Sr. Data Migration 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

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 and SQL 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.

Qualifications

• Strong foundation in accounting knowledge.
• Advanced Excel proficiency.
• Advanced SQL or other relational database proficiency.
• Advanced securities or financial markets knowledge, especially involving derivatives, alternatives, structured products, and/or fixed income.
• Project Management Skills (ex. project 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 and/or Master’s in finance or math, accounting, economics. 7+ years of relevant experience.

Salary Range

$85,000 - $120,000 USD Annual.

Benefits

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

Equal Opportunity

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.