Data Migration Specialist: Accelerate Onboarding & Automation

clearwateranalytics

Boise (ID)

On-site

USD 65,000 - 90,000

Full time

7 days ago

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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.