Lead Data Migration Specialist-3

Job Summary

The Data Migration Specialists enhance system automation, speed, accuracy, and workflow at Clearwater. They resolve issues and discrepancies using tools like Excel, SQL, VBA, and Python, improving onboarding client data efficiency.

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. Coordinates complex activities effectively within a dynamic and agile environment.

Required Skills

Solid foundation in accounting knowledge. Advanced Excel proficiency. Securities or financial markets knowledge, especially involving derivatives, alternatives, structured products, and/or fixed income. Project Management Skills (e.g., workstream 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.

Education and Experience

Bachelor’s & Master’s in finance or math, accounting, economics. 2+ years of relevant experience.