Lead Reconciliation Implementation Associate

Clearwater Analytics

Lead Reconciliation Implementation Analyst at Clearwater improving client reconciliation processes by automating and ensuring data accuracy through analysis and validation of investment data.

Posted 7/16/2026full-timeChicago • Illinois • 🇺🇸 United StatesSenior💰 $62,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment accounting and financial concepts, with a strong focus on data reconciliation and automation. Proficient in utilizing Microsoft Excel for financial analysis and reporting while maintaining exceptional attention to detail and communication skills.

Highest-signal resume keywords

Investment AccountingData ReconciliationMicrosoft Excel ProficiencyFinancial Statements KnowledgeProblem-Solving Abilities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data NormalizationAutomation TechniquesFinancial Instruments KnowledgeAmortizationInterest Income CalculationYields AnalysisVLOOKUPSUMIFPivot Tables

Soft Skills

Attention to DetailDocumentation SkillsVerbal CommunicationWritten CommunicationOrganizational SkillsInterpersonal Skills

Tools & Technologies

Microsoft Office

Industry Keywords

Fixed Income InvestmentsEquity InvestmentsClient OnboardingResearch ToolsScalable Operating Models

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
2+ years of relevant experience
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

Health insurance
Professional development opportunities