The Work Index by Flexa

Clearwater Analytics

Clearwater Analytics is a global SaaS company providing automated investment data aggregation, reconciliation, accounting, and reporting for a variety of financial institutions.

7.2

/10

Transparency ranking

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Description

Clearwater Analytics is a leading provider of cloud-based investment accounting, data management, and reporting solutions for corporations, insurers, asset managers, and public sector organizations. They manage over $7.3 trillion in assets globally and are trusted by more than 1,000 organizations. Clearwater's platform offers comprehensive features including automated data aggregation and reconciliation, multi-basis accounting, robust reporting and analytics, and pre-trade and post-trade compliance monitoring. They aim to streamline investment operations by providing accurate, timely, and validated data, ultimately enabling clients to make informed investment decisions, reduce risk, and achieve greater efficiency.

Clearwater is committed to delivering exceptional customer service and support. Their dedicated client services team acts as an extension of their clients' teams, providing ongoing training and support. The company has a strong focus on innovation and is continuously developing new features and enhancements to its platform. They pride themselves on their collaborative and team-focused culture, fostering a workplace where employees are encouraged to be passionate, innovative, and committed to client success.

Flexibility

Clearwater Analytics offers employees a flexible work environment that promotes a healthy work-life balance. They offer a business casual atmosphere, a team-focused culture that encourages innovation and ownership, and the ability to "work from anywhere" for three weeks each year. Additionally, employees have access to a vast range of social and volunteering events and a competitive salary and benefits package.

Hybrid

Benefits

Clearwater Analytics offers a comprehensive benefits package to its employees, including competitive salary and a range of perks designed to support their well-being and career growth. These benefits include Clearwater stock (RSUs), health and dental insurance, gym discounts, a pension plan, and an employee discount platform. Additionally, employees can participate in an Employee Stock Purchase Plan (ESPP) and enjoy three weeks of "work from anywhere" flexibility. The company also fosters a team-focused culture that promotes innovation and ownership, and provides access to cutting-edge investment reporting technology and expertise. There are continual learning opportunities, professional development programs, and career progression paths, including international mobility opportunities. Clearwater also hosts a variety of social and volunteering events for employees.

WFA scheme

Mission

Clearwater Analytics is a global SaaS solution provider specializing in automated investment data aggregation, reconciliation, accounting, and reporting. Their mission is to be the world's most trusted and comprehensive technology platform that simplifies the entire investment lifecycle, ultimately revolutionizing the world of investing. Clearwater empowers investment professionals worldwide to make confident decisions based on accurate, timely, and validated investment data through their cloud-native software and client-centric servicing.

Automation
Data-driven
Disruptor
Environmental impact driven
Sustainability

Culture

Clearwater Analytics promotes a dynamic and collaborative culture that values innovation, execution, and continuous improvement. They are intensely committed to client success, believing that it starts with a passionate and engaged team. Their focus on building a truly differentiated offering drives a collaborative atmosphere where team members are encouraged to learn and grow alongside each other, fostering a sense of ownership and contributing to a truly innovative and thriving work environment.

Agile and dynamic
Collaborative
Engaging
Entrepreneurial
Fast-paced
Fun
People-first
Progressive
Supportive
Transparent

DE&I

Clearwater Analytics is committed to fostering a diverse, equitable, and inclusive workplace. They recognize the importance of diversity and have a programmatic approach that applies DE&I best practices for hiring, promoting, and engaging their employees. They have a global DE&I lead who works with local teams to ensure improvements in the diversity of their workforce and the inclusivity of their workplaces. Clearwater is proud of their progress in this area, particularly their recent addition of a second woman to their Board of Directors.

Ethnically diverse
Gender diverse

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