clearwateranalytics

clearwateranalytics

Reconciliation Implementation Analyst

Idaho City, Boise County

Sponsorship not specifiedDetected 27 days ago
Accounting

About the role

  • Reconciles transactions and holdings of investment portfolios to data received from external portfolio providers, using a state-of-the-art web-based system.

Responsibilities

  • Ensure timely delivery of accurate investment information, including accounting, analytic, and compliance reports Validates investment data against available market data provided by third party sources.
  • Manage internal and external inquiries & requests (main contacts include Treasurers & upper-level Accounting Managers) Cr…

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