Lead Reconciliation Implementation Associate
Clearwater Analytics (company site, opens in a new tab)2+ yrsNoidaOn-siteDirect career pageEst. 6–10 LPA
Posted on 14 Sept
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Job description
Structured overview of role & requirements
About This Role
- Establish reconciliation processes and thresholds for clients, focusing on automation and scalable operating models.
- Complete reconciliation for client investment books during onboarding, normalize, back reconcile and automate data workflows.
- Collaborate with stakeholders and communicate progress and risks to Stream Leads and PMs, ensuring accurate investment data reconciliation.
Minimum Requirements
- Bachelor’s or Master’s degree, preferably in finance or accounting.
- 2+ years of relevant experience in reconciliation or financial data analysis.
- Basic knowledge of Excel (VLOOKUP, SUMIF, Pivot Tables) and proficiency in Microsoft Office.
- Strong understanding of investment accounting concepts, financial statements, amortization, interest income, and yields preferred.
Ideal Candidate Profile
- Experienced in investment and financial data reconciliation with a focus on automation and scalable processes.
- Comfortable working with vanilla fixed income and equity investment products and related security types.
- Demonstrates strong analytical, problem-solving skills and communicates effectively with multiple project stakeholders.