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Clearwater Analytics Overview

Boise, ID
501 to 1000 employees
Company - Private
Investment Banking & Asset Management
$50 to $100 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

Company Updates

  • Clearwater Establishes Innovation Center to Transform Technology Offering

    BOISE, Idaho--(BUSINESS WIRE)--Since its founding in 2004, Clearwater Analytics has made innovative technology fundamental to its offering with a cloud-native, multi-tenant solution that improves the accuracy and efficiency of investment portfolio data management, accounting, reconciliation, and reporting.

    Clearwater is investing further in that commitment with the formation of a new Innovation Center. Led by former head of Product Management Justin Reed, the Innovation Center will research, test, and incorporate emerging technologies into the Clearwater product. The Innovation Center is aggressively pursuing machine learning, AI, robotic process automation, blockchain, serverless cloud, and other technologies.

    “This is the next evolution of Clearwater’s innovative culture and ethos,” said Justin Reed, Head of Innovation at Clearwater. “The Innovation Center will solve big challenges with transformative technology and techniques.”

  • Jim Cox Joins Clearwater as Chief Financial Officer

    BOISE, Idaho — June 6, 2019 — Clearwater Analytics® announced today that Jim Cox has joined Clearwater as Chief Financial Officer to oversee the company’s global financial operations. Jim will provide executive-level leadership to guide the company’s financial strategies and growing operational footprint.

    Jim has extensive experience working with public and private companies across a broad range of technology organizations. Previously, he served as CFO of Glassdoor, one of the largest job and recruiting websites in the US, where he oversaw the company’s preparation for initial public offering (IPO) and $1.2 billion acquisition by Recruit Holdings Co., Ltd. Prior to Glassdoor, Jim served as CFO at Lithium Technologies and Advent Software. During his time at Advent, he oversaw a six-year period of sustained growth following the company’s IPO in which revenue doubled and operating income tripled. In 2015, Jim was named Bay Area CFO of the Year in the small to medium public company category by the San Francisco Business Times.

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Clearwater Analytics – Why Work For 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:

  • 100% premium paid for employees' medical, dental, and vision benefits
  • Employer contributions into a health savings account
  • 401k matching with immediate vesting
  • Immediately eligible for paid time off and holiday time

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

"Working for Clearwater is both challenging and rewarding. Every day I get the opportunity to work with well-known companies and come up with creative solutions for a very wide variety questions. I learn something new every day and my clients value the service we provide in a very tangible way. I have had more opportunity for advancement and more interesting work than I’ve had at any other place I’ve worked.”- Ryan, Account Manager

“Clearwater gives so much opportunity to employees - if you get excited about something you can go for it!” – Emily, Implementation Specialist

“I love that Clearwater has provided me with new tools for thinking through problems and has allowed me to grow my abilities and knowledge in the direction I want” - Joel, Sr. Client Service Analyst

“Clearwater has a ‘run towards the fire’ mentality that encourages me to ask comprehensive questions that help me solve diverse and intricate problems” -Lauren, Account Manager

“The most exciting thing about Clearwater are the growth opportunities. I started here 8 months ago and have already been given so many opportunities to contribute to the success of this company. I am challenged every single day and am looking forward to the continued career growth that Clearwater has to offer.” -Laray, Senior Analyst

“My favorite part about working for Clearwater is the opportunity to learn something new and challenge myself every day. It’s a win-win for both clients and employees because we get to help them meet their goals by being creative problem solvers. Downtown amenities are an added bonus to the job too.” - Jordan, Technical Data Analyst

“Passion, persistence, continuous improvement, automation, and a focus on learning are highly valued traits here.”- Matt, IT Team Lead

“Showers and Towel service, plus greenbelt and foothills within a mile, makes getting out for an early workout or lunch run as easy as that kind of thing can ever be.” – Carlson, SDET Manager

“I love the collaboration on my team and with other teams, and there's always something new to learn or a new puzzle to solve. I never get bored and I can always find something that challenges and interests me.”- Rachael, Quality Assurance Analyst  

