Jobgether-posted 1 day ago
$128,000 - $153,000/Yr
Full-time • Mid Level
Remote
11-50 employees

As a Senior Data Migration Consultant, you will play a key role in delivering high-impact software implementations for investment management firms. You will lead data migration projects from planning to execution, ensuring accuracy, integrity, and efficiency in every stage. Collaborating with diverse internal and client teams, you will map, transform, and validate complex financial data while streamlining operational workflows. Your expertise will support the successful onboarding of enterprise cloud solutions, contributing to both client success and system optimization. This role offers the opportunity to work at the intersection of finance and technology in a collaborative, high-performing environment where your impact is visible from day one.

  • Lead end-to-end data migration projects, ensuring data accuracy, integrity, and accessibility.
  • Collaborate with clients and internal teams to gather requirements and understand portfolio accounting, client management, and performance data needs.
  • Perform data mapping, cleansing, and transformation activities in line with project specifications.
  • Validate, troubleshoot, and resolve variances between source data and system outputs, providing guidance and support to stakeholders.
  • Coordinate with project managers and functional consultants to manage dependencies and ensure timely delivery.
  • Partner with data teams to enhance automation, improve data processes, and increase operational efficiency.
  • Communicate effectively with clients and internal teams, delivering timely and accurate updates on migration tasks.
  • Bachelor’s or Master’s degree in Finance, Accounting, Economics, or a related field.
  • 5+ years of experience within the investment management industry.
  • Strong knowledge of financial instruments, portfolio accounting systems, and performance measurement methodologies.
  • Proven experience managing complex data migration projects from planning through execution.
  • Proficiency in SQL, ETL/data integration tools, and MS Excel.
  • Excellent problem-solving skills, attention to detail, and the ability to work independently or in team settings.
  • Strong client-facing communication skills, capable of translating technical concepts for non-technical stakeholders.
  • experience with Agile methodologies
  • SaaS implementations
  • AWS
  • APIs
  • serverless technologies
  • project management
  • CFA designation
  • Competitive salary ($128,000–$153,000 OTE) with opportunities for advancement.
  • Participation in company stock plan.
  • Comprehensive health insurance at $0 cost for employees.
  • Unlimited vacation policy and flexible work arrangements.
  • Educational and wellness reimbursements.
  • Remote-friendly environment with optional in-office collaboration opportunities.
  • Supportive, high-performing, and collaborative culture focused on professional growth and innovation.
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