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. 

Chicago Salary Range: $48000 - $52000