Sr. Data Migration Specialist
Core
Load and validate client data into the Clearwater investment account system, resolving discrepancies and optimizing onboarding workflows.
Role type
Senior Data Migration Specialist (Financial Services)
Builds
Client onboarding processes and investment account data pipelines
Domain
Financial Services / Investment Management
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Advanced Excel, Advanced SQL, Accounting knowledge (amortization, interest income), Securities knowledge (fixed income, equity, derivatives, structured products), Data normalization and reconciliation, Project Management
Preferred skills
Master's degree in finance/math/accounting/economics, Clearwater Way methodologies experience
Technologies
Excel, SQL, Microsoft Office
Responsibilities
Load and validate client data into the investment account system; Resolve data issues and discrepancies; Implement solutions for continuous service improvement; Coordinate complex activities in an agile environment.
Seniority
Senior, hands-on IC
