Data Migration & Automation Lead for Client Onboarding

Clearwater Analytics, LLC; Boise (ID); On-site; USD 70,000 - 110,000; Full time

Job summary

Clearwater Analytics, LLC is seeking a Data Migration Specialist to join our team in Boise, Idaho. You will load and validate client data, using SQL, Excel, VBA, and Python to enhance automation and accuracy throughout the onboarding lifecycle.

You will collaborate with development teams to optimize data workflows, reduce delivery times, and implement scalable processes that support an expanding client base across the financial services sector.

Qualifications

• Solid foundation in accounting knowledge.
• Advanced Excel proficiency required.
• Knowledge of securities and financial markets, incl. derivatives and fixed income.
• Experience with SQL or relational databases.
• Strong documentation and communication skills.

Responsibilities

• Applies acquired skills, procedures, and decision-making best practices to resolve various issues.
• Loads and validates client data into the Clearwater investment account system as the primary responsibility.
• Demonstrates a working knowledge of Clearwater Way methodologies to implement and onboard clients, including aligning and supporting CW's Client Engagement Model.
• Identifies opportunities for improvement and takes the lead in implementing solutions, both individually and within their role, for continuous service improvement.
• Applies their understanding of the accounting equation, amortization, interest income, and other accounting concepts.
• Utilizes their understanding of data intake, normalization, reconciliation, and reporting workflow, along with related concepts.
• Applies their understanding of vanilla fixed income and equity investments, comprehending their purpose and functionality within CW.
• Understands and applies Clearwater's core value proposition (aggregate, reconcile, report) in a market- and client-agnostic manner.
• Coordinates complex activities effectively within a dynamic and agile environment.

Skills

Advanced Excel

Accounting knowledge

Financial markets knowledge

Project management

Attention to detail

Communication skills

Education

Bachelor’s and Master’s in finance or math, accounting, economics

Tools

SQL

Microsoft Office

Job description

Clearwater Analytics, LLC is seeking a Data Migration Specialist to join our team in Boise, Idaho. You will load and validate client data, using SQL, Excel, VBA, and Python to enhance automation and accuracy throughout the onboarding lifecycle.

You will collaborate with development teams to optimize data workflows, reduce delivery times, and implement scalable processes that support an expanding client base across the financial services sector.