Sr. Data Migration Specialist

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 and SQL 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 strong foundation in accounting knowledge. 

• Advanced Excel proficiency  

• Advanced SQL or other relational databases 

• Advanced securities or financial markets knowledge especially involving derivatives alternatives structured products and/or fixed income 

• Project Management Skills (ex. project 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 and/or Master’s in finance or math accounting economics. 

• 7+ years of relevant experience. 

Salary Range

$85000 - $120000 USD Annual

This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law compensation will be determined based on relevant experience other job-related qualifications/skills and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role benefits include: health/vision/dental insurance 401(k) PTO parental leave and medical leave STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability or veteran status age or any other federally protected class.

What We Do

CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights. The result? Investment management that works as seamlessly as your investment strategy. Since our founding in 2004 CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies asset managers and hedge funds to asset owners like corporations endowments and pension funds managing over $10 trillion in assets.

Why Work With Us

We continue to grow fueled by a strong foundation an ambitious vision and a commitment to delivering exceptional value to our clients partners and team members around the world. What started as a bold idea in Boise Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices

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