Lead Data Onboarding & Automation Specialist

Clearwater Analytics; Chicago (IL); On-site; USD 70,000 - 100,000; Full time

Job summary

Clearwater Analytics is seeking a Data Migration Specialist to enhance automation, speed, accuracy, and workflow. You will collect and analyze data with Excel, SQL, VBA, and Python to onboard clients efficiently and resolve discrepancies.

Collaborate with development teams to devise strategies that cut delivery times and establish replicable, adaptable processes for a growing client base. Strong accounting, Excel, and data-management skills are essential.

Qualifications

• Solid foundation in accounting knowledge.
• Advanced Excel proficiency.
• Securities or financial markets knowledge (derivatives, alternatives, fixed income).
• Experience with SQL or relational databases.

Responsibilities

• Loads and validates client data into the Clearwater investment account system.
• Onboards clients using Clearwater methodologies and Client Engagement Model.
• Identifies opportunities for improvement and leads solutions for service improvement.
• Applies understanding of accounting concepts (e.g., equation, amortization, interest income).
• Understands data intake, normalization, reconciliation, and reporting workflow.
• Comprehends fixed income and equity investments and their CW purposes.
• Follows Clearwater's core value proposition: aggregate, reconcile, report.

Skills

Advanced Excel

Accounting knowledge

Data analysis

Attention to detail

Communication skills

Project management

Mathematics

Education

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

Tools

SQL

Microsoft Office

Job description

Clearwater Analytics is seeking a Data Migration Specialist to enhance automation, speed, accuracy, and workflow. You will collect and analyze data with Excel, SQL, VBA, and Python to onboard clients efficiently and resolve discrepancies.

Collaborate with development teams to devise strategies that cut delivery times and establish replicable, adaptable processes for a growing client base. Strong accounting, Excel, and data-management skills are essential.