Team Lead- Investment Management Division
Clearwater Analytics
 Boise, ID

We are looking for two motivated individuals to join our Investment Management division as a team lead! The roles will support our East Coast and NAIC Asset Manager clients. The clients range from all sizes and invest in a variety of asset classes.

Responsibilities


  • Ensure client success through the accurate and timely delivery of data

  • Sponsor and Manage Client Relationships

  • Recognizes relationship between client and employee success

  • Focused on strategy and execution of operational efficiency initiatives

  • Level 1 Servicing - quick, thorough and accurate responses to client inquiries - never leave client in the dark

  • Level 2 Servicing - create and seize opportunities to increase value 

Qualifications: 


  • Bachelor’s degree in related field and 3-5 years post graduate work experience

  • Finance and/or accounting work experience preferred

  • Knowledge of GAAP/STAT/Tax, fixed income investments, securities or financial markets experience

  • Proven history of proficient Excel use

  • Ability to concisely convey information through verbal and written communication

  • Dynamic problem solving skills, and a sense of curiosity

  • Strong organizational and interpersonal skills

  • Intense desire to learn and improve at a rapid pace every day

  • Currently resides in Boise or is willing to relocate

What we offer:


  • Headquarters in the heart of downtown Boise

  • Business casual atmosphere in a flexible working environment

  • Team focused culture that promotes innovation and ownership

  • Access to cutting edge investment reporting technology and expertise

  • Continual learning, professional development and growth opportunities

  • Competitive salary and benefits package; including health, vision and dental

  • Additional benefits including PTO, 401(k) with 4% employer match