Lead Reconciliation Associate

Clearwater Analytics · Los Angeles

Other

Clearwater Analytics is hiring a Lead Reconciliation Associate in Los Angeles, California. Posted 8 September 2026. Apply directly on Clearwater Analytics's own careers site — no account needed.

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Job Summary: 

The Reconciliation Analyst's role involves reconciling investment portfolio transactions and holdings with data obtained from external portfolio providers through a state-of-the-art web-based system. They are responsible for ensuring the timely delivery of accurate and detailed portfolio status updates to clients daily. 

 

Responsibilities: 

  • Meets daily deadlines for the review and update of reporting data. 

  • Investigates and takes action on identified issues within the reconciliation system. 

  • Creates and maintains valuable relationships with data providers, clients, and service delivery managers. 

  • Effectively communicates with internal and external parties to submit inquiries and provide timely updates on relevant issues. 

  • Collaborates with product teams on internal projects, acting as a key stakeholder for improvement. 

  • Investigates and acts on opportunities to streamline workflows. 

  • Provides support and mentorship to other analysts as a subject matter expert. 

  • Applies creativity and deep problem-solving skills to resolve complex issues. 

  • Acts as a liaison with leadership, clients, and other departments to resolve problems. 

  • Drives initiatives for company and team improvement. 

  • Monitors and analyzes success metrics, providing support where applicable. 

  • Applies market expertise, technical knowledge, and reconciliation concepts to advise on internal and external inquiries. 

  • Creates and presents training materials for the department, drawing on relevant expertise. 

  • Manages client calls with leadership and stakeholders or sits in on calls for support and experience. 

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Required Skills: 

  • Intermediate understanding of investment, financial, and accounting concepts.  

  • Finance and/or accounting experience preferred.  

  • Intermediate knowledge of GAAP and at least one non-GAAP acc

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