Reconciliation Associate

Clearwater Analytics (CWAN) Reconciliation Associate YesterdaySaved Hybrid Boise, ID, USA Entry level Entry levelFintech • Software • Financial ServicesReconciles investment portfolio transactions and holdings against external provider data, investigates discrepancies, delivers accurate daily client updates, and supports workflow improvements. The role builds relationships with clients and data providers, contributes to internal projects, mentors analysts, resolves complex issues, monitors success metrics, and develops training materials. It requires intermediate knowledge of investment, finance, accounting, GAAP, and non-GAAP accounting concepts.Top Skills: Web-Based Portfolio Reconciliation System