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Open nowPosted yesterday

Lead Reconciliation Associate

Clearwater Analytics213 open roles

Where
Office - Boise
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Your applicationOpen nowLead Reconciliation AssociateClearwater Analytics · Office - Boise

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  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Clearwater Analytics's own form.

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The clock on this job

Early applications get read.

12.9% of postings close within 7 days. Measured by our own scanner across the market. Clearwater Analytics postings stay open a median of 13 days.

Share of postings closed within
  1. 2.2%1 day
  2. 4.7%3 days
  3. 12.9%7 days
  4. 21.0%14 days
  5. 35.6%30 days
  6. 58.5%60 days
This job: posted yesterday

Clearwater Analytics median: 13 days open

The posting

Job Summary:

The Reconciliation Analyst's role involves reconciling investment portfolio transactions and holdings with data obtained from external portfolio providers through a state-of-the-art web-based system. They are responsible for ensuring the timely delivery of accurate and detailed portfolio status updates to clients daily.

Responsibilities:

  • Meets daily deadlines for the review and update of reporting data.
  • Investigates and takes action on identified issues within the reconciliation system.
  • Creates and maintains valuable relationships with data providers, clients, and service delivery managers.
  • Effectively communicates with internal and external parties to submit inquiries and provide timely updates on relevant issues.
  • Collaborates with product teams on internal projects, acting as a key stakeholder for improvement.
  • Investigates and acts on opportunities to streamline workflows.
  • Provides support and mentorship to other analysts as a subject matter expert.
  • Applies creativity and deep problem-solving skills to resolve complex issues.
  • Acts as a liaison with leadership, clients, and other departments to resolve problems.
  • Drives initiatives for company and team improvement.
  • Monitors and analyzes success metrics, providing support where applicable.
  • Applies market expertise, technical knowledge, and reconciliation concepts to advise on internal and external inquiries.
  • Creates and presents training materials for the department, drawing on relevant expertise.
  • Manages client calls with leadership and stakeholders or sits in on calls for support and experience.

Required Skills:

  • Intermediate understanding of investment, financial, and accounting concepts.
  • Finance and/or accounting experience preferred.
  • Intermediate knowledge of GAAP and at least one non-GAAP acc
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