Financial Data Associate
Job SummaryThe Financial Data Analyst is responsible for monitoring and maintaining asset 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, reference data, asset classes, corporate actions, cash flows, analytics, pricing, amortization, performance, derivatives, and alternative assets etc.Responsibilities Responds promptly and accurately to both internal and external inquiries. Plans, designs, develops, and assesses data elements to ensure quality. Utilizes a combination of manual and automated processes to validate data accuracy. Evaluates data vendors for accuracy, timeliness, and completeness of data. Serves as a content expert in their specialized area of data management. Collaborates with clients and prospects to brainstorm and implement innovative data solutions. Maintains and updates securities data in real-time, ensuring accuracy. Establishes a repository for process documentation, covering workflows not included in standard operating procedures. Performs basic SQL tasks and acquires fundamental SQL skills. Validates investment data by comparing it against third-party market data sources. Nurtures relationships with data providers, clients, and service delivery managers. Contributes to the operational maintenance of reference data products. Develops a foundational understanding of fixed income and equity investments. Reviews and updates procedures to ensure they remain current and effective. Escalates spending queries in a timely manner to address potential issues. Acts as a reliable reference point for assigned tasks, clients, or processes. Ensures compliance with risk and control checks in data management. Analyzes information flow between accounting and custody systems. Develops a working knowledge of corporate bonds and new bond issuance procedures. Required Skills Proficiency in advance Excel. SQL skills. Familiarity with technology and tools related to Reference Data. Ability to work independently and collaboratively. Willingness to learn new things and adapt to change. 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 or master's degree in Business-related field. 1
years relevant experience. What we offer Business casual atmosphere in a flexible working environment Team focused culture that promotes innovation and ownership Access cutting edge investment reporting technology and expertise Defined and undefined career pathways allowing you to grow your own way 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 RSUs as well as employee stock purchase plan and 401k with match Work from anywhere 3 weeks out of the year Work from home Fridays Recommended Skills Adaptability Asset Classes Attention To Detail Cash Management Communication Curiosity Apply to this job. Think you're the perfect candidate? Apply on company site $(document).ready( function() $(#ads-desktop-placeholder).html(
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n Estimated Salary: $20 to $28 per hour based on qualifications.
years relevant experience. What we offer Business casual atmosphere in a flexible working environment Team focused culture that promotes innovation and ownership Access cutting edge investment reporting technology and expertise Defined and undefined career pathways allowing you to grow your own way 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 RSUs as well as employee stock purchase plan and 401k with match Work from anywhere 3 weeks out of the year Work from home Fridays Recommended Skills Adaptability Asset Classes Attention To Detail Cash Management Communication Curiosity Apply to this job. Think you're the perfect candidate? Apply on company site $(document).ready( function() $(#ads-desktop-placeholder).html(
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n Estimated Salary: $20 to $28 per hour based on qualifications.
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