Financial Data Migration Specialist

Trinnovo Group | B Corp™; Zürich; Hybrid; CHF 110,000 - 140,000; Full time

Job summary

Trinnovo Group | B Corp™ is recruiting a Financial Data Migration Specialist to drive data transition projects for financial institutions. You will transform, import, and reconcile investment data, building ETL workflows and SQL scripts in close collaboration with clients and technical teams across Switzerland and Germany.

The role combines finance, data and technology, with hybrid work in Zurich and opportunities to lead migration workstreams for senior candidates.

Qualifications

• Python and SQL experience with data migration and ETL
• Experience in data migration, data integration, ETL processes or financial data management
• Financial services experience in banking, wealth or asset management or investment operations
• Understanding of investment transactions, portfolio positions and asset classes
• Strong analytical and problem-solving abilities with attention to detail
• Confidently communicate technical concepts to clients and stakeholders
• Proactive, collaborative mindset with interest in fintech data platforms

Responsibilities

• Preparing, transforming, importing and reconciling financial and investment data, including portfolio positions and transactions
• Developing and maintaining Python scripts, SQL queries and ETL workflows to support data migrations, imports and exports
• Configuring data connections and supporting integrations with custodian banks and other financial systems
• Investigating data discrepancies and troubleshooting interface issues to ensure accuracy
• Collaborating with clients and internal technical teams throughout implementation projects
• Taking ownership of migration workstreams, with senior candidates leading more complex client deliveries

Skills

Python

SQL

ETL processes

Data migration

Data integration

Financial data management

Investment operations

Tools

MongoDB

Job description

Salary: CHF 110,000 – 140,000 per annum + great benefits

We are partnering with an established international financial technology business specializing in sophisticated software solutions for the investment and wealth management industry. Due to continued growth, the business is expanding its Swiss team and seeking Financial Data Migration Specialists at both standard and senior levels.

This is an opportunity to work at the intersection of finance, data and technology, supporting financial institutions with complex data migrations, integrations and software implementations.

The Role

You will play a key role in helping financial institutions transition investment and portfolio data from existing systems into a sophisticated financial technology platform. Working closely with clients, implementation consultants and technical teams across Switzerland and Germany, you will ensure data is accurately prepared, transformed, integrated and reconciled.

Key responsibilities include:

• Preparing, transforming, importing and reconciling financial and investment data, including portfolio positions and transactions.


• Developing and maintaining Python scripts, SQL queries and ETL workflows to support data migrations, imports and exports.


• Configuring data connections and supporting integrations with custodian banks and other financial systems.


• Investigating data discrepancies, troubleshooting interface issues and ensuring data accuracy and consistency.


• Collaborating with clients and internal technical teams throughout implementation projects.


• Taking ownership of migration workstreams, with senior candidates leading more complex client deliveries.

Skills and Experience

• Practical experience with Python and SQL.


• Experience with data migration, data integration, ETL processes or financial data management.


• Previous financial services experience, ideally within banking, wealth management, asset management or investment operations.


• Understanding of investment transactions, portfolio positions and different asset classes.


• Strong analytical and problem-solving abilities, with excellent attention to detail.


• Confidence communicating technical concepts and resolving issues with clients and stakeholders.


• A proactive, collaborative approach and an interest in developing expertise in financial technology.

Language requirements:

• C1 German.

Advantageous Experience

• MongoDB or other NoSQL database technologies.


• Experience with wealth management or portfolio management platforms.


• Exposure to custodian banks, investment data providers or financial software implementations.


• Experience managing end-to-end data migration projects.

Candidates must be able to work in Zurich under a hybrid arrangement. EU-based candidates open to self-funded relocation may also be considered, subject to Swiss work authorisation requirements.