Hedge Fund Client Support Associate

About the Role

As a Hedge Fund Client Support Associate, you will deliver top-notch operational support and foster strong relationships with Clearwater's global clients. You will address inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. Your role is pivotal in delivering prompt, precise, and comprehensive responses to client queries, ensuring clients become enthusiastic advocates of Clearwater.

Responsibilities

• Manage client inquiries and 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, and 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 demonstrate proficiency in proprietary internal tools for reconciling investment transactions.
• Effectively navigate 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; organize 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.
• Deal with some of the more complex client queries.
• Assist in training, developing, and coaching more junior staff members, and conduct oversight on their work.

Requirements

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

Qualifications

• Bachelor’s degree or higher in Accounting or Financial/Business-related field.
• 1+ years of relevant experience.

Pay

New York Salary Range: $54,000 - $70,000, determined based on relevant experience, other job-related qualifications/skills, and geographic location.

Benefits

• Health, vision, and dental insurance.
• 401(k) retirement plan.
• Paid time off (PTO).
• Parental leave.
• Medical leave.
• Short-term and long-term disability (STD/LTD) insurance benefits.