Lead Data Migration Consultant (Fully Remote)

Ridgeline; United States; Remote; USD 143,000 - 190,000; Full time

Benefits offered by this job

Unlimited vacation

Educational reimbursements

Wellness reimbursements

Zero-cost employee insurance

Job summary

Ridgeline is the first front-to-back system of record for investment managers, modernizing an industry held back by outdated technology. Founded by visionary leaders, Ridgeline combines innovation with a collaborative culture and expansive benefits.

The Senior Data Specialist role leads data conversion projects from inception to completion, working with the implementation team and customers to gather requirements for client management and portfolio accounting data, and performing mappings and

Qualifications

• Bachelor’s or Master’s degree in Finance, Accounting, or Economics.
• 5+ years in investment management, with strong knowledge of financial instruments and data workflows.
• Proficiency in SQL, ETL tools, and MS Excel; experience with enterprise SaaS implementations a plus.

Responsibilities

• Lead data conversion projects from inception to completion, ensuring data integrity and accessibility.
• Collaborate with implementation team and customers to gather requirements for client management and portfolio accounting data.
• Perform data mapping, transformation, and cleansing activities to meet project specifications.

Skills

SQL

ETL tools

MS Excel

Education

Bachelor’s or Master’s degree in Finance, Accounting, or Economics

Job description

• Lead data conversion projects from inception to completion, ensuring data integrity and accessibility.
• Collaborate with implementation team and customers to gather requirements for client management and portfolio accounting data.
• Perform data mapping, transformation, and cleansing activities to meet project specifications.

Qualifications:

• Bachelor’s or Master’s degree in Finance, Accounting, or Economics.
• 5+ years in investment management, with strong knowledge of financial instruments and data workflows.
• Proficiency in SQL, ETL tools, and MS Excel; experience with enterprise SaaS implementations a plus.
• Ridgeline is a first front-to-back system of record for investment managers, based in Lake Tahoe with offices in New York, Reno, and Bay Area.
• Recognized as a 'Best Workplace for Innovators' and a 'Top 100 Software Company.'
• Culture values ownership, growth, transparency, and collaboration; offers unlimited vacation and $0 cost employee insurance plans.

Compensation and Benefits:

• Typical starting salary range: $143,000 - $190,000 OTE.
• Eligible for Company Stock Plan under applicable Stock Option Agreement.
• Benefits include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans.

Ridgeline is the first front-to-back system of record for investment managers, modernizing an industry held back by outdated technology. Founded by Dave Duffield, the company is recognized as a top software company and offers a collaborative culture with unlimited vacation and comprehensive benefits.