Lead Reconciliation Implementation Associate
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Before you apply
Salary$62k – $85k
Location2 Locations
Also inChicago
Work modeon-site
Typefull-time
SeniorityLead
Experience2+ yrs
Company size1,001–5,000 people
PostedJul 15, 2026 · 3mo ago
Verified live2d ago
At a glanceSummarised by Seekless from the posting.
2+ years of relevant experience
Bachelor's / Master's degree
Basic knowledge of Excel such as VLOOKUP, SUMIF, Pivot Tables
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 and math skills
Basic knowledge of accounting basis and/or financial instruments preferred
Preference in finance or accounting
Skills
Excel
VLOOKUP
SUMIF
Pivot Tables
Microsoft Office
About the role
The Lead Reconciliation Implementation Analyst is responsible for establishing reconciliation processes and thresholds for clients. They collaborate with stakeholders to gather requirements, design automated workflows, and ensure data accuracy through analysis and validation with third-party data. This analyst monitors and addresses discrepancies in the reconciliation process involving safekeeping institutions, third-party data, and order management systems. The role requires strong analytical and technical skills, along with effective communication and collaboration abilities to ensure accurate reconciliation of investment data.
Responsibilities:
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Completing reconciliation for client investment books during onboarding, focusing on automation and scalable operating models.
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Demonstrating familiarity with available resources and accurately selecting appropriate research tools.
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Primary responsibility involves back reconciling, normalizing, and automating data.
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Proactively learning from mistakes and taking steps to avoid repeating them.
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Applying knowledge of investment accounting, financial statements, amortization, interest income, yields, and other financial and accounting concepts.
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Actively communicating project progress and risks with Stream Leads and PMs.
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Applying understanding of vanilla fixed income and equity investments, including their purpose and operation in CW, and developing knowledge of security types commonly held by assigned clients.
Required Skills:
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An intense desire to learn something new and improve daily.
•
Basic knowledge of Excel such as VLOOKUP, SUMIF, Pivot Tables.
•
Basic knowledge of accounting basis and/or financial instruments 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 and math skills.
Education and Experience:
•
Bachelor’s / Master’s degree. Preference in finance or accounting.
•
2+ years of relevant experience.
Chicago Salary Range: $62,000 - $85,000 DOE