Clearwater Analytics Reviews

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Clearwater Analytics Chief Executive Officer Sandeep Sahai
Sandeep Sahai
9 Ratings
  • Featured Review

    Helpful (5)

    "Rapidly growing without losing our vision"

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

    I have been working at Clearwater Analytics full-time (More than 5 years)


    Clearwater has experienced rapid growth since I have been here. There were 160 employees when I started and we are nearing 1000 now with no plans to slow growth in the next few years. Despite this rapid growth, Clearwater has done a great job of staying true to our "start-up" roots and what has made us special. The environment strongly encourages collaboration and ego-less interactions. Each person on the team, from interns to 25 year engineers, has their views heard and are encouraged to contribute.

    Pay and benefits are very competitive, especially for the Boise area. Working at Clearwater typically puts you at the top of the pay scale for software engineers without leaving the area. There aren't as many "perks" as you might find at other software companies (no ping pong tables, free sodas, nap pods, etc.) but Clearwater more than makes up for it with work life balance (no death marches here) and empowering people to make a difference.

    The open office environment isn't everyone's cup of tea, but I love it. Being able to have an impromptu discussion with my team at anytime is a huge boost to productivity. It has also helped breed that collaborative environment I mentioned earlier. People are just accustomed to being available to help. Sure this can be distracting at times, but the net gain from teams and people working together more effectively is massive.


    When a company grows as quickly as Clearwater, there will inevitably be growing pains. Introducing processes that allow the company to run efficiently at scale has been bumpy at times. The culture has historically struggled with inclusion (minorities and gender specifically) but has made strides in recent years. Transparency has been problematic but also has improve a bunch with the addition of several executives from other companies.

    Advice to Management

    As we continue to grow, please make every effort to preserve the culture and mentality that has brought us to this point. Indications are that this is being done,. Re-emphasizing around the people that make Clearwater what it is, will go a long way to achieving this goal.

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Clearwater Analytics Photos

Clearwater Analytics photo of: Corporate Headquarters
Clearwater Analytics photo of: National Center for Women & Information Technology Award Ceremony 2019
Clearwater Analytics photo of: Accounting and Finance Expertise
Clearwater Analytics photo of: Work with Large Corporations
Clearwater Analytics photo of: Team Mentality
Clearwater Analytics photo of: Open Floor Plans
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Clearwater Analytics Interviews



Getting an Interview

Getting an Interview




  1. Featured Interview

    Helpful (6)  

    Accepted Offer
    Positive Experience
    Difficult Interview


    I applied online. The process took 4 weeks. I interviewed at Clearwater Analytics in December 2018.


    I applied for an entry-level analyst position. The entire process took ~4 weeks
    1. Interview with HR rep. Very short. Easy. Quizzed you on the documents they sent you about Clearwater, what value Clearwater provides to its clients.
    2. Interview with 2 Clearwater Analysts (mine were from Client services). This interview was the most difficult. They ask you brain teasers, place you in tough situations to show how well you think under pressure.
    3. Interview with 2 Managers. Mostly behavioral questions and asking specifics about my resume.
    4. I was told I would do a final interview for a different position that fit my skillset better. The new position paid better and wasn't entry-level, so I was happy!
    5. Interview with 2 managers in the department I would be working in. Mostly behavioral questions, trying to gauge how my work style would fit w/ Clearwater's culture.
    Tips: They will give you some white papers to study in preparation for the interview. Study them (and Clearwater's website) well because they directly or indirectly hold the answer to every question they could ask you about Clearwater.

    Interview Questions

    • You have two poles that are fifty feet tall connected by a string 100 feet long. The string bends down to where it's almost touching the ground. How far apart are the poles?   1 Answer
    • Why are you leaving your current employer after only a year?   Answer Question
    • Tell me about a project you worked on that you took advantage of to learn a new skill or grow in some way.   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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