Lead Data Migration Specialist

Clearwater Analytics • Boise, ID

1d

About The Position

Data Migration Specialists enhance 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 migration process and reduce delivery times. The role supports establishing replicable, adaptable processes that can accommodate Clearwater’s expanding client base.

The primary responsibility is loading and validating client data into the Clearwater investment account system. The specialist applies accounting, investment, and data-workflow knowledge while coordinating complex activities in a dynamic, agile environment and supporting Clearwater’s client implementation methodologies.

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 into the Clearwater investment account system.
• Apply acquired skills, procedures, and decision-making best practices to resolve issues.
• Use Clearwater Way methodologies to implement and onboard clients, including supporting the Client Engagement Model.
• Identify opportunities for improvement and lead implementation of solutions for continuous service improvement.
• Apply knowledge of the accounting equation, amortization, interest income, and other accounting concepts.
• Use knowledge of data intake, normalization, reconciliation, reporting workflows, and related concepts.
• Apply knowledge of vanilla fixed-income and equity investments and understand their purpose and functionality within Clearwater.
• 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.
• Collaborate with development teams to simplify migration processes and reduce delivery times.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior