Job Summary:
The Data & Recon Team Lead is responsible for overseeing all aspects of intelligence gathering, data analysis, and strategic decision-making. They must possess strong analytical skills, proficiency in technical tools, and excellent communication abilities. This role requires effective leadership, adaptability to changing environments, and a commitment to ethical conduct and data privacy. The ideal candidate will have deep domain knowledge, strong problem-solving skills, a collaborative mindset, and the ability to inspire and motivate teams.
Responsibilities:
Team span, responsible for handling a team of 5 to 10.
Develops and maintains positive and collaborative relationships with other departments within the organization to enhance the integration of division products and services.
Establishes and achieves goals for the team, ensuring alignment with organizational objectives.
Manages the team's budget and resources efficiently to maximize productivity and effectiveness.
Ensures the team consistently meets deadlines and delivers on its commitments.
Designs and implements the team's training and development plan to enhance skillsets and knowledge.
Provides regular feedback and coaching to team members to support their growth and performance improvement.
Demonstrates awareness of security risks associated with the team's work and proactively takes steps to mitigate those risks.
Engages in strategic thinking about the team's work, identifying trends, generating innovative ideas, and making recommendations that benefit the company.
Leads and mentors other team members, offering guidance, support, and opportunities for skill and knowledge development.
Builds and sustains a high-performing team by fostering collaboration, open communication, and trust among team members.
Motivates and inspires team members to achieve their goals by setting clear expectations, offering regular feedback, and recognizing their accomplishments.
Takes charge of resolving problems within the team, including identifying root causes, formulating and implementing solutions, and monitoring their effectiveness.
Makes decisions that impact the team, considering various options, assessing the implications for team members, and prioritizing the team's best interests in the decision-making process.
Required Skills:
Proven project management skills and ability to engage in multiple initiatives simultaneously.
Proven ability to analyse information and anticipate outcomes to choose the best solutions.
Deep understanding of the team's work and the technologies used to do it. This includes knowledge of data modelling, data warehousing, and data quality assurance.
Understanding of software development lifecycles – including waterfall, agile, etc.
Strong computer skills, including proficiency in Microsoft Office.
Excellent attention to detail and strong documentation skills.
Outstanding verbal and written communication skills.
Strong organizational and interpersonal skills.
Exceptional problem-solving abilities.
Analysing information and anticipating outcomes to choose the best solutions
ability to motivate and inspire team members, as well as provide them with the guidance and support they need to be successful.
Education and Experience:
Bachelor’s and/or master's degree in finance or accounting.
4+ years of relevant experience leading an operational team in a relevant industry- finance, accounting, or tech.
Proven leadership experience within a cross-functional capacity.
Prior experience/familiarity in SQL preferred. An understanding of database concepts and information models is critical.
Skills Required
- Lead and manage a team of 5 to 10 members
- 4+ years of relevant experience leading an operational team in finance, accounting, or tech
- Bachelor's or master's degree in finance or accounting
- Proven project management skills and ability to manage multiple initiatives
- Deep understanding of data modeling, data warehousing, and data quality assurance
- Understanding of software development lifecycles (Agile, Waterfall, etc.)
- Strong computer skills, including proficiency in Microsoft Office
- Outstanding verbal and written communication and strong documentation skills
- Proven leadership experience within a cross-functional capacity
- Prior experience/familiarity with SQL and database concepts
Clearwater Analytics (CWAN) Compensation & Benefits Highlights
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Healthcare Strength — Medical, dental, and vision coverage are provided, with indications that some plans are company‑paid and include dependents, plus vision extras like contacts/glasses coverage and LASIK discounts. Mental health support and HSA/FSA options are referenced alongside core health benefits.
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Retirement Support — A 401(k) with employer matching up to 4% is offered, with immediate/Safe Harbor vesting noted in materials. This provides structured, reliable support for long‑term savings.
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Leave & Time Off Breadth — PTO starts around three weeks and grows with tenure to a higher cap, and offerings include paid company holidays and volunteer time off. Paid parental leave is also provided.
Clearwater Analytics (CWAN) Insights
What We Do
CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights. The result? Investment management that works as seamlessly as your investment strategy. Since our founding in 2004, CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies, asset managers, and hedge funds to asset owners like corporations, endowments, and pension funds managing over $10 trillion in assets.
Why Work With Us
We continue to grow, fueled by a strong foundation, an ambitious vision, and a commitment to delivering exceptional value to our clients, partners, and team members around the world. What started as a bold idea in Boise, Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices
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Clearwater Analytics (CWAN) Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.


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