Operations Intern
Clearwater Analytics (company site, opens in a new tab)MumbaiOn-siteDirect career pageEst. 1.5–4 LPA
Posted on 17 Sept
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Job description
Structured overview of role & requirements
About This Role
- Assist in reconciliation by matching internal transaction records with custodian, broker, and bank statements and logging discrepancies.
- Support trade affirmation workflows and data entry of investor transactions into the Enfusion portfolio accounting system.
- Shadow daily NAV production, monthly trial balance reconciliation, and help prepare operational status reports.
Minimum Requirements
- Currently pursuing or recently completed Bachelor's or Master's degree in Finance, Economics, Commerce, Accounting, Business Management, or related quantitative field.
- Strong Microsoft Excel skills including VLOOKUP/XLOOKUP, INDEX/MATCH, pivot tables, and managing large datasets.
- Basic understanding of financial statements, general ledger accounting, and fund valuation impacts of corporate actions.
- Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
- Comfortable working within controlled, process-driven environments focused on accuracy and compliance.
- Intermediate knowledge of fixed income, equity investments, and basic alternative securities understanding.
- Capable of adhering to structured SOPs, managing time under pressure, and eager to learn financial software and operational workflows.