About the role#
The Reconciliation Analyst Intern supports the team by comparing investment portfolio data from external sources against a web-based reconciliation system. You will work alongside experienced analysts to ensure the timely and accurate delivery of portfolio status updates to clients. This role focuses on building foundational skills in financial reconciliation and reporting.
What you'll do#
- Assist with reviewing and updating reporting data to meet daily deadlines.
- Investigate and help address issues within the reconciliation system with guidance from mentors.
- 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 by submitting inquiries and providing updates under supervision.
- Complete assigned projects or learning modules to deepen technical and industry knowledge.
What you'll need#
- 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 strong documentation skills.
- Strong verbal and written communication skills.
- Strong organizational and interpersonal skills.
- Eagerness to learn and solve problems.
- Familiarity with GAAP, IFRS, standard security types, or VBA is a plus.
- Coursework or interest in securities or financial markets is preferred.
Location & details#
- Location: Boise, Idaho.
- Work Modality: Hybrid (includes work from home Fridays).
- Employment Type: Full-time.
- Term: Rolling.
- This is a paid position.
About Clearwater Analytics (CWAN)
Clearwater Analytics provides a software platform for investment management. It supports portfolio accounting, trading, risk, and compliance workflows for clients including insurers, asset managers, and governments. The company manages over 10 trillion dollars in assets globally. It maintains headquarters in Boise, Idaho, and operates with a workforce of over 3,000 employees.
How to get in at Clearwater Analytics (CWAN)
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