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The Role
Leads reconciliation operations, quality, client support, automation, training, and process improvement. Provides technical guidance on reconciliation systems, researches complex assets, supports audits and SOC 1 compliance, advises stakeholders, and manages strategic projects. Requires advanced reconciliation and Excel expertise, Clearwater knowledge, strong communication, and 6+ years of relevant experience.
Summary Generated by Built In
Job Summary: The Lead Recon Associate in Reconciliation demonstrates mastery in their domain and continuously expands their expertise in new reconciliation tools and processes. They identify opportunities to improve accuracy and scalability, offering solutions through collaboration with internal teams, leadership, and external contacts. They are regarded as a trusted advisor and consultant for the reconciliation department, supporting teams with complex tasks and projects to ensure client success. Additionally, they provide ongoing education on technology updates within their domain and often serve as consultants both internally and externally, covering the entire reconciliation process and system flow from aggregation to enrichment and delivery. Responsibilities: Serves as a trainer within their department, conducting 8-10 small group training sessions annually. Ensures quality reconciliation and operational performance, adhering to client expectations and SOC 1 Compliance, and provides support for internal audit queries. Recommends and advises on system improvements, monitors design progress, and prepares design updates for their department. Proactively anticipates challenging assets, conducts research, and provides guidance internally and externally on expected challenges. Leads, advises, and encourages others in automation initiatives, serving as a sought-after resource for the department and reconcilers seeking consultation. Is frequently sought out by the department for recommendations and technical guidance on Recon Tool system problems. Works with clients requiring independent action and a high degree of initiative, handling post-live reconciliation, automation, and process development for any client. Demonstrates awareness of available resources and correctly identifies the appropriate tools for research in projects they are responsible for. Collaborates with management to complete 2-3 projects annually that align with the department's strategic initiatives. Effectively manages assignments within the team, balancing workload, client success, and leadership expectations to deliver on assignments and projects. Is trusted to consistently deliver accurate, timely, and thorough responses to project stakeholders in both written and verbal contexts. Selects, develops, and evaluates projects to improve 2-3 strategic initiatives annually, leveraging Lean Six Sigma practices. Identifies opportunities for improvement and collaborates with stakeholders to implement solutions that positively impact the department. Required Skills: Advanced knowledge in tooling and applications used in their day-to-day work, such as Recon Tool, Confluence, Outlook, Jira, Grafana, ACE, etc. They have an intermediate understanding of all aspects of reconciliation, including the Clearwater End to End data flow and all system interactions related to reconciliation processes. They have vast knowledge of Excel and are skilled in using various functions such as CW excel ribbons, MATCH-MATCH, PIVOT, SUMIF, COUNTIF, INDEX, VLOOKUP, etc. They have intermediate familiarity with Clearwater-specific assumptions and functionality in the industry, making them a trusted advisor for any client inquiry. 2+ years of experience reconciling accounts. Preferably 1+ year in another department or team. 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: Bachelors/master's course in Finance or Accounting or related field. 6+ years of relevant experience. Skills to look forPortfolio AccountingInvestment AccountingCash and Asset ReconciliationAsset Manager Cash and Stock Reconciliation and ResearchIncome/FX/Corporate Action Reconciliations , Capital Market.What are bonds, derivative ,fixed income.Corporate Action Events.
Skills Required
- Advanced knowledge of reconciliation tooling and applications, including Recon Tool, Confluence, Outlook, Jira, Grafana, and ACE
- Intermediate understanding of reconciliation processes, Clearwater end-to-end data flow, and related system interactions
- Advanced Microsoft Excel proficiency, including MATCH-MATCH, PivotTables, SUMIF, COUNTIF, INDEX, and VLOOKUP
- Intermediate familiarity with Clearwater-specific assumptions and functionality
- At least 2 years of experience reconciling accounts
- At least 1 year of experience in another department or team
- Strong computer skills and proficiency in Microsoft Office
- Excellent attention to detail and documentation skills
- Outstanding verbal and written communication skills
- Strong organizational and interpersonal skills
- Exceptional problem-solving abilities
- Bachelor's or master's coursework in Finance, Accounting, or a related field
- At least 6 years of relevant experience
- Knowledge of portfolio accounting, investment accounting, cash and asset reconciliation, asset manager cash and stock reconciliation, income/FX/corporate action reconciliations, and capital markets
- Understanding of bonds, derivatives, fixed income, and corporate action events
What the Team is Saying
Dan
Chief Revenue Officer
Andrew
Client Services Regional Lead
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Cynthia
Global Head of Quality Assurance
Liz
OEMS Product Owner
Alok
Vice President, Head of Client Enablement - Americas
Dori
Senior Vice President, Business Development
Ahmad
Associate Vice President, OEMS Business Analyst
Clearwater Analytics (CWAN)
Souvik Das
Chief Technology Officer
Sandeep Sahai
CEO
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Clearwater Analytics (CWAN) Compensation & Benefits Highlights
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Healthcare Strength — Employer-provided medical, dental, and vision coverage is consistently listed in current job postings, with disability insurance also referenced. Feedback suggests these core health benefits are solid even if plan richness is not portrayed as top-tier across sources.
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Retirement Support — A 401(k) plan with employer matching is consistently cited in company and employer-verified materials. This reliable match supports long-term savings and is presented as a standard component of total rewards.
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Leave & Time Off Breadth — Immediate eligibility for paid time off, holidays, and volunteer time, along with parental leave, appears across job postings. This breadth of leave options provides practical flexibility from day one.
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The Company
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.
Typical time on-site:
Flexible
