Job Summary:
The Data and Recon Division Lead manages intelligence gathering, data analysis, and strategic decision-making, requiring strong analytical skills, technical expertise, and effective communication. This role also serves as a bridge between management and staff, facilitating global communication and coordination while emphasizing leadership, adaptability, and ethical conduct.
Responsibilities:
Team span, responsible for handling a team of 30 to 50.
Manages projects and resources effectively to maximize company ROI.
Develops objectives and strategies for division performance.
Selects and evaluates projects based on their potential impact and alignment with company goals.
Forecasts and plans for any headcount changes within the division.
Aligns division goals with department Key Performance Indicators (KPIs).
Identifies performance improvement needs within the division and creates development plans for direct reports.
Oversees day-to-day administrative, financial, personnel, and procedural activities for product and/or service operations functions.
Implements efficient and effective integrated processes to improve overall site operations.
Reviews cost and service structures, productivity measures, and delivery methods to achieve planned targets.
Required Skills:
Strong analytical and critical thinking abilities.
Proficiency in technical tools and software such as Jira, SQL (Python, preferred).
Knowledge of various asset types such as equities, fixed instruments, structure instruments, funds etc.
Adaptability to changing environments.
Deep domain knowledge.
Collaborative mindset.
Ability to inspire and motivate teams.
Ability to collaborate and work effectively in cross-functional teams.
Project management skills to manage system upgrades or implementations.
Ability to learn rapidly to act on any team issue.
Understanding of data privacy and security regulations.
Industry experience of reconciliations and data within financial services (Investment, Banking, Insurance, FinTech, etc).
Passion, Perseverance, and Accountability with an innate desire to drive client success.
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.
Education and Experience:
Bachelor’s degree in human resources, business administration, finance, sales and marketing or a related field.
9+ years of relevant experience in leading a cross-functional and collaborative team.
7+ years of relevant experience leading an operational team in a relevant industry- finance, accounting, or tech.
Experienced manager with 7+ years managing high-performing teams.
Top Skills
What the Team is Saying
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
Gallery
Clearwater Analytics (CWAN) Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
