Qureos Mentor

Clearwater Analytics (CWAN)

<div><div><div>Job Summary:<br>
<br>
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.</div></div><div></div><div><div><br>
Responsibilities:</div></div><div><div><ul><li><div>
Meet daily deadlines for reviewing and updating reporting data.</div></li><li><div>
Investigate and address identified issues within the reconciliation system through problem-solving, seeking support from mentors and department experts as needed.</div></li><li><div>
Create and maintain valuable relationships with data providers, clients, and internal stakeholders.</div></li><li><div>
Demonstrate curiosity regarding product innovation opportunities.</div></li><li><div>
Develop familiarity with and competency in using internal tools and processes.</div></li></ul></div></div><div><div><ul><li><div>
Understand financial concepts and apply them to reconciliation errors.</div></li><li><div>
Communicate effectively with internal and external parties to submit inquiries and provide timely updates on relevant issues.</div></li></ul></div><div></div><div><div><br>
Required Skills:</div></div></div><div><div><ul><li><div>
Basic understanding of investment, financial, and accounting concepts.</div></li><li><div>
Knowledge of GAAP and/or IFRS will be an added advantage.</div></li><li><div>
Basic understanding of standard security types.</div></li><li><div>
Securities or financial markets experience preferred.</div></li><li><div>
Advanced ability in Microsoft Excel (VLOOKUP, SUMIF, Pivot Tables, VBA, etc.) preferred.</div></li></ul></div></div><div><div><ul><li><div>
Finance and/or accounting experience preferred.</div></li><li><div>
Strong computer skills, including proficiency in Microsoft Office.</div></li><li><div>
Excellent attention to detail and strong documentation skills.</div></li><li><div>
Outstanding verbal and written communication skills.</div></li><li><div>
Strong organizational and interpersonal skills.</div></li></ul></div></div><div><div><ul><li><div>
Exceptional problem-solving abilities.</div></li></ul></div><div></div><div><div><br>
Education and Experience:</div></div><div><ul><li><div>
Bachelor's degree in accounting, Finance, Business, Mathematics, Sciences, or another related field.</div></li></ul></div></div></div>

Reconciliation Analyst

<div><div>Job Summary:<br>
The HR Programs Lead is responsible for overseeing and coordinating HR programs within the organization. They develop and implement HR initiatives and strategies to align with organizational goals. Collaborating with stakeholders, they identify HR needs and priorities, shaping programs to match business objectives. Managing program budgets, timelines, and resources, they ensure efficient program execution and evaluation. Furthermore, the HR Program Lead provides guidance and support to HR teams and stakeholders, fostering collaboration, and ensuring compliance with relevant policies and regulations.</div><div></div><div>
Responsibilities:</div><div>
Content Design / Creation:</div><ul><li><div>
In collaboration with stakeholders, assess the development needs and curates content that addresses those needs.</div></li><li><div>
Engages with vendors to develop and design content while collaborating in those efforts and seeing it through to implementation.</div></li></ul><div>
</div><div>Program Planning:</div><ul><li><div>
Develop and implement a roadmap for executing senior leadership development programs that align with organizational objectives.</div></li><li><div>
Conduct program assessments to identify key leadership competencies and gaps within the organization, ensuring programs meet evolving needs.</div></li></ul><div>
Program Management:</div><ul><li><div>
Oversee the entire lifecycle of senior leadership development programs, from conceptualization and design to execution and evaluation.</div></li><li><div>
Create and maintain project plans, timelines, and budgets, ensuring effective resource allocation and adherence to deadlines.</div></li></ul><div>
Coordination and Collaboration:</div><ul><li><div>
Collaborate with cross-functional teams, including HR and senior leadership, to ensure alignment of senior leadership programs with business needs.</div></li><li><div>
Serve as the primary point of contact for all leadership development initiatives, facilitating communication and cooperation among stakeholders.</div></li></ul><div>
Program Delivery:</div><ul><li><div>
Manage the logistics of training sessions, workshops, and seminars, including scheduling, venue selection, and participant coordination.</div></li><li><div>
Oversee the selection and management of external training vendors and facilitators, ensuring quality and effectiveness in program delivery.</div></li></ul><div>
Evaluation and Continuous Improvement:</div><ul><li><div>
Establish key performance indicators (KPIs) to measure the success of leadership development programs and analyze outcomes for continuous improvement.</div></li><li><div>
Collect and evaluate feedback from participants and stakeholders to refine and enhance program offerings based on data-driven insights.</div></li></ul><div></div><div>
Required Skills:</div><ul><li><div>
Demonstrates excellent project management skills.</div></li><li><div>
Collaborates effectively and builds relationships with stakeholders.</div></li><li><div>
Utilizes analytical skills for data analysis and program evaluation.</div></li><li><div>
Possesses knowledge of HR policies, regulations, and best practices.</div></li><li><div>
Proficient in budgeting and resource management.</div></li><li><div>
Adapts well to change and demonstrates flexibility.</div></li><li><div>
Prioritizes tasks effectively and meets deadlines.</div></li><li><div>
Excels in change management.</div></li><li><div>
Demonstrates collaborative and relationship-building abilities.</div></li><li><div>
Strong computer skills, including proficiency in Microsoft Office.</div></li><li><div>
Excellent attention to detail and strong documentation skills.</div></li><li><div>
Outstanding verbal and written communication skills.</div></li><li><div>
Strong organizational and interpersonal skills.</div></li><li><div>
Exceptional problem-solving abilities.</div></li></ul><div></div><div>
Education and Experience:</div><ul><li><div>
Bachelor&rsquo;s degree in human resources, business administration, finance, or a related field.</div></li><li><div>
7+ years of relevant experience.</div></li></ul><div></div><div>
What we offer:</div><ul><li><div>
Business casual atmosphere</div></li><li><div>
Team focused culture that promotes innovation and ownership</div></li><li><div>
Access cutting edge investment reporting technology and expertise</div></li><li><div>
RSUs as well as employee stock purchase plan and 401k with match</div></li><li><div>
PTO and volunteer time off to give back to the community</div></li><li><div>
Defined and undefined career pathways allowing you to grow your own way</div></li><li><div>
Work from anywhere 3 weeks out of the year</div></li><li><div>
Work from home Fridays</div></li><li><div>
Maternity and paternity leave</div></li></ul></div><div></div>

