Data Migration Specilaist
Core
Load and validate client data into the Clearwater investment account system, resolving discrepancies and optimizing onboarding workflows.
Role type
Data Migration Specialist
Builds
Client onboarding processes and investment account data integrity
Domain
Financial services / Investment management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Accounting knowledge, Advanced Excel, SQL, Securities/financial markets knowledge, Data normalization and reconciliation
Preferred skills
Derivatives and structured products knowledge, Fixed income and equity investments understanding
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
Junior to Mid-level, hands-on IC
