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Clearwater Analytics

Reconciliation Analyst

Office - Edinburgh

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hirly's read of this role

Seniority
Mid level
Country
GB
Work mode
On-site / unstated
First seen by hirly
8 Oct 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

Job Summary:

The Reconciliation Analyst is responsible for comparing investment portfolio data from external sources with an advanced web-based system. Their primary responsibility is to guarantee the prompt and precise delivery of comprehensive portfolio status updates to clients on a daily basis.

Responsibilities:

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

Investigates and takes action on identified issues within the reconciliation system through problem-solving, seeking support from mentors and department experts as needed.

Creates and maintains valuable relationships with data providers, clients, and internal stakeholders.

Contributes feedback to product teams on internal projects as requested .

Demonstrates familiarity and competency with internal tools and processes.

Understands financial concepts and can apply them to reconciliation errors.

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

Required Skills:

Basic understanding of investment, financial, and accounting concepts.

Finance and/or accounting experience preferred.

Knowledge of GAAP and/or IFRS will be an added advantage.

Basic understanding of standard security types.

Securities or financial markets experience preferred.

Advanced ability in Microsoft Excel ( VLOOKUP, SUMIF , Pivot Tables, VBA, etc.) 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.

Education and Experience:

Bachelor's degree in a finance-related and analytical field.

1 + y ears of directly applicable experience (reconciliation, accounting, or finance)

Original posting on Clearwater Analytics's site ↗

Listed on hirly, a job board. hirly is not the employer: Clearwater Analytics is hiring for this role.

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