DESCRIPTION

Clearwater is looking for talented individuals to join its expanding office in Edinburgh.  Reconciliation Analysts thrive on solving problems and developing new skills, as well as building different approaches, supported by teams in both the UK and US. 

Responsibilities:

  • Reconcile investment transactions and accounting for portfolios using a state-of-the-art web-based system
  • Reach out to custodial banks, data providers, and account managers to ensure accuracy and consistency of financial records
  • Continuous learning and improvement in a constantly changing work environment
  • Manage client inquiries & requests (main contacts include Treasurers & upper-level Accounting Managers)
  • Deliver timely and accurate information regarding Financial Statements & Analytics Reporting
  • Work closely with Account Managers to build and manage valuable relationships with clients (institutional investors and investment managers)

REQUIREMENTS

What we look for:

  • Bachelor’s degree in related area of study
  • Excellent verbal and written communication skills
  • Strong organisational and interpersonal skills
  • Strong problem solving and math skills
  • Strong computer skills, including Excel
  • Right to work full time in the UK

Desired Experience and Skills:

  • Finance and/or accounting experience
  • Securities or financial markets experience
  • Advanced knowledge of Excel such as VLookUp, SUMIF, Pivot Tables, and Ribbon Utilisation

What we offer:

  • Access to cutting edge investment reporting technology and expertise
  • Continual learning and growth opportunities
  • Team focused culture that promotes innovation and ownership
  • Competitive salary and benefits package
  • Business casual atmosphere

About Clearwater Analytics®

Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations make the most of investment portfolio data with cloud-native software and client-centric servicing. Every day, investment professionals worldwide trust Clearwater to deliver timely, validated investment data and in-depth reporting.

Clearwater aggregates, reconciles, and reports on more than $3 trillion in assets across thousands of accounts daily for our Fortune 500 clients.

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