Reconciliation Associate jobs in United States
cer-icon
Apply on Employer Site
company-logo

Clearwater Analytics · 12 hours ago

Reconciliation Associate

positionOffice - Boise
timeFull-time
remoteOnsite
seniorityEntry Level
date1+ years exp

Clearwater Analytics is seeking a Reconciliation Associate responsible for comparing investment portfolio data with an advanced web-based system. The role focuses on ensuring timely and accurate portfolio status updates for clients on a daily basis.

AccountingAnalyticsData IntegrationInsurTech

Responsibilities

Meets daily deadlines for the review and update of reporting data
Investigates and takes action on identified issues within the reconciliation system through problem-solving, seeking support from mentors and department experts as needed
Creates and maintains valuable relationships with data providers, clients, and internal stakeholders
Contributes feedback to product teams on internal projects as requested
Demonstrates familiarity and competency with internal tools and processes
Understands financial concepts and can apply them to reconciliation errors
Effectively communicates with internal and external parties to submit inquiries and provide timely updates on relevant issues

Qualification

Investment conceptsMicrosoft ExcelGAAP knowledgeFinancial markets experienceProblem-solvingAttention to detailCommunication skillsOrganizational skillsInterpersonal skills

Required

Basic understanding of investment, financial, and accounting concepts
Bachelor's degree in a finance-related and analytical field
1+ years of directly applicable experience (reconciliation, accounting, or finance)
Excellent attention to detail and strong documentation skills
Outstanding verbal and written communication skills
Strong organizational and interpersonal skills
Exceptional problem-solving abilities

Preferred

Finance and/or accounting experience preferred
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
Strong computer skills, including proficiency in Microsoft Office

Company

Clearwater Analytics

twittertwittertwitter
Glassdoor3.5
company-logo
Clearwater Analytics is a SaaS company, providing automated investment accounting, performance, and analytics for institutional investors.
dateFounded in 2004
location
Boise, Idaho, USA
people-size1001-5000 employees
web-link
https://clearwateranalytics.com

Funding

Current Stage
Public Company
Total Funding
$1.97B
2025-12-21Private Equity
2025-12-21Acquired
2025-05-12Post Ipo Equity· $261.81M

Leadership Team

leader-logo
Sandeep Sahai
CEO
linkedin
leader-logo
James Cox
Chief Financial Officer
linkedin

Recent News

Morningstar.com
Generali Deutschland AG Selects Clearwater Analytics to Modernize and Scale Investment Operations Unit-Linked Fund Business
2026-02-03
legacy.thefly.com
Clearwater Analytics selected by Generali Deutschland for investment operations
2026-02-03
PR Newswire
Clearwater Analytics Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Clearwater Analytics Holdings, Inc. - CWAN
2026-01-24
Company data provided by crunchbase