Gabby R.
About Gabby R.
Gabby R. is an Analyst at Clearwater Analytics, where she manages complex investment accounting and client relationships. She holds a BBA in Information Technology Management and an Accounting Minor from Boise State University.
Work at Clearwater Analytics
Currently, Gabby R. serves as an Analyst at Clearwater Analytics, a position held since 2021. In this role, Gabby handles complex investment accounting, performance, risk, and compliance requests. Gabby coordinates projects across large and strategic clients and engages with custodial banks, data providers, and account managers to ensure the accuracy of financial records. Additionally, Gabby works closely with Account Managers to build and manage relationships with institutional investors and investment managers.
Education and Expertise
Gabby R. studied at Boise State University from 2016 to 2020, earning a Bachelor of Business Administration (BBA) with a focus on Information Technology Management. Gabby also achieved an Accounting Minor during this period. Furthermore, Gabby holds a certificate in Business Analytics, which complements the educational background in accounting and information technology.
Previous Work Experience
Prior to joining Clearwater Analytics, Gabby R. gained diverse work experience in various roles. Gabby worked as an Accountant at Saint Alphonsus for four months in 2021. Gabby also served as an IT Intern at J.R. Simplot Company for three months in 2020. Earlier, Gabby was a Business Assistant at Black Hills Flooring from 2015 to 2016 and worked as a Sales Associate at böhme from 2015 to 2018.
Skills and Responsibilities
In the role of Analyst, Gabby R. reconciles investment transactions and manages accounting for portfolios using a state-of-the-art web-based system. Gabby delivers accurate daily trading balances, risk metrics, compliance reporting, and performance values. The responsibilities also include managing client inquiries and ensuring the accuracy of financial records through engagement with various financial entities.