Lead Data Migration Specialist

Clearwater Analytics; Chicago (IL); On-site; USD 60,000 - 96,000; Full time

Benefits offered by this job

Health/vision/dental insurance

401(k)

PTO

Parental leave

Medical leave

STD/LTD insurance

Job summary

Clearwater Analytics is seeking a Lead Data Migration Specialist to streamline client data onboarding using Excel, SQL, and AI. You will validate data, implement CW methodologies, and drive improvements that reduce delivery times while ensuring accuracy and replicability across expanding client bases.

You will collaborate with development teams to craft strategies that optimize data intake, reconciliation, and reporting, while applying accounting concepts and ensuring data integrity throughout

Qualifications

• Bachelor's and/or master's degree in finance, math, accounting or economics.
• Minimum 2+ years of relevant data migration or analytics experience.
• Experience with SQL or relational databases is required.

Responsibilities

• Load and validate client data into Clearwater's systems.
• Identify opportunities for process improvements and lead implementations.
• Develop and apply data intake, normalization, reconciliation, and reporting workflows.
• Collaborate with development teams to accelerate onboarding timelines.

Skills

Accounting knowledge

Advanced Excel

Securities/Markets knowledge

Project management

MS Office

Attention to detail

Communication

Organizational skills

Math skills

Education

Bachelor’s & Master’s in finance or math, accounting, economics

Experience with SQL or relational databases

Tools

SQL

Job description

The Lead Data Migration Specialist plays a crucial role in enhancing our system's automation, speed, accuracy, and workflow. They employ tools such as Excel, SQL, and AI 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 mortgages and private equity. Understands and applies Clearwater's core value proposition (aggregate, reconcile, report) in a market- and client-agnostic manner.

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, organizing and managing priorities).
• 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

Salary Range

$60,000 - $85,000 This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time.

Benefits

• For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits.

Salary Range

$74,000.00 - $96,000.00 This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time.

Benefits

• For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits.

Equal Opportunity

Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

Equal Opportunity

Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

About Clearwater Analytics

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.

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