Portfolio analyst Work, Jobs in Currie, Edh (with Salaries)

Subject Matter Expert - Implementations
Clearwater Analytics, Ltd. —Edinburgh
- Microsoft Excel
- Bachelor's degree
- Accounting
Quick apply
Senior/Principal Wind Energy Yield Analyst
AECOM —Edinburgh
- Full-time
- Hybrid work
- Engineering
- Data analysis skills
- Master's degree
Project Director - Controls Analytics
AECOM —Edinburgh
- Full-time
- Hybrid work
- Engineering
- Leadership
Product Manager - Reference Data
Addepar —Edinburgh
- SQL
- AI
- Python
Quick apply
Asbestos Consultant / Senior Asbestos Consultant
Tetra Tech —Edinburgh
- Hybrid work
- Analysis skills
- Travel
- Communication skills
Client Delivery Advocate - Analyst
iCapital —Edinburgh
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Computer Science
13d
Supplier Change Analyst, RS&AM
Standard Life —Edinburgh
- From £34,100 a year
- Analysis skills
- Annual leave
5d
Senior Project Manager - Finance
M&G plc —Edinburgh
- Full-time
- Hybrid work
- Military
- Analysis skills
- Project management
- Annual leave
Client Portfolio Manager
Hymans Robertson LLP —Edinburgh
- Full-time
- Hybrid work
- Sales
- Business development
- Organisational skills
Quick apply
6d
Strategic Pricing Analyst 2
IQVIA —West Lothian
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Bachelor's degree
- Employee discount
22h
Senior Analyst
SSE —Edinburgh
- £51,600 - £77,400 a year
- Full-time
- Employee discount
5h
Part-Time Qualified Laboratory Analyst - Livingston
Vadella —Livingston
- £14.00 - £14.49 an hour
- Monday to Friday
- Microsoft Word
- Microsoft Excel
- Laboratory experience
- Annual leave
- Employee discount
Quick apply
14d
Asbestos Consultant - Livingston
Vadella —Livingston
- £31,990 - £43,535 a year
- Weekend availability
- IT
- Communication skills
- Annual leave
- Employee discount
Quick apply

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Subject Matter Expert - Implementations

Clearwater Analytics, Ltd. -
Edinburgh

Quick apply

Job details

Qualifications

Microsoft Excel
Bachelor's degree
Accounting
Organisational skills
Accounting
Communication skills

Full job description

About Clearwater Analytics®

Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organisations make the most of investment portfolio data with cloud-native software and client-centric servicing. Every day, investment professionals worldwide trust Clearwater to deliver timely, validated investment data and in-depth reporting.

Job Description:

The Global Delivery division is responsible for onboarding all new clients onto Clearwater’s SaaS platform. As SME, you will work on a variety of client implementations to provide domain expertise in investment accounting, financial markets, and regulatory reporting. You will be an integral part of a collaborative division spanning Analysts, Team Leads and Project and Program Managers.

Responsibilities:

Develop and apply deep domain expertise to evaluate requirements and configure solutions to meet a wide range of investment accounting and reporting needs for Clearwater's largest clients.

Develop a deep understanding of Clearwater’s product.

Strategize with development teams to enhance our product offering, improve our client on-boarding experience, shorten delivery time frames, and develop repeatable, scalable processes.

Effectively communicate and collaborate with a global team to resolve problems and client inquiries accurately and efficiently.

Spread your knowledge by designing and implementing training materials and SOPs.

Managed assigned projects and coordinate necessary resources.

Required Skills:

Knowledge of investment accounting policies and procedures

Knowledge of: Securities or financial markets, especially derivatives, alternatives, structured products, and/or fixed income, is good to have.

Understanding of challenges in the industry (reporting, accounting, data...)

Proven history of proficient Excel use

Ability to concisely convey information through verbal and written communication.

Dynamic problem-solving skills, and an innate sense of curiosity with motivation to continually learn and solve problems for our clients.

Excellent organizational and interpersonal skills

Education and Experience:

Bachelor's degree in Accounting, Finance, or related discipline

Relevant experience in any of the following: Asset Management, Insurance, Audit, FinTech, Investment Accounting, or Investment Operations

Quick apply

Refine Your Search

portfolio analyst jobs in currie, edh

Subject Matter Expert - Implementations

Senior/Principal Wind Energy Yield Analyst

Project Director - Controls Analytics

Product Manager - Reference Data

Asbestos Consultant / Senior Asbestos Consultant

Client Delivery Advocate - Analyst

Supplier Change Analyst, RS&AM

Senior Project Manager - Finance

Client Portfolio Manager

Strategic Pricing Analyst 2

Senior Analyst

Part-Time Qualified Laboratory Analyst - Livingston

Asbestos Consultant - Livingston

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