Data Migration Specialist

Clearwater Analytics • Boise, ID

3d • $62,000 - $85,000

About The Position

Financial Data Migration Specialists help improve the automation, speed, accuracy, and workflow of client data onboarding at Clearwater. They use tools such as Excel, SQL, VBA, and Python to collect and analyze data and resolve issues and discrepancies. Working closely with development teams, they devise strategies to simplify the process and reduce delivery times. The role supports the development of replicable and adaptable processes that can accommodate Clearwater’s expanding client base.

The primary responsibility is loading and validating client data in Clearwater’s investment account system. Specialists apply accounting and investment knowledge, Clearwater Way methodologies, and an understanding of data intake and reporting workflows to implement and onboard clients. They also identify and lead service-improvement initiatives and coordinate complex activities in a dynamic, agile environment.

Requirements

• Solid foundation in accounting knowledge.
• Advanced Excel proficiency.
• Knowledge of securities or financial markets, especially derivatives, alternatives, structured products, and/or fixed income.
• Project management skills, such as workstream leadership.
• 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 and master’s degrees in finance, math, accounting, or economics.
• At least 2 years of relevant experience.
• Experience with SQL or other relational databases.

Responsibilities

• Load and validate client data in the Clearwater investment account system.
• Apply acquired skills, procedures, and decision-making best practices to resolve issues.
• Demonstrate working knowledge of Clearwater Way methodologies to implement and onboard clients, including supporting the Client Engagement Model.
• Identify opportunities for improvement and lead solutions for continuous service improvement, individually and within the role.
• Apply understanding of the accounting equation, amortization, interest income, and other accounting concepts.
• Use knowledge of data intake, normalization, reconciliation, and reporting workflows and related concepts.
• Apply knowledge of vanilla fixed income and equity investments and understand their purpose and functionality within Clearwater.
• Understand and apply Clearwater’s core value proposition—aggregate, reconcile, report—in a market- and client-agnostic manner.
• Coordinate complex activities effectively in a dynamic and agile environment.

What This Job Offers

• Job Type: Full-time