Lead Reconciliation Associate
Clearwater Analytics (company site, opens in a new tab)NoidaOn-siteDirect career pageEst. 8–14 LPA
Posted on 7 Sept
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Job description
Structured overview of role & requirements
About This Role
- Ensure accurate and timely reconciliation of investment portfolio transactions and holdings using external data.
- Investigate and resolve reconciliation issues, liaising with clients, data providers, leadership, and internal teams.
- Drive process improvements, mentor analysts, and manage client communications and training initiatives.
Minimum Requirements
- Intermediate understanding of investment, financial, and accounting concepts.
- Finance and/or accounting experience preferred.
- Intermediate knowledge of GAAP and at least one non-GAAP accounting framework.
- Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
- Experienced working with investment portfolio reconciliation and financial reporting systems.
- Capable of managing cross-functional communication among clients, data providers, and leadership.
- Strong problem-solving skills with the ability to lead process improvement and mentor junior staff.