LP Data & Recon Team Lead

Clearwater Analytics•Boise, ID

About The Position

The Data & Recon Team Lead is responsible for overseeing all aspects of intelligence gathering, data analysis, and strategic decision-making. They must possess strong analytical skills, proficiency in technical tools, and excellent communication abilities. This role requires effective leadership, adaptability to changing environments, and a commitment to ethical conduct and data privacy. The ideal candidate will have deep domain knowledge, strong problem-solving skills, a collaborative mindset, and the ability to inspire and motivate teams. Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally.

Requirements

Proven ability to analyse information and anticipate outcomes to choose the best solutions.
Using a data driven approach to coordinate team and department efforts to exceed KPIs.
Ability to motivate and inspire team members, as well as provide them with the guidance and support they need to be successful is a leadership skill.
Ability to identify trends and opportunities, as well as to develop and implement strategies to achieve the team's goals.
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.
Bachelor’s & master's in finance or accounting.
7+ years relevant experience in leading a cross-functional and collaborative team.
6+ years relevant experience leading an operational team in a relevant industry- finance, accounting, or tech.

Responsibilities

Team span, responsible for handling a team of 5 to 10.
Trusted to consistently provide accurate, timely, and comprehensive responses to routine and non-standard inquiries, both in written and verbal interactions with internal and external parties.
Actively identifies and seizes servicing opportunities for both personal and team growth.
Takes a hands-on role in the onboarding process for new hires, engaging in their learning and providing feedback on skill development.
Establishes and communicates standards to the team, regularly overseeing weekly department metrics to uphold department KPIs.
Conducts regular evaluations of team members to ensure efficiency in their roles, including assessing employee anti-patterns, goals, aspirations, strengths, and weaknesses, often in collaboration with the division lead.
Collaborates with the division lead to identify areas for performance improvement and implements necessary changes.
Contributes to achieving operational targets by participating in annual external calls under the guidance of the division lead.
Maintains interaction with the Reconciliation Audit team on a monthly basis, implementing remediation and prevention strategies, and conducting monthly reviews with support from the Division Lead or Reconciliation Audit Lead.
Practices rigorous oversight and quality assurance by monitoring team emails and providing frequent feedback to team members on a weekly basis.
Ensures the team consistently meets daily metrics of timeliness and completeness, driving improvements to mitigate risks or shortcomings.
Focuses on client success and employee development, often relying on mentorship from the Division Lead.
Ensures high-quality service and operational performance within the parameters of client expectations.
Actively participates in projects with upper management that align with company goals.
Selects, develops, and evaluates projects aimed at improving 1-2 strategic initiatives annually, leveraging Lean Six Sigma practices.
Leads 1-2 projects a year with upper management, typically lasting 3-6 months, aligning with company goals.
Identifies opportunities for improvement within the department and takes the lead in implementing solutions by communicating ideas with leadership and driving change.
Collaborates with Subject Matter Experts to enhance auto reconciliation processes for troubled or newly implemented accounts.
Proficiently handles reconciliation for 2-3 of CW's markets (Corporate, Insurance, Investment Management, Government).
Recognizes the importance of asset managers/custodians as partners and actively promotes collaboration with external portfolio data providers.
Participates in projects with other departments/teams to implement standard operating models and procedures for large/major clients, ensuring client success and compliance.
Proactively seeks automation opportunities in collaboration with Subject Matter Experts to improve auto reconciliation for accounts handled by the team.