Clearwater Analytics (CWAN)
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Fintech • Software • Financial Services
Reconciles investment portfolio data from external sources against an internal web-based system, ensuring accurate daily client reporting. Investigates reconciliation issues, applies financial and accounting knowledge, communicates with data providers and stakeholders, maintains documentation, and meets daily deadlines. The role also supports internal projects and provides feedback to product teams.
Fintech • Software • Financial Services
Reconciles investment portfolio data from external sources with an internal web-based system, ensuring accurate daily client updates. Investigates discrepancies, resolves reconciliation issues, communicates with clients and data providers, maintains documentation, and provides feedback to product teams. The role requires financial and accounting knowledge, advanced Excel skills, attention to detail, strong communication, and at least two years of relevant experience.
Fintech • Software • Financial Services
Provides operational and client support for investment accounting matters, financial statements, analytics reporting, account setup, compliance, reconciliations, and investment data validation. Responds to client inquiries, resolves issues using internal tools and documentation, manages workflow metrics, collaborates on projects, and assists with training junior team members.
