Lead Data Migration Specialist-3
Core
Load and validate client data into the Clearwater investment account system, resolving discrepancies and optimizing onboarding workflows.
Role type
Lead Data Migration Specialist (Financial Services)
Builds
Client data ingestion and validation pipelines for investment accounts
Domain
Financial Services / Investment Management
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Advanced Excel, SQL, Accounting knowledge (amortization, interest income), Fixed income and equity investments, Project Management, Data normalization and reconciliation
Preferred skills
Python, VBA, Derivatives and structured products knowledge
Technologies
Excel, SQL, VBA, Python
Responsibilities
Load and validate client data into the Clearwater investment account system; Resolve data issues and discrepancies; Implement solutions for continuous service improvement; Coordinate complex activities within an agile environment
Seniority
Mid-level, hands-on IC
