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Clearwater Analytics has posted an update on their COVID-19 response. Please see Company Updates for the latest news.

Clearwater Analytics Overview

Boise, ID
1001 to 5000 employees
Company - Private
Investment Banking & Asset Management
$100 to $500 million (USD) per year
About Clearwater Analytics®

Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations make the most of investment ... Read more

Mission: Harness the latest technology to be the world’s trusted source for automated and comprehensive investment accounting and analytics

Company Updates

  • COVID-19

    We continue to hire during the Covid-19 pandemic: Warren Barkley, CTO, Clearwater Analytics, India

  • COVID-19

    I am proud that Clearwater has made community involvement a priority – based on the voices of our employees. When we asked our employees what role Clearwater should play in the communities we operate in, almost 100% of our employees participated in the survey and nearly all of them said they want this to be a company-wide focus. That this is a priority for our employees is clear – in response, we launched a corporate social responsibility (CSR) program, which we call Clearwater Cares.

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Clearwater Analytics – Why Work With Us?

About Clearwater Analytics®

Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations 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.Clearwater aggregates, reconciles, and reports on more than $3 trillion in assets across thousands of accounts daily for our Fortune 500 clients.

Since its founding in 2004, Clearwater has provided a cloud-native solution that helps investors make the most of their data. Investment professionals in more than 25 countries trust Clearwater to deliver timely, validated investment data and in-depth reporting.


Transformative Technology, Transformative Careers

Are you ready to join a company that’s transforming the investment and accounting operations of some of the world’s largest and most-respected brands? Are you looking for a company that strives for constant improvement and encourages its employees to expand their horizons? Are you ready to embark on a career that stretches you intellectually and challenges you every day?

At Clearwater, we recruit the top candidates and equip them with the tools and knowledge to succeed. Our commitment to innovation has made Clearwater a leader in the financial services industry, and it’s what drives our employees to reach new heights in their own careers. 

Clearwater offers full-time employees a competitive compensation and benefits package:

  • Clearwater offers top of the line medical, dental, and vision benefits
  • Employer contributions into a health savings account or flexible spending account
  • 401k employer matching up to 4% 
  • Immediately eligible for paid time off, holiday time, and volunteer time off 
  • Maternity and Paternity leave

Clearwater also offers a variety of additional voluntary benefits for employees to select from.

Client Services

Client Services guides clients from implementation to everyday use. They build long-lasting, impactful relationships and provide clients with expert advice to help them transform their accounting and investment operations processes. Utilizing a combination of innovation, collaboration, and technical expertise, Client Services focuses on empowering our clients and helping them maximize the value they receive from their relationship with Clearwater.

  • Work directly with client contacts, including C-level and other key decision makers to ensure their success
  • Collaborate across teams to solve a variety of complex accounting- and investment-related challenges
  • Find daily opportunities to learn new skills and expand your knowledge base
  • Work in an environment that focuses on team success and efficiency
  • Build a career path defined by the challenges you enjoy most


Data is the lifeblood of Clearwater’s investment accounting solution. For the Data team that manages this flow, success is in the details. The team makes sure data feeds deliver accurate, uninterrupted data every single day.

  • Analyze data content and data handling procedures
  • Work with third-party data providers
  • Use scripting language to write rules to normalize external data to be integrated into the system
  • Review and analyze existing code to make improvements or troubleshoot issues
  • Automate daily process monitoring and reporting
  • Fulfill data mining requests
  • Import and validate initial account reconciliation data
  • Research complex functional issues using a variety of resources
  • Identify patterns and trends to solve problems and inconsistencies
  • Interact frequently with internal departments within Clearwater


Development is the foundation of the Clearwater system. This agile group thrives in a fast-paced team environment that emphasizes collaboration and creativity to build and deploy world-class investment and accounting software. Development teams own the entire development process; taking projects from ideas to deployment.

  • Work in a team environment with embedded specialists in several areas: Developer, QA, SDET, SME, Product Owner, and many more
  • Ownership, responsibility and flexibility to build quality solutions that solve client needs
  • Collaborate with other teams, both in development and across the company
  • Spend the majority of your time designing, architecting, and testing complex web applications, producing tremendous feature enhancements, and reacting quickly to emerging technologies 
  • Use cutting-edge technologies — our main base is written in Java 11 with an Angular front-end
  • Participate in our annual development conference with 30+ presentations, labs, and demonstrations
  • Work in a culture that values work-life balance

Global Delivery

Global Delivery is a specialized department with a singular focus: implementing Clearwater’s integrated SaaS solution for strategic clients — some of the largest corporations, insurers, and investment managers in the world. Leveraging the latest technologies and deep subject matter expertise, Global Delivery strives to shorten onboarding timeframes through standardization and innovation, maximizing long-term client success by maintaining a constant pulse on stakeholder needs.

As a member of Global Delivery’s Program Management, Data Migration, Reconciliation, or Reporting teams, you will:

  • Collaborate with a global, cross-functional team to solve complex challenges and ensure clients convert to Clearwater on time and with a high degree of confidence
  • Interact directly with key client contacts and Clearwater decision-makers on a regular basis
  • Strategize with Clearwater’s software developers to enhance the efficiency of our client onboarding processes and drive the evolution of our product
  • Work in a dynamic, fast-paced environment with ample opportunities for learning and growth


This team drives and defines Clearwater Analytics product development by utilizing strategy and business planning to continually enhance the Clearwater Analytics system. The team works with key stakeholders to clearly communicate these requirements and works with development teams to ensure successful translation of requirements into high-quality software. We cover corporate cash, insurance, and the investment management markets.

