Lead Data Migration Specialist-3

Clearwater Analytics; Boise (ID); On-site; USD 65,000 - 90,000; Full time

Job summary

Clearwater Analytics is seeking a Data Migration Specialist to enhance automation, speed, and accuracy of client data onboarding. You will use Excel, SQL, VBA, and Python to collect, analyze, and resolve data issues while collaborating with development teams to reduce delivery times.

The role emphasizes replicable processes, adaptability, and scalable onboarding for an expanding client base, with a strong focus on data integrity and financial data workflows.

Qualifications

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

Responsibilities

• Loads and validates client data into Clearwater’s investment account system.
• Applies Clearwater Way methodologies to onboard clients and support Client Engagement Model.
• Identifies opportunities for improvement and leads solutions for continuous service improvement.
• Applies understanding of accounting concepts and the accounting equation in data processes.
• Understands data intake, normalization, reconciliation, and reporting workflow.

Skills

Accounting knowledge

Derivatives/Fixed income knowledge

Project management

Attention to detail

Communication skills

Math proficiency

Organizational skills

Interpersonal skills

Problem solving

Education

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

2+ years of relevant experience

SQL or relational databases experience

Tools

SQL

Excel

VBA

Python

Job description

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