Reconciliation Analyst

Clearwater Analytics (CWAN) Reconciliation Analyst YesterdaySaved Hybrid Boise, ID, USA Entry level Entry levelFintech • Software • Financial ServicesReconciles investment portfolio transactions and holdings against external provider data, investigates discrepancies, updates client reporting, and meets daily deadlines. Builds relationships with clients and data providers, supports workflow improvements and internal projects, analyzes success metrics, mentors analysts, resolves complex issues, and develops training materials. Requires intermediate investment, financial, accounting, and GAAP knowledge, along with strong communication and problem-solving skills.