Reconciliation Associate
Clearwater Analytics (company site, opens in a new tab)2+ yrsNoidaOn-siteDirect career pageEst. 4.5–8 LPA
Posted on 17 Sept
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Job description
Structured overview of role & requirements
About This Role
- Ensure daily accurate reconciliation of investment portfolio data between external sources and internal systems.
- Guarantee timely delivery of comprehensive portfolio status updates to clients each day.
- Investigate reconciliation discrepancies and coordinate with internal and external stakeholders to resolve issues.
Minimum Requirements
- Bachelor's degree in finance-related or analytical field.
- Minimum 2 years of relevant experience in reconciliation, accounting, or finance.
- Strong proficiency in Microsoft Excel, including advanced functions like VLOOKUP, SUMIF, Pivot Tables, and VBA.
- Basic understanding of investment, financial, and accounting concepts; finance and/or accounting experience preferred.
Ideal Candidate Profile
- Experience working with financial securities or markets to handle reconciliation errors effectively.
- Able to communicate clearly with clients and internal teams about reconciliation issues and updates.
- Skilled in problem-solving and maintaining strong documentation and organizational practices under daily deadlines.