Senior Data Migration & Automation Specialist

Clearwater Analytics, LLC; Boise (ID); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

health/vision/dental insurance

401(k)

PTO

parental leave

medical leave

STD/LTD insurance benefits

Job summary

Clearwater Analytics, LLC in Boise, Idaho is seeking a Data Migration Specialist to enhance automation, speed, and accuracy of client data onboarding. You will load and validate data into the investment account system and collaborate with development teams to streamline CW workflows.

The role requires strong Excel and SQL skills, solid accounting knowledge, and the ability to identify improvements in a fast-paced, agile environment.

Qualifications

• Bachelor’s and/or Master’s in finance or math, accounting, economics.
• 7+ years of relevant experience.
• Advanced Excel and SQL proficiency.
• Strong knowledge of derivatives, alternatives, structured products, and fixed income.

Responsibilities

• Load and validate client data into Clearwater's investment account system.
• Apply Clearwater Way methodologies to onboard clients and support Client Engagement Model.
• Identify opportunities for improvement and lead implementation of solutions.
• Coordinate complex activities effectively within a dynamic and agile environment.
• Apply understanding of the accounting equation, amortization, and interest income.
• Utilize data intake, normalization, reconciliation, and reporting workflows.
• Understand Clearwater's core value proposition (aggregate, reconcile, report) in a market- and client-agnostic manner.

Skills

Advanced Excel

SQL proficiency

Accounting knowledge

Financial markets knowledge

Project management

Communication skills

Attention to detail

Documentation skills

Interpersonal skills

Education

Bachelor’s or Master’s in finance/math/accounting/economics

Tools

Microsoft Office

Job description

Clearwater Analytics, LLC in Boise, Idaho is seeking a Data Migration Specialist to enhance automation, speed, and accuracy of client data onboarding. You will load and validate data into the investment account system and collaborate with development teams to streamline CW workflows.

The role requires strong Excel and SQL skills, solid accounting knowledge, and the ability to identify improvements in a fast-paced, agile environment.