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About the Role

Hedge Fund Client Support Associates deliver operational support and build relationships with global clients. They address inquiries on investment and accounting matters, acting as a liaison between clients and internal teams to resolve issues efficiently and foster client advocacy.

Responsibilities

• Manage client inquiries and requests regarding investment accounting, asset classes, and financial markets.
• Provide timely and accurate information for Financial Statements & Analytics Reporting.
• Complete operational tasks including account setup, client lockdowns, compliance, and reconciliation validation.
• Collaborate directly with clients to build relationships and enhance their user experience.
• Validate investment data against third-party market data sources and use proprietary tools for reconciling investment transactions.
• Utilize knowledge base and documentation to proactively solve client queries using internal tools and resources.
• Manage workflow based on productivity and quality metrics, prioritizing high-importance or critical work.
• Undertake team and client-related long-term projects, potentially collaborating with other internal teams.
• Handle complex client queries.
• Assist in training, developing, and coaching junior staff, and oversee their work.

Requirements

• Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
• Familiarity with core Accounting, Compliance, Risk, and Performance reports.
• Intermediate understanding of fixed income and equity investments; 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.

Location

• New York

Work Type

• Full-time

Experience Level

• 1+ years of relevant experience

Education Level

• Bachelor’s degree or higher in Accounting or Financial/Business-related field

Salary/Compensations

• $54,000 - $70,000

Benefits

• Health/vision/dental insurance
• 401(k)
• PTO
• Parental leave
• Medical leave
• STD/LTD insurance benefits

About the Company

• Clearwater Analytics is a company that provides operational support and fosters client relationships globally.

Equal Opportunity

• 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.