Lead Data Migration Specialist

Clearwater Analytics, LLC; Chicago (IL); Vor Ort; USD 74.000 - 96.000; Vollzeit

Benefits dieser Stelle

Health insurance

Vision Insurance

Dental Insurance

401(k) plan

Paid time off (PTO)

Parental leave

Medical leave

Short/Long-term disability insurance

Zusammenfassung

Clearwater Analytics is seeking a Lead Data Migration Specialist to enhance automation, speed, and accuracy in onboarding client data. You will use Excel, SQL, and AI tools to collect and analyze data, resolve discrepancies, and collaborate with development teams on scalable processes.

Ideal candidates have strong accounting background, advanced Excel, and experience with SQL. The role emphasizes process replication and adaptability to support a growing client base while improving delivery times.

Qualifikationen

• Accounting knowledge is required.
• Advanced Excel proficiency is required.
• Knowledge of securities or financial markets, derivatives, alternatives, structured products, and/or fixed income.
• Project Management skills (e.g., lead workstreams, prioritize tasks).
• Strong computer skills including Microsoft Office.
• Excellent attention to detail and documentation.
• Outstanding verbal and written communication.
• Strong organizational and interpersonal skills.
• Excellent math and problem-solving abilities.

Aufgaben

• Loads and validates client data into Clearwater's investment account system as the primary responsibility.
• Applies Clearwater Way methodologies to onboard clients and support Client Engagement Model.
• Identify opportunities for improvement and lead solutions for continuous service improvement.
• Resolve issues using accounting concepts like the accounting equation, amortization, and interest income.
• Understand data intake, normalization, reconciliation, and reporting workflows.

Kenntnisse

Accounting basics

Advanced Excel

Finance markets

Project management

MS Office

Attention to detail

Communication

Organization

Problem solving

Math skills

Ausbildung

Bachelor’s & Master’s in finance or math

Tools

SQL

Jobbeschreibung

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

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

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.

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

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

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.

Company Overview

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.

Diversity Statement

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.