Data Migration Specialist

Clearwater Analytics; Boise, Northern (ID, KY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Clearwater Analytics is seeking a Data Migration Specialist to enhance automation, speed, and accuracy in client data onboarding. You will use Excel and SQL to collect, validate, and reconcile data, resolving discrepancies and improving workflow.

You will collaborate with development teams to design replicable, adaptable processes that scale with our expanding client base, ensuring high-quality data delivery and transparent documentation across the investment lifecycle.

Qualifications

• 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.

Responsibilities

• Loads and validates client data into Clearwater investment account system as the primary responsibility.
• Demonstrates working knowledge of Clearwater Way methodologies to onboard clients, including aligning and supporting CW's Client Engagement Model.
• Identifies opportunities for improvement and takes the lead in implementing solutions for continuous service improvement.
• Coordinates complex activities effectively within a dynamic and agile environment.
• Applies understanding of the accounting equation, amortization, interest income, and other accounting concepts.
• Understands data intake, normalization, reconciliation, and reporting workflow.
• Applies understanding of vanilla fixed income and equity investments in CW context.
• Understands and applies Clearwater's core value proposition (aggregate, reconcile, report) in a market-and client-agnostic manner.

Skills

Accounting knowledge

Excel proficiency

SQL or relational databases

Financial markets knowledge

Microsoft Office

Attention to detail

Verbal and written communication

Organization and interpersonal skills

Problem solving and math

Education

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

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

• 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.

Company Overview

Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at www.clearwateranalytics.com.

Diversity and Inclusion

Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description.