Lead Data Migration Specialist

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 mortgages and private equity

• Bachelor’s & Master’s in finance or math, accounting, economics
• 2+ years of relevant experience
• Experience with SQL or other relational databases
• Advanced Excel proficiency
• Securities or financial markets knowledge, especially involving derivatives, alternatives, structured products, and/or fixed income
• Project Management Skills (ex. workstream lead, organizing and managing priorities)