Sr. Analyst - Interfaces Operations

Clearwater Analytics•Chicago, IL

5d•$60,000 - $85,000

About The Position

The Interface Operations team takes ownership of priority queries, workflows, and projects across third-party interfaces, delivering solutions for clients. The role collaborates with Account Management, Interfaces Product, and Interfaces Testing on client developments and enhancements. It reports to the Interface Operations Team Lead. The Sr. Analyst resolves interface breaks, reviews daily and monthly activities, and contributes to process improvement and team building. The role works with clients, external third parties, and internal teams to design workflows transporting trade, position, risk, and analytics data to and from the Enfusion system. It investigates reconciliation queries and resolves issues involving vendor or prime broker data. The analyst serves as a point of contact for internal and external stakeholders, responds to requests, communicates product insights, and strengthens client and vendor relationships through reliable delivery, clear communication, and appropriate expectation-setting.

Requirements

Bachelor’s degree in Finance, Economics, or Accounting.
At least 2 years of experience working at a fund administrator, financial company, prime broker, custodian, or asset manager.
Familiarity with asset classes and financial instruments, including equities, options, futures, FX, fixed income, CDS, and total return swaps, in a middle-office capacity.
Understanding of basic portfolio management concepts, including trading and reconciliation workflows.
Ability to communicate effectively with staff and management at all levels.
Highly organized, self-driven, and a quick learner who can work in a fast-paced environment.
Strong organizational and time-management skills, with the ability to manage work and participate in technical problem-solving.

Responsibilities

Proactively resolve breaks and communicate with third parties about break resolution.
Review daily and monthly activities.
Contribute to process improvement and team building.
Collaborate with clients, external third parties, and internal teams to design workflows for interfaces that transport trade, position, risk, and analytics data to and from the Enfusion system.
Investigate reconciliation queries and resolve issues related to vendor data or prime broker data.
Serve as a trusted point of contact for clients, Sales, Account Management, vendors, prime brokers, and onboarding stakeholders; handle requests promptly and appropriately and communicate key product insights.
Strengthen client and vendor relationships through strong delivery, clear business communication, and appropriate expectation-setting.