Clearwater Analytics (CWAN) · 1 day ago
Reconciliation Analyst
Boise, ID
Full-time
Onsite
New Grad, Entry LevelClearwater Analytics is seeking a Reconciliation Analyst who will be responsible for comparing investment portfolio data from external sources with an advanced web-based system. The main purpose of the role is to ensure the timely and accurate delivery of comprehensive portfolio status updates to clients on a daily basis.
AccountingAnalyticsData IntegrationInsurTech
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
Qualification
Required
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
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
Bachelor's degree in accounting, Finance, Business, Mathematics, Sciences, or another related field
Preferred
Securities or financial markets experience preferred
Advanced ability in Microsoft Excel (VLOOKUP, SUMIF, Pivot Tables, VBA, etc.) preferred
Finance and/or accounting experience preferred
Company
Clearwater Analytics (CWAN)
Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets.
Founded in 2004
1001-5000 employees
H1B Sponsorship
Clearwater Analytics (CWAN) has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (18)
2024 (17)
2023 (15)
2022 (22)
2021 (11)
2020 (11)
Funding
Current Stage
Public CompanyTotal Funding
$1.97B2025-12-21Private Equity
2025-12-21Acquired
2025-05-12Post Ipo Equity· $261.81M
Leadership Team
Sandeep Sahai
CEO
James Cox
Chief Financial Officer
Recent News
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