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Investment Reconciliation Specialist

Clearwater Analytics, Boise, Idaho, United States, 83708

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A financial services firm is seeking a Reconciliation Analyst to reconcile investment portfolio transactions and provide timely updates to clients. Responsibilities include investigating issues, liaising with clients and departments, and mentoring other analysts. Candidates should have an intermediate understanding of financial concepts and ideally finance or accounting experience. This role is based in Boise, Idaho, providing an opportunity to contribute to workflow improvements and support client relationships. #J-18808-Ljbffr