Data Migration Specialist

Clearwater Analytics • Boise, ID

2d

About The Position

The Data Migration Specialists play a crucial role in enhancing the system's automation, speed, accuracy, and workflow. They utilize tools such as Excel and SQL to collect and analyze data, resolving issues and discrepancies. This optimization significantly improves the efficiency of onboarding client data at Clearwater. Collaborating closely with talented development teams, they devise creative strategies that simplify the process and dramatically cut down delivery times. The commitment is to establish processes that are not only replicable but also adaptable, enabling the company to effortlessly accommodate an expanding client base.

Requirements

• 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.
• Bachelor’s & Master’s in finance or math, accounting, economics.
• 2+ years of relevant experience.
• Experience with SQL or other relational databases.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees