Financial Data Analyst
Clearwateranalytics Open At a glance
Mid-level Data Analysis & BI role at Clearwateranalytics. Boise · full-time · no salary stated · we estimate $86,000–$135,000 across the United States.
Clearwateranalytics has not published a salary for this role. The figure below is our estimate, not theirs.
dataroles summary, based on the employer's posting.
What you'll do
- Keep client asset and securities records accurate, using manual and automated checks against third-party market data
- Assess data elements for quality and review vendors for accuracy, timeliness and completeness
- Answer internal and client questions, advise on data handling, and help develop practical data solutions
- Document workflows, refresh procedures and support the upkeep of reference data products
- Analyze data movement between accounting and custody systems, while building knowledge of investments and SQL
What you bring
- A bachelor’s or master’s degree in a business-related discipline
- Advanced Excel ability and SQL skills
- Familiarity with technology and tools used for reference data
- Strong attention to detail, documentation, and written and verbal communication skills
Who this fits
This role suits someone who can manage detailed investment data work independently while collaborating with colleagues, clients and data providers. You’ll also need to adapt as you learn new processes and build knowledge of fixed income, equities and corporate bonds. The role is based in Boise.
From the employer
Job Summary:
The 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.
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