Senior Reconciliation Analyst
Clearwater Analytics
Aug 2020 - Current (4 years 4 months)
Hired by this leading financial software and data management company to manage/reconcile complex financial and investment data in order to help clients maximize investment compliance, tax liability, and returns Receive, handle and manipulate client data daily from brokers, investment managers and custodians in order to provide accurate investment reporting-allowing clients to make sound data-driven decisions Gained knowledge of asset types and management strategies, as well as certain data points associated with them in order to pinpoint abnormalities that didn't get identified in the data intake process Meet weekly with top 15 clients, working with their investment reconciliation teams to solve issues involving complex assets such as optio