Leadership Development Programs Lead

<div><div><div>Job Summary:</div></div><div><div>
The Reconciliation Analyst's role involves reconciling investment portfolio transactions and holdings with data obtained from external portfolio providers through a state-of-the-art web-based system. They are responsible for ensuring the timely delivery of accurate and detailed portfolio status updates to clients daily.</div></div><div></div><div><div><br>
Responsibilities:</div></div><div><div><ul><li><div>
Meets daily deadlines for the review and update of reporting data.</div></li><li><div>
Investigates and takes action on identified issues within the reconciliation system.</div></li><li><div>
Creates and maintains valuable relationships with data providers, clients, and service delivery managers.</div></li><li><div>
Effectively communicates with internal and external parties to submit inquiries and provide timely updates on relevant issues.</div></li><li><div>
Collaborates with product teams on internal projects, acting as a key stakeholder for improvement.</div></li><li><div>
Investigates and acts on opportunities to streamline workflows.</div></li><li><div>
Provides support and mentorship to other analysts as a subject matter expert.</div></li><li><div>
Applies creativity and deep problem-solving skills to resolve complex issues.</div></li><li><div>
Acts as a liaison with leadership, clients, and other departments to resolve problems.</div></li><li><div>
Drives initiatives for company and team improvement.</div></li><li><div>
Monitors and analyzes success metrics, providing support where applicable.</div></li><li><div>
Applies market expertise, technical knowledge, and reconciliation concepts to advise on internal and external inquiries.</div></li><li><div>
Creates and presents training materials for the department, drawing on relevant expertise.</div></li><li><div>
Manages client calls with leadership and stakeholders or sits in on calls for support and experience.</div></li></ul></div></div><div></div><div><div><div><br>
Required Skills:</div></div><div><ul><li><div>
Intermediate understanding of investment, financial, and accounting concepts.</div></li><li><div>
Finance and/or accounting experience preferred.</div></li><li><div>
Intermediate knowledge of GAAP and at least one non-GAAP acc</div></li></ul></div></div></div>

Lead Reconciliation Associate

<div><div><div>Job Summary:</div></div><div><div>
Implementation Analysts are responsible for aiding the onboarding process for new clients onto the company's SaaS platform and service model. They collaborate with both clients and various Clearwater teams to assess requirements and customize solutions. These solutions are tailored to fulfill the client's accounting, compliance monitoring, performance measurement, risk analysis, and reporting necessities.</div></div><div></div><div><div><br>
Responsibilities:</div></div><div><div><ul><li><div>
Manages relationships with clients and internal stakeholders throughout the implementation process.</div></li><li><div>
Facilitates the onboarding of clients onto Clearwater's platform.</div></li><li><div>
Conducts training sessions to educate Clearwater's clients on how to effectively use the Clearwater platform.</div></li><li><div>
Effectively communicates project status, issues, and risks to all relevant parties.</div></li><li><div>
Proactively troubleshoots and resolves customer issues that may arise during the implementation phase.</div></li><li><div>
Provides valuable consultancy services to clients, ensuring that project objectives align with the established project plans.</div></li><li><div>
Identifies and promptly escalates any identified risks and issues to the Project Manager for appropriate action.</div></li><li><div>
Demonstrates the ability to self-learn and reaches out to designated resources when assistance or support is needed.</div></li></ul></div></div><div></div><div><div><div><br>
Required Skills:</div></div><div><ul><li><div>
Beginner Technical Skills in Excel (basic formulas and formatting).</div></li><li><div>
Beginner Technical Skills and understanding of SQL and relational database concepts &ndash; is preferred (math and logic).</div></li><li><div>
Strong knowledge of accounting and understand/applies basic rules of accounting.</div></li><li><div>
Securities or financial markets knowledge - derivatives, alternatives, structured products, and/or fixed income preferred.</div></li></ul></div></div><div><div><ul><li><div>
Strong computer skills, including proficiency in Microsoft Office Suite.</div></li><li><div>
Excellent attention to detail and strong documentation skills.</div></li><li><div>
Outstanding verbal and written communication skills.</div></li><li><div>
Strong organizational and interpersonal skills.</div></li><li><div>
Exceptional problem-solving abilities.</div></li></ul></div></div><div><div><ul><li><div>
Strong Analytical skills, being able to solve complex math problems.</div></li></ul></div><div></div><div><div><br>
Education and Experience:</div></div><div><ul><li><div>
Bachelor's degree in related field.</div></li></ul></div></div></div><div></div>

Implementation Analyst

Join Clearwater Analytics (CWAN) and explore 4   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Clearwater Analytics (CWAN)

ABOUT_COMPANY

Reconciliation Analyst

Leadership Development Programs Lead

Lead Reconciliation Associate

Implementation Analyst