Our product team is made up of subject matter experts who have backgrounds in the insurance, securities, or financial markets and have an understanding of the Agile development processes.

  • Perform market research to develop a deep understanding of the market and its participants
  • Assess value and prioritize work that maximizes resources and aligns with the company’s strategy
  • Manage simultaneous projects across multiple development teams Extremely proactive personality with the ability to tactfully communicate and enforce deadlines 


Reconciliation is the foundation of Clearwater’s value to our clients. Through daily research and validation, the reconciliation team creates successful clients by providing on-time, accurate investment information.

As a member of the reconciliation team, you will:

  • Own solutions for complex and challenging problems 
  • Become an expert on various investment vehicles and use that knowledge to make sensible reconciliation decisions
  • Collaborate with client servicing teams to uphold client needs and preferences
  • Regularly communicate with custody banks, asset managers, or clients to gather additional or missing information
  • Understand the current events of the market and apply logical reasoning to investment data inconsistencies 
  • Identify patterns and trends to assist in problem solving
  • Work with internal development teams to improve our reconciliation tools
  • Create more efficient reconciliation through automation

Sales and Marketing

Our Sales and Marketing teams are built to succeed. Their responsibility is to market and sell the best investment accounting software in the world. While Marketing is busy trying new and creative ways to attract attention, it is Sales’ job to meet with and bring in new clients.

Marketing consists of Operations, Demand Generation, Creative, and Content.

Our Sales team is made up of business development representatives, closers, and support.

UK and International

Clearwater’s offices in Edinburgh and London yield opportunities for both sales and client service professionals through a range of positions including data specialties, on-boarding, account management, business development, and more.


Interns shouldn't have to run coffee errands. At Clearwater, an internship is an opportunity to get right to work. Interns serve a vital role for their respective teams and are trusted to contribute meaningful work.

  • Internships available in Sales, Client Services, and Development
  • Opportunities are available year-round
  • Interns come from a variety of schools including Boise State University, University of Idaho, The College of Idaho, Utah State University, BYU-Idaho, Eastern Washington University, and many more
  • Looking for applicants who are in their third or fourth year of school

Overview and Purpose

Clearwater Analytics recognizes the value of time and the positive impact that working together as a team, can have on the quality of life in the communities in which we work and live.  We encourage employees to become involved in their communities, lending their voluntary support to programs that serve others.

Clearwater Analytics Reviews

  • Featured Review

    Helpful (1)

    "Great company to work for"

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Account Manager in Boise, ID
    Current Employee - Account Manager in Boise, ID
    Positive Outlook
    Approves of CEO

    I have been working at Clearwater Analytics full-time (More than a year)


    First, the people. We work with the brightest young talent in the valley. When you're dealing with a hard problem, you have adequate resources to your clients a reasonable and timely solution. Second, the culture. Due to the rigorous interview process, it takes a certain type drive and/or intellect to work here. Those similarities make teamwork/chemistry very easy. Third, the "see it to completion" mentality here. If you identify a problem, you own it to the finish, which I love. There isn't any "passing the buck" here. Fourth, great vacation policy. Fifth, great insurance


    Training - the learning curve here is very steep due to the proprietary systems in place, so even if you have years of work experience, it doesn't mean you're going to jump right in and know what you're doing here

    Advice to Management

    No big complaints here. Most of the managers are very empathetic, which is key. The learning curve is steep, like I mentioned above. I think there needs to be schedule blocks of time for professional development. Although, I do believe the current "learning by doing" approach is the most effective, it's sometimes embarrassing to learn those lessons in front of the clients.

See All 229 Reviews

Clearwater Analytics Photos

Clearwater Analytics photo of: Corporate Headquarters
Clearwater Analytics photo of: Working from home pictures during covid-19
Clearwater Analytics photo of: Offering Yoga and HITT Classes to our worldwide team
Clearwater Analytics photo of: Boise, Idaho team touring India
Clearwater Analytics photo of: New Grad joining CW
Clearwater Analytics photo of: Covid-19
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Clearwater Analytics Interviews



Getting an Interview

Getting an Interview




  1. Featured Interview


    Service Delivery Manager Interview

    Anonymous Employee in Chicago, IL
    Accepted Offer
    Positive Experience
    Difficult Interview


    I applied through a recruiter. The process took 2 weeks. I interviewed at Clearwater Analytics (Chicago, IL) in July 2019.


    Approached by Recruiter initially and set up brief phone interview to see if it was a good fit. I was given information to prep for panel interview which was with several members of different teams. After first panel interview I was asked to do a more in depth interview, which felt like a test of my ability to quickly learn and being able to discuss a few financial related topics. I very much appreciated that they took the guesswork out of how to prepare for the interviews. Communication from recruiters and talent coordinators was remarkably prompt and I was given a definite date range of when I would hear back.

    Interview Questions

    • Why do you want to work at Clearwater Analytics?   Answer Question
    • Explain the difference between a stock and bond.   Answer Question
    • Give us an example of an issue you encountered with a client and how you resolved it.   Answer Question
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Clearwater Analytics Awards & Accolades

  • Innovative Company of the Year, Idaho Innovation Awards, 2012
  • One of the fastest growing technology companies in North America, Deloitte’s Technology Fast 500, 2011
  • Technology Firm of the Year, U.S. Captive Service Award, 2013
  • #67 Idaho's Top Private Companies, Idaho Private 75, 2014
  • Idaho Private 75, Idaho Private 75, 2015
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Pledges & Certifications

Diversity Commitment

Has programs that support a diverse and inclusive workforce

First Job Programs

Maintain entry-level hiring and career development programs to give people career starts

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