Lead Data Migration Specialist

Clearwater Analytics; Boise (ID); On-site; USD 90,000 - 130,000; Full time

Job summary

Clearwater Analytics seeks a Lead Data Migration Specialist in Boise to enhance onboarding of client data and automate workflows. You will load and validate data using Excel, SQL, VBA and Python, ensuring accuracy and speed.

Collaborate with development teams to implement Clearwater Way methodologies, optimize processes, and deliver scalable solutions that support our expanding client base while maintaining strong governance and documentation.

Qualifications

• Bachelor’s and Master’s in finance or math, accounting or economics.
• 2+ years of relevant experience in data migration or finance.
• Experience with SQL or other relational databases.

Responsibilities

• Loads and validates client data into Clearwater investment account system.
• Applies Clearwater Way methodologies to onboard clients.
• Identify opportunities for improvement and lead solutions.
• Coordinate complex activities in a dynamic, agile environment.
• Apply accounting concepts and understand data intake, reconciliation, reporting workflows.

Skills

Advanced Excel

SQL

VBA

Python

Accounting knowledge

Project management

Attention to detail

Communication skills

Education

Bachelor’s & Master’s in finance or math

Accounting

Tools

Microsoft Office

SQL databases

Job description

## Lead Data Migration SpecialistApply: Office - Boise: Full time: Posted Yesterday: R4067-2**Job** **Summary:**The Data Migration Specialists play a crucial role in enhancing our system's automation, speed, accuracy, and workflow. They employ tools such as Excel, SQL, VBA, and Python 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 solid foundation in accounting knowledge.* Advanced Excel proficiency.* Securities or financial markets knowledge, especially involving derivatives, alternatives, structured products, and/or fixed income.* Project Management Skills (ex. workstream lead).* 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 & Master’s in finance or math, accounting, economics.* 2+ years of relevant experience.* Experience with SQL or other relational databases### WelcomeThank you for your interest in a career with Clearwater!### About usClearwater 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**.### Don’t meet every single requirement?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, we encourage you to still apply! You may be just what we're looking for.