Clearwater Analytics · 21 hours ago
Hedge Fund Client Servicing Associate
Office - Chicago
Full-time
Onsite
Entry Level
$54K/yr - $70K/yr
1+ years expClearwater Analytics is seeking Hedge Fund Client Servicing Analysts to provide operational support and build strong client relationships. The role involves addressing client inquiries related to investment and accounting matters and ensuring efficient resolution of issues.
AccountingAnalyticsData IntegrationInsurTech
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
Qualification
Required
Good understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts
Intermediate understanding of fixed income and equity investments
Finance and/or accounting experience preferred
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
Bachelor's degree or higher in Accounting or Financial/Business-related field
1+ years of relevant experience
Benefits
RSU's
Company
Clearwater Analytics
Clearwater Analytics is a SaaS company, providing automated investment accounting, performance, and analytics for institutional investors.
1001-5000 employees
H1B Sponsorship
Clearwater Analytics has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (18)
2024 (17)
2023 (15)
2022 (22)
2021 (11)
2020 (11)
Funding
Current Stage
Public CompanyTotal Funding
$1.97B2025-12-21Private Equity
2025-12-21Acquired
2025-05-12Post Ipo Equity· $261.81M
Leadership Team
Sandeep Sahai
CEO
James Cox
Chief Financial Officer
Recent News
Company data provided by crunchbase