Data Migration Specialist

clearwateranalytics; Boise (ID); On-site; USD 65,000 - 90,000; Full time

Job summary

Clearwater Analytics is seeking a Data Migration Specialist in Boise, ID to improve automation, speed, and accuracy of client data onboarding. You will load data into the Clearwater investment account system and collaborate with development teams to implement scalable onboarding processes.

The role requires strong accounting knowledge, advanced Excel, and SQL experience, with attention to detail and excellent communication.

Qualifications

• Must have a strong foundation in accounting concepts.
• Proficient in Advanced Excel and SQL.
• Knowledge of securities or financial markets, including derivatives and fixed income.
• Excellent attention to detail and documentation skills.
• Strong verbal and written communication abilities.

Responsibilities

• Loads and validates client data into the Clearwater investment account system as the primary responsibility.
• Applies Clearwater Way methodologies to onboard clients and support Client Engagement Model.
• Identifies opportunities for improvement and leads solution implementation for continuous service improvement.
• Understands data intake, normalization, reconciliation, and reporting workflows and applies them effectively.

Skills

Accounting knowledge

Advanced Excel

SQL

Finance knowledge

Attention to detail

Documentation

Communication

Organizational skills

Math proficiency

Problem solving

Education

Bachelor's/Master's in finance or math or accounting/economics

Tools

Microsoft Office

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 .