Reconciliation Analyst
clearwateranalytics
Reconciliation Analyst
clearwateranalytics· Clearwater Analytics, LLC
About this role
Job Summary:
The Reconciliation Analyst is responsible for comparing investment portfolio data from external sources with an advanced web-based system. Their primary responsibility is to guarantee the prompt and precise delivery of comprehensive portfolio status updates to clients on a daily basis.
Responsibilities:
Meet daily deadlines for reviewing and updating reporting data.
Investigate and address identified issues within the reconciliation system through problem-solving, seeking support from mentors and department experts as needed.
Create and maintain valuable relationships with data providers, clients, and internal stakeholders.
Demonstrate curiosity regarding product innovation opportunities.
Develop familiarity with and competency in using internal tools and processes.
Understand financial concepts and apply them to reconciliation errors.
Communicate effectively with internal and external parties to submit inquiries and provide timely updates on relevant issues.
Required Skills:
Basic understanding of investment, financial, and accounting concepts.
Knowledge of GAAP and/or IFRS will be an added advantage.
Basic understanding of standard security types.
Securities or financial markets experience preferred.
Advanced ability in Microsoft Excel (VLOOKUP, SUMIF, Pivot Tables, VBA, etc.) preferred.
Finance and/or accounting experience preferred.
Strong computer skills, including proficiency in Microsoft Office.
Excellent attention to detail and strong documentation skills.
Outstanding verbal and written communication skills.
Strong organizational and interpersonal skills.
Exceptional problem-solving abilities.
Education and Experience:
Bachelor's degree in accounting, Finance, Business, Mathematics, Sciences, or another related field.
Frequently Asked Questions
Is the salary disclosed for the Reconciliation Analyst position at clearwateranalytics?
The salary for this Reconciliation Analyst role at clearwateranalytics is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Reconciliation Analyst position at clearwateranalytics located?
This Reconciliation Analyst role at clearwateranalytics is based in Office - Boise. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Reconciliation Analyst role at clearwateranalytics full-time or part-time?
This is listed as a Full time position. It is posted as a Reconciliation Analyst role in the Clearwater Analytics, LLC department at clearwateranalytics.
Which team or department does the Reconciliation Analyst at clearwateranalytics belong to?
This Reconciliation Analyst position is part of the Clearwater Analytics, LLC department at clearwateranalytics. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Reconciliation Analyst position at clearwateranalytics?
Click the "Apply Now" button on this page. You will be redirected to clearwateranalytics's official application portal hosted on workday where you can submit your application directly.
When was the Reconciliation Analyst job at clearwateranalytics posted?
This Reconciliation Analyst position at clearwateranalytics was posted on Sep 17, 2026. Apply as soon as possible — early applications are often reviewed first.
Reconciliation Analyst
clearwateranalytics
You'll be redirected to clearwateranalytics's official application page on Workday.