Client Service Fully Qualified Accountant- Edinburgh, UK recruitment
Clearwater Analytics is a well-respected Software-as-a-Service (SaaS) provider of investment portfolio reporting and analytics. The company currently reports on over $800 billion in assets for over 2,500 institutional investors, including many Fortune 500 companies. Clearwater has offices in Boise, Idaho and New York City. Clients include Cisco Systems, Intuit, eBay, Facebook, Linkedin, Pandora, Hiscox, Oracle, Starbucks, Yahoo! and a number of major banks and investment managers.
Clearwater is looking for talented individuals to join its Clearwater Client Service Team and build the new Clearwater UK office in Edinburgh. The Clearwater Client Service Team builds and maintains relationships with Clearwater’s clients, including some of the world’s most well-known institutional investors, custody banks, and asset managers. Clearwater UK will provide motivated individuals with the opportunity to grow their career and build the Clearwater business in Europe, backed by the foundation of success established by Clearwater in the US. Highly trained and Certified Client Service Accountants utilize excellent verbal and written communication, problem-solving and math skills to assist with client inquiries and requests, reconcile investment transactions, and manage assigned projects.
Responsibilities:
- Build and manage valuable relationships with clients (institutional investors and investment managers)
- Manage client inquiries requests (main contacts include Treasurers upper-level Accounting Managers)
- Provide client training (including discussions on Accounting, GAAP, STAT GIPS procedures)
- Deliver timely and accurate information regarding Financial Statements Analytics Reporting
- Reconcile investment transactions accounting for portfolios using a state of the art web-based system and answer related questions
- Manage assigned projects coordinate necessary resources
Requirements:
- 1-2 years finance and/or accounting experience
- Strong undergraduate degree or equivalent, preferably in a numerically based subject
- Fully qualified accountant (ACA/ ACCA), preferably Big 4-trained
- Excellent verbal and written communication skills
- Strong problem solving and math skills
- Strong computer skills, including Microsoft Office skills
- Right to work full time in the UK
Desired experience and skills:
- Securities or financial markets experience
- SQL query writing skills