Sr. Data Migration Specialist

Clearwater Analytics; Chicago (IL); On-site; USD 80,000 - 110,000; Full time

Job summary

Clearwater Analytics in Chicago seeks a Data Migration Specialist to enhance automation, speed, and accuracy by collecting and analyzing data with Excel and SQL. You will load and validate client data into Clearwater's investment account system and collaborate with development teams to implement onboarding improvements, enabling rapid client growth.

The role requires strong accounting knowledge, advanced Excel/SQL, and experience in financial markets.

Qualifications

• Bachelor’s or Master’s in finance, math, accounting, or economics.
• 7+ years of relevant experience.
• Strong Excel and SQL skills for data handling.
• Knowledge of derivatives, fixed income, and financial markets.
• Excellent attention to detail and documentation.

Responsibilities

• Resolve issues using established procedures and best practices.
• Load and validate client data into Clearwater's investment account system.
• Apply Clearwater Way methodologies to onboard clients and support Client Engagement Model.
• Identify improvement opportunities and lead solutions for service enhancement.
• Apply understanding of accounting concepts including amortization and interest income.
• Apply knowledge of data intake, normalization, reconciliation, and reporting workflows.
• Understand vanilla fixed income and equity investments and their roles in CW.
• Apply Clearwater's core value proposition: aggregate, reconcile, report.
• Coordinate complex activities in a dynamic, Agile environment.

Skills

Advanced Excel

SQL Databases

Financial markets

Project management

MS Office

Attention to detail

Communication skills

Organizational skills

Problem solving

Math expertise

Education

Finance/Math/Accounting/Economics degree

Tools

None

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.

Required skills

• They must possess a strong foundation in accounting knowledge.
• Advanced Excel proficiency Advanced SQL or other relational databases
• 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.

Thank you for your interest in a career with Clearwater! Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at www.clearwateranalytics.com.

Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with the job description, we encourage you to still apply! You may be just what we're looking for.