Lead Data Migration Specialist

Clearwater Analytics • Boise, ID

1d

About The Position

Data Migration Specialists enhance system automation, speed, accuracy, and workflow by collecting and analyzing data and resolving issues and discrepancies using tools such as Excel, SQL, VBA, and Python. Their work improves the efficiency of onboarding client data at Clearwater. They collaborate with development teams to create strategies that simplify the process and reduce delivery times, while establishing replicable and adaptable processes that can support an expanding client base.

The primary responsibility is loading and validating client data in the Clearwater investment account system. The role applies Clearwater Way methodologies to implement and onboard clients, supports the Client Engagement Model, and contributes to continuous service improvement. It also applies accounting, investment, and data workflow knowledge while coordinating complex activities in a dynamic, agile environment.

Requirements

• Bachelor’s and master’s degrees in finance, math, accounting, or economics.
• At least 2 years of relevant experience.
• 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.
• Experience with SQL or other relational databases.

Responsibilities

• Apply acquired skills, procedures, and decision-making best practices to resolve issues.
• Load and validate client data in the Clearwater investment account system.
• Apply Clearwater Way methodologies to implement and onboard clients, including aligning with and supporting the Client Engagement Model.
• Identify opportunities for improvement and lead implementation of 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
• Career Level: Senior