Data Migration Specialist

Clearwater Analytics; Boise (ID); On-site; USD 60,000 - 80,000; Full time

Job summary

Clearwater Analytics in Boise, ID seeks a Data Migration Specialist to enhance data onboarding by loading and validating client data into the Clearwater investment account system with Excel and SQL. You will collaborate with development teams to design efficient processes and scalable workflows for a growing client base.

You should have a Bachelor's or Master's in finance, math, accounting, or economics with 1+ year of relevant experience, and strong Excel/SQL skills, attention to detail, and

Qualifications

• Bachelor's and/or Master's in finance, math, accounting, or economics.
• 1+ years of relevant experience.
• Strong Excel and SQL skills; accounting knowledge.
• Experience with securities or financial markets is a plus.

Responsibilities

• Load and validate client data into Clearwater's investment account system.
• Onboard clients using Clearwater Way methodologies.
• Identify and lead continuous service improvements.
• Coordinate complex activities in a dynamic, agile environment.

Skills

Accounting knowledge

Advanced Excel

Attention to detail

Communication skills

Organizational skills

Problem-solving

Math proficiency

Interpersonal skills

Education

Bachelor's in finance or math

Master's in finance or math

Tools

SQL

Microsoft Office

Excel

Job description

The Data Migration Specialists play a crucial role in enhancing our system's automation, speed, accuracy, and workflow. They employ tools such as Excel and SQL to collect and analyze data, resolving issues and discrepancies. This optimization greatly improves the efficiency of onboarding client data at Clearwater. Collaborating closely with our talented development teams, they devise creative strategies that not only simplify the process but also dramatically cut down delivery times. Our commitment lies in establishing processes that are not only replicable but also adaptable, enabling us to effortlessly accommodate our expanding client base.

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.

Required Skills

• They must possess a strong foundation in accounting knowledge.
• Advanced Excel proficiency.
• Experience with SQL or other relational databases.
• Securities or financial markets knowledge, especially involving 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.

Education And Experience

• Bachelor's and/or Master's in finance or math, accounting, economics.
• 1+ years of relevant experience.