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FinTech, SaaS, Investment Management, Data Analytics

Hedge Fund Client Support Analyst

Chicago, ILOnsiteFull Time$48,000–$62,000 /yrPosted 1 month agoVisa sponsorship available

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Required skills

  • investment accounting
  • financial statements
  • amortization
  • interest income
  • accounting concepts
  • Accounting reports
  • Compliance reports
  • Risk reports
  • Performance reports
  • fixed income

Nice to have

  • alternative security types

Role summary

Clearwater Analytics is seeking a Hedge Fund Client Support Analyst to provide exceptional operational support and build strong relationships with their global clients. This role involves managing client inquiries related to investment accounting, financial markets, and reporting, ensuring timely and accurate responses. Responsibilities include completing operational tasks like account setup and reconciliation, validating investment data, and utilizing internal tools to resolve client issues. The analyst will also manage workflow based on metrics, contribute to long-term projects, handle complex queries, and assist in training junior staff. A strong understanding of investment accounting, financial statements, and Microsoft Office is required, with familiarity in reporting suites and intermediate knowledge of fixed income and equity investments preferred.

Hedge Fund Client Support Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal role in delivering prompt, precise, and comprehensive responses to client queries, with the ultimate objective of efficiently resolving a substantial number of issues while ensuring that clients become enthusiastic advocates of Clearwater. 

Responsibilities: 

  • 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. 

  • Deal with some of the more complex client queries. 

  • Assist in training, developing, and coaching more junior staff members, and conduct oversight on their work. 

Required Skills: 

  • Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts. 

  • Familiarity with the core offering of Accounting, Compliance, Risk, and Performance reports. 

  • Intermediate understanding of fixed income and equity investments; a basic knowledge of alternative security types preferred. 

  • Prior experience in finance and/or accounting. 

  • 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 or higher in Accounting or Financial/Business-related field. 


Salary Range:

$52,000 - $70,000 USD Annual

This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

Salary Range

$48,000.00 - $62,000.00

This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

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