10 дней назад
Data Migration Specialist (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Data Migration Specialist (Fintech): Loading, validating, reconciling, and analyzing client investment data for Clearwater's account system with an accent on accounting concepts, financial markets, Excel, and SQL. Focus on resolving data discrepancies, improving migration workflows, and building repeatable onboarding processes in collaboration with development teams.
Location: Office - Boise, United States
Company
provides an investment account system and data onboarding solutions for financial clients.
What you will do
- Load and validate client data in the Clearwater investment account system.
- Collect, analyze, normalize, reconcile, and report data using Excel, SQL, and related workflows.
- Investigate data issues and discrepancies and apply appropriate procedures and decision-making practices.
- Implement continuous service improvements and develop repeatable, adaptable migration processes.
- Coordinate complex onboarding activities with development teams in a dynamic environment.
- Apply accounting, investment, and Clearwater Way methodologies to client implementation.
Requirements
- Bachelor’s and/or Master’s degree in finance, mathematics, accounting, or economics.
- At least 1 year of relevant experience.
- Strong accounting knowledge, including accounting equations, amortization, and interest income.
- Advanced Excel proficiency and experience with SQL or relational databases.
- Knowledge of securities or financial markets, especially derivatives, alternatives, structured products, or fixed income.
- Strong attention to detail, documentation, communication, organization, interpersonal, mathematical, and problem-solving skills.
Culture & Benefits
- Full-time office-based work in Boise.
- Collaboration with development teams and client implementation stakeholders.
- Opportunities to improve automation, speed, accuracy, and workflow efficiency.
- Work in a dynamic and agile environment focused on scalable client onboarding.
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