Senior Data Migration Lead – Investment Management

Ridgeline; United States; Remote; USD 143,000 - 190,000; Full time

Benefits offered by this job

Unlimited vacation

Educational reimbursements

Wellness reimbursements

Zero-cost employee insurance

Job summary

Ridgeline is the first front-to-back system of record for investment managers, modernizing an industry held back by outdated technology. Founded by visionary leaders, Ridgeline combines innovation with a collaborative culture and expansive benefits.

The Senior Data Specialist role leads data conversion projects from inception to completion, working with the implementation team and customers to gather requirements for client management and portfolio accounting data, and performing mappings and

Qualifications

• Bachelor’s or Master’s degree in Finance, Accounting, or Economics.
• 5+ years in investment management, with strong knowledge of financial instruments and data workflows.
• Proficiency in SQL, ETL tools, and MS Excel; experience with enterprise SaaS implementations a plus.

Responsibilities

• Lead data conversion projects from inception to completion, ensuring data integrity and accessibility.
• Collaborate with implementation team and customers to gather requirements for client management and portfolio accounting data.
• Perform data mapping, transformation, and cleansing activities to meet project specifications.

Skills

SQL

ETL tools

MS Excel

Education

Bachelor’s or Master’s degree in Finance, Accounting, or Economics

Job description

Ridgeline is the first front-to-back system of record for investment managers, modernizing an industry held back by outdated technology. Founded by visionary leaders, Ridgeline combines innovation with a collaborative culture and expansive benefits.

The Senior Data Specialist role leads data conversion projects from inception to completion, working with the implementation team and customers to gather requirements for client management and portfolio accounting data, and performing mappings and