Provides operational and client support for investment accounting, financial reporting, asset classes, and electronic trading workflows. Manages account setup, compliance, reconciliations, client lockdowns, FIX connectivity, EMS staging, and drop-copy requests. Troubleshoots investment data and transactions using internal tools and third-party market data. Prioritizes workflow based on quality and productivity metrics, collaborates across teams, manages projects, and coaches junior staff.
FIX Implementations
Job Summary:
Client Servicing 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.
- Assist in training and coaching more junior team members.
Required Skills:
- 4+ years of experience in Financial Services and Investment Technology: Buy-side (OMS, EMS, IMS) or Sell-side product design, development, and deployment.
- Experience of 2-3 year in FIX protocol and broker fix connectivity on global electronic trading systems.
- Overviewing & troubleshooting direct FIX connection request, EMS staging request & Drop copy requests.
- Degree in Finance, Accounting, Economics, Financial Math or related field. An understanding of front to back office workflows for electronically trading workflows, including FIX Protocol.
- A strong understanding of a variety of financial products and derivatives
- Ability to handle and prioritize multiple tasks and work independently
- Excellent verbal and written communication skills
Education and Experience:
- Bachelor’s degree or higher in Accounting or Financial/Business-related field.
- 4+ years of relevant experience.
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