills in Excel (basic formulas and formatting)
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 in related field
2+ years of relevant experience
Experience with relational database principles and SQL querying
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
Skills
Excel
Microsoft Office
SQL
Benefits
Health insurance
Dental insurance
Vision insurance
Life insurance
Maternity leave
Paternity leave
PTO
Volunteer PTO
Employee stock purchase plan
401(k)
Job Summary:
Implementation Analysts are responsible for aiding the onboarding process for new clients onto the company’s SaaS platform and service model. They collaborate with both clients and various Clearwater teams to assess requirements and customize solutions. These solutions are tailored to fulfill the client’s accounting, compliance monitoring, performance measurement, risk analysis, and reporting necessities.
Responsibilities:
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Demonstrates a deep understanding of Clearwater’s core value proposition and effectively communicates its value to clients.
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Takes charge of the onboarding process for clients onto Clearwater’s platform.
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Conducts comprehensive training sessions for Clearwater’s clients, ensuring they become proficient in using the Clearwater platform.
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Communicates project status, issues, and risks in an effective and transparent manner.
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Skillfully troubleshoots and resolves customer issues that may arise during the implementation phase.
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Manages client and internal stakeholder relationships adeptly throughout the entire implementation process.
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Provides valuable consultancy services to clients, ensuring that their goals align with the established project plans and objectives.
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Identifies and promptly escalates any identified risks and issues to the Project Manager for appropriate action.
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Applies acquired skills, procedures, and best practices in decision-making to successfully complete various tasks.
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Earns trust by consistently delivering accurate, timely, and comprehensive responses to routine inquiries, both in written and verbal contexts.
Required Skills:
•
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 preferred.
•
Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income preferred.
•
Project management skills preferred.
•
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.
Education and Experience:
•
Bachelor’s degree in related field.
•
2+ years of relevant experience.
•
Experience with relational database principles and SQL querying.
What we offer:
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Business casual atmosphere in a flexible working environment
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Team focused culture that promotes innovation and ownership
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Access cutting edge investment reporting technology and expertise
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Defined and undefined career pathways allowing you to grow your own way
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Competitive medical, dental, vision, and life insurance benefits
•
Maternity and paternity leave
•
Personal Time Off and Volunteer Time Off to give back to the community
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RSUs as well as employee stock purchase plan and 401k with match
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Work from anywhere 3 weeks out of the year
•
Work from home Fridays