The Product Support Analyst (PSA) serves as an internal subject matter expert in reconciliation, covering data intake to the internal reconciliation service of the Clearwater system. In this role, PSAs provide guidance to internal parties through handling support tickets, questions from Client Services and Global Delivery as well as Product or Development Departments.

Responsibilities: 

• Applies intermediary fixes to reporting while development works on holistic reporting solutions. 

• Interacts with Product Owner and development teams to identify and refine satisfactory reporting requirements. 

• Debug code to root cause defects. 

• Responds quickly, accurately, and thoroughly to internal and external inquiries. 

• Works closely with Software Development Engineers to resolve defects. 

• Submits defects in code updates and retests and verifies these defects once they are fixed. 

• Serves as content expert within reconciliation

• Reviews and provides feedback on requirements, design, and scope documents.  

• Applies acquired skills, procedures, and decision-making best practices to complete a variety of issues in creative ways.  I.e.: cash flows, complex assets, corporate actions, reference data, etc.  

• Looks for opportunities to improve our data and systems and can earn the ability to allocate 30% of their time to work on said projects.  

• Able to fulfill most data mining requests.   

• Works autonomously and answers most requests and inquiries without assistance.  

• Runs pre-built queries, general understanding of SQL fundamentals

Desired Experience and Skills:  

• Strong skills with Excel such as VLOOKUP, SUMIF, Pivot Tables, and Ribbon Utilization. 

• Securities or financial markets knowledge

• SQL and database querying experience

• Excellent attention to detail and strong documentation skills.  

• Outstanding verbal and written communication skills.  

• Strong organizational and interpersonal skills. 

Requirements:  

• Bachelor's/Master’s degree in finance, accounting, economics, data science, data analytics or a related field. 

• 2+ years of relevant experience. 

• Strong analytical and problem-solving skills