Reconciliation Associate
Clearwater Analytics (company site, opens in a new tab)2+ yrsNoidaOn-siteDirect career pageEst. 4–7 LPA
Posted 15h ago
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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.
- Meet daily deadlines for reviewing and updating reporting data, investigating discrepancies, and resolving reconciliation issues.
- Maintain communication and relationships with data providers, clients, and internal stakeholders, providing timely updates and feedback to product teams.
Minimum Requirements
- Bachelor's degree in a finance-related or analytical field.
- 2+ years of directly applicable experience in reconciliation, accounting, or finance.
- Proficiency in Microsoft Excel including advanced features like VLOOKUP, SUMIF, Pivot Tables, VBA preferred.
- Basic understanding of investment, financial, and accounting concepts; knowledge of GAAP/IFRS and securities markets preferred.
Ideal Candidate Profile
- Experienced in daily financial reconciliation within investment or finance domains, able to identify and resolve data discrepancies independently.
- Comfortable working with complex Excel functions and internal tools to analyze financial data.
- Skilled in maintaining clear communication with multiple internal and external stakeholders and providing actionable feedback.