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Job Details

Skills

Data Migration
VBA
Python
Optimization
Onboarding
Adaptability
Decision-making
Customer Engagement
Normalization
Workflow
Investments
Reporting
Agile
Microsoft Excel
Securities
Derivatives
Fixed Income
Project Management
Microsoft Office
Attention To Detail
Documentation
Communication
Problem Solving
Conflict Resolution
Finance
Mathematics
Accounting
Economics
SQL
Relational Databases

Summary

Job Summary:

The Data Migration Specialists play a crucial role in enhancing our system's automation, speed, accuracy, and workflow. They employ tools such as Excel, SQL, VBA, and Python to collect and analyze data, resolving issues and discrepancies. This optimization greatly improves the efficiency of onboarding client data at Clearwater. Collaborating closely with our talented development teams, they devise creative strategies that not only simplify the process but also dramatically cut down delivery times. Our commitment lies in establishing processes that are not only replicable but also adaptable, enabling us to effortlessly accommodate our expanding client base.

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.
Understands and applies Clearwater's core value proposition (aggregate, reconcile, report) in a market- and client-agnostic manner.
Coordinates complex activities effectively within a dynamic and agile environment.

Required skills:

They must possess a 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 (ex. 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.
Experience with SQL or other relational databases

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

Dice Id: 91121376
Position Id: 9c09d8b399739e1d9319206f296e59fb
Posted 3 days ago

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Lead Data Migration Specialist-3

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