Job Summary:
The Reconciliation Analyst Intern will support the team in comparing investment portfolio data from external sources against an advanced web-based reconciliation system. Working alongside experienced analysts, the intern will help ensure the timely and accurate delivery of portfolio status updates to clients, while building foundational skills in financial reconciliation and reporting.
Responsibilities:
- Assist with reviewing and updating reporting data to help meet daily deadlines.
- Learn to investigate and help address issues within the reconciliation system, with guidance from mentors and department experts.
- Support the team in building relationships with data providers, clients, and internal stakeholders.
- Demonstrate curiosity about product innovation opportunities.
- Build familiarity with internal tools and processes through hands-on training.
- Develop an understanding of financial concepts and how they apply to reconciliation errors.
- Communicate professionally with internal and external parties, submitting inquiries and providing updates under supervision.
- Complete assigned projects or learning modules to deepen technical and industry knowledge.
Required Skills:
- Basic understanding of investment, financial, and accounting concepts.
- Familiarity with GAAP and/or IFRS is a plus.
- Basic understanding of standard security types is a plus.
- Coursework or interest in securities or financial markets preferred.
- Working knowledge of Microsoft Excel (VLOOKUP, SUMIF, Pivot Tables); VBA a plus.
- Strong computer skills, including proficiency in Microsoft Office.
- Excellent attention to detail and strong documentation skills.
- Strong verbal and written communication skills.
- Strong organizational and interpersonal skills.
- Eagerness to learn and solve problems.
Education and Experience:
- Currently pursuing a Bachelor's degree in Accounting, Finance, Business, Mathematics, Sciences, or a related field (rising junior/senior preferred).
- No prior professional experience required.
What we offer:
- Business casual atmosphere in a flexible working environment
- Team-focused culture that promotes innovation and ownership
- Hands-on exposure to cutting-edge investment reporting technology and expertise
- Mentorship and structured learning opportunities
- Networking events and exposure to cross-functional teams
- Potential pathway to full-time opportunities
- Work from home Fridays
Skills Required
- Currently pursuing a bachelor's degree in Accounting, Finance, Business, Mathematics, Sciences, or a related field
- Basic understanding of investment, financial, and accounting concepts
- Working knowledge of Microsoft Excel, including VLOOKUP, SUMIF, and Pivot Tables
- Strong computer skills and proficiency in Microsoft Office
- Excellent attention to detail and documentation skills
- Strong verbal and written communication skills
- Strong organizational and interpersonal skills
- Eagerness to learn and solve problems
- Familiarity with GAAP and/or IFRS
- Basic understanding of standard security types
- Coursework or interest in securities or financial markets
- Knowledge of VBA
- Rising junior or senior standing
- Prior professional experience
What the Team is Saying
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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.
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.
