Data Onboarding & Automation 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

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