Lead Financial Data Associate

Job Summary: 

The Financial Data Associate 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: 

• Rapid, accurate responses to inquiries. 

• Data element planning, design, and validation. 

• Collaboration with clients and innovation in data solutions.

•  Transition towards critical projects and strategic initiatives.

• Strong understanding of front-office operations. 

• Mentorship of colleagues and active participation in client interactions. 

• Autonomous work and self-evaluation for career growth.

• Validation of investment data against market sources. 

• Maintenance of relationships with data providers and clients. 

• Real-time updates of securities in the database. 

• Operational maintenance of reference data. 

• Deepening knowledge of security types. 

• Compliance with established procedures and risk controls.

• Escalation of pending queries and issue resolution. 

• Contribution to cross-functional projects and root cause analysis. 

• Development and implementation of reference data processes and strategies. 

• Collaboration with stakeholders to understand reference data needs. 

• Oversight of the reference data team and governance policies. 

Required Skills: 

• Proficiency in Microsoft Office, including Excel. Python is nice to have.

• Experience with SQL or other databases.

• Familiarity with business intelligence solutions. 

• Knowledge of financial instruments and accounting concepts. 

• Ability to research and resolve complex reference data issues. 

• Capacity to develop and implement reference data procedures.

• Capability to lead and mentor a team of reference data analysts. 

• Skill in developing and implementing reference data strategies. 

• Aptitude for interdepartmental collaboration and representation at industry events. 

• 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 a business-related field.  

• 2+ years relevant experience. 

What we offer:

• Business casual atmosphere in a flexible working environment 

• Team focused culture that promotes innovation and ownership 

• Access cutting edge investment reporting technology and expertise

• Defined and undefined career pathways allowing you to grow your own way 

• Competitive medical, dental, vision, and life insurance benefits

• Maternity and paternity leave 

• Personal Time Off and Volunteer Time Off to give back to the community

• RSUs as well as employee stock purchase plan and 401k with match  

• Work from anywhere 3 weeks out of the year 

• Work from home Fridays