Reconciliation Implementation Associate

Clearwater Analytics

Reconciliation Implementation Associate responsible for automating client investment reconciliation processes. Collaborating with stakeholders to ensure data accuracy and effective communication throughout the investment lifecycle.

Posted 7/16/2026full-timeChicago • California, Illinois • 🇺🇸 United StatesJuniorMid-Level💰 $54,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in investment accounting, financial statements, and data reconciliation while applying strong analytical and problem-solving skills. Proficient in Excel and Microsoft Office, with a focus on automation and scalable operating models.

Highest-signal resume keywords

Investment AccountingData ReconciliationExcel ProficiencyFinancial Instruments KnowledgeCommunication Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data NormalizationAutomationFinancial StatementsAmortizationInterest IncomeYieldsVLOOKUPSUMIFPivot TablesProblem-Solving

Soft Skills

Attention to DetailDocumentation SkillsOrganizational SkillsInterpersonal SkillsVerbal Communication

Tools & Technologies

Microsoft Office

Industry Keywords

Fixed IncomeEquity InvestmentsInvestment BooksResearch ToolsClient Onboarding

About the role

Key responsibilities & impact

Completing reconciliation for client investment books during onboarding, focusing on automation and scalable operating models.
Demonstrating familiarity with available resources and accurately selecting appropriate research tools.
Primary responsibility involves back reconciling, normalizing, and automating data.
Proactively learning from mistakes and taking steps to avoid repeating them.
Applying knowledge of investment accounting, financial statements, amortization, interest income, yields, and other financial and accounting concepts.
Actively communicating project progress and risks with Stream Leads and PMs.
Applying understanding of vanilla fixed income and equity investments, including their purpose and operation in CW, and developing knowledge of security types commonly held by assigned clients.

Requirements

What you’ll need

Bachelor’s / Master’s degree. Preference in finance or accounting.
1+ years of relevant experience.
An intense desire to learn something new and improve daily.
Basic knowledge of Excel such as VLOOKUP, SUMIF, Pivot Tables.
Basic knowledge of accounting basis and/or financial instruments preferred.
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 and math skills.

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Clearwater Analytics Website LinkedIn All Job Openings 1001 - 5000 employees ⚕️ Healthcare Insurance 🔒 Cybersecurity 📋 Compliance Healthcare Insurance
Cybersecurity
Compliance Clearwater Analytics is a company that specializes in providing comprehensive cybersecurity and compliance solutions specifically tailored for the healthcare sector. With over two decades of experience, Clearwater offers a unique blend of managed security service provider (MSSP) capabilities, managed cloud services, consulting, assessments, and compliance software. Their expertise extends to hospitals, health systems, physician practice management groups, digital health, medical devices, and healthcare investors. Clearwater Analytics focuses on helping healthcare organizations navigate complex cybersecurity threats and achieve compliance with key regulations such as HIPAA, HITRUST, and SOC 2. Their award-winning software and tailored services aim to create a secure, compliant, and resilient posture for healthcare businesses. Reconciliation Implementation Associate 🔥 21 minutes ago 🏢 Chicago – Onsite 💵 $54k - $70k / year ⏰ Full Time 🟢 Junior 🟡 Mid-level ✨ Associate 🦅 H1B Visa Sponsor Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Completing reconciliation for client investment books during onboarding, focusing on automation and scalable operating models.
Demonstrating familiarity with available resources and accurately selecting appropriate research tools.
Primary responsibility involves back reconciling, normalizing, and automating data.
Proactively learning from mistakes and taking steps to avoid repeating them.
Applying knowledge of investment accounting, financial statements, amortization, interest income, yields, and other financial and accounting concepts.
Actively communicating project progress and risks with Stream Leads and PMs.
Applying understanding of vanilla fixed income and equity investments, including their purpose and operation in CW, and developing knowledge of security types commonly held by assigned clients. 🎯 Requirements
Bachelor’s / Master’s degree. Preference in finance or accounting.
1+ years of relevant experience.
An intense desire to learn something new and improve daily.
Basic knowledge of Excel such as VLOOKUP, SUMIF, Pivot Tables.
Basic knowledge of accounting basis and/or financial instruments preferred.
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 and math skills. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Capital Markets Associate 🔥 44 minutes ago Ryan Companies US, Inc. 1001 - 5000 🏠 Real Estate Website LinkedIn All Job Openings Capital Markets Associate handling financial analysis and underwriting in Ryan's Investment Group. Collaborating with teams and managing sale processes for real estate projects in Chicago. 🏢 Chicago – Onsite 💵 $115k - $130k / year ⏰ Full Time 🟢 Junior 🟡 Mid-level ✨ Associate Associate, Vegetation Management 🕒 2 days ago Invenergy 1001 - 5000 Website LinkedIn All Job Openings Associate, Vegetation Management responsible for supporting vegetation management in wind, solar, and transmission projects. Overseeing vegetation management plans and coordinating with various internal and external teams. 🏢 Chicago – Onsite 💵 $98k - $118k / year ⏰ Full Time 🟢 Junior 🟡 Mid-level ✨ Associate 🦅 H1B Visa Sponsor Specialty Industry Lending Relationship Associate 🕒 July 8 Wells Fargo 10,000+ employees 🏦 Banking 💸 Finance 🤝 B2B Website LinkedIn All Job Openings Specialty Industry Lending Relationship Associate managing corporate ABL accounts for Wells Fargo. Building client relationships and conducting portfolio reviews while collaborating with coverage teams. 🏢 Chicago – Onsite 💵 $85k - $133k / year ⏰ Full Time 🟢 Junior 🟡 Mid-level ✨ Associate 🦅 H1B Visa Sponsor Capital Markets Trading Associate 🕒 July 7 Federal Reserve Board 1001 - 5000 🏦 Banking 💸 Finance 🏛️ Government Website LinkedIn All Job Openings Capital Markets Trading Associate monitoring and analyzing global financial market developments for the Federal Reserve Bank. Preparing detailed analyses and briefing policy makers on relevant themes. 🏢 Chicago – Onsite 💵 $110k - $140k / year ⏰ Full Time 🟢 Junior 🟡 Mid-level ✨ Associate Associate Principal, Intelligence 🕒 July 2 Vizient, Inc 1001 - 5000 Website LinkedIn All Job Openings Associate Principal providing ambulatory strategy insights to health system leaders. Developing thought leadership and research frameworks within a client-facing role. 🏢 Chicago – Onsite 💵 $156.5k - $290.1k / year ⏰ Full Time 🟢 Junior 🟡 Mid-level ✨ Associate 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs