Data Migration & Automation Specialist

Clearwater Analytics, LLC; Boise (ID); On-site; USD 65,000 - 90,000; Full time

Job summary

Clearwater Analytics, LLC seeks a Data Migration Specialist to enhance data automation, speed, and accuracy. You will load and validate client data, use Excel and SQL, and collaborate with development teams to streamline onboarding processes across CW’s multi-tenant platform.

Responsibilities include applying accounting concepts, data workflow, and CW's engagement model, while identifying improvements and leading practical solutions in a fast-paced environment.

Qualifications

• Strong foundation in accounting knowledge.
• Advanced Excel proficiency.
• Experience with SQL or other relational databases.
• Securities or financial markets knowledge, especially derivatives, alternatives, structured products, and/or fixed income.
• 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 expertise.

Responsibilities

• 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

Accounting knowledge

Advanced Excel

SQL

Securities knowledge

Microsoft Office

Attention to detail

Communication

Organizational skills

Math proficiency

Education

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

Tools

Relational databases

Job description

Clearwater Analytics, LLC seeks a Data Migration Specialist to enhance data automation, speed, and accuracy. You will load and validate client data, use Excel and SQL, and collaborate with development teams to streamline onboarding processes across CW’s multi-tenant platform.

Responsibilities include applying accounting concepts, data workflow, and CW's engagement model, while identifying improvements and leading practical solutions in a fast-paced environment.