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Clearwater Analytics

Reconciliation Analyst

Office - Boiseonsitemid

Posted 3 days ago · via Workday

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About this role

The Reconciliation Analyst's role involves reconciling investment portfolio transactions and holdings with data obtained from external portfolio providers through a state-of-the-art web-based system. They are responsible for ensuring the timely delivery of accurate and detailed portfolio status updates to clients daily. Hours for this position will be 11AM - 8:00PM Mountain Time. Responsibilities: Meets daily deadlines for the review and update of reporting data. Investigates and takes action on identified issues within the reconciliation system. Creates and maintains valuable relationships with data providers, clients, and service delivery managers. Effectively communicates with internal and external parties to submit inquiries and provide timely updates on relevant issues.…

Read the full description on Clearwater Analytics's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: teams

2

Level fit

This role is mid-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Office - Boise. We weight your proximity and willingness to relocate.

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Skills in this role

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