Lead Data Migration Specialist-3

Job Summary

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 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 for continuous service improvement.
• Applies understanding of the accounting equation, amortization, interest income, and other accounting concepts.
• Utilizes understanding of data intake, normalization, reconciliation, and reporting workflow.
• Applies understanding of vanilla fixed income and equity investments and their purpose within CW.
• Understands and applies Clearwater's core value proposition of aggregate, reconcile, report in a market- and client-agnostic manner.
• Coordinates complex activities effectively within a dynamic and agile environment.

Required Skills

• 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 such as 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 and Master's in finance or math, accounting, economics.
• 2+ years of relevant experience.
• Experience with SQL or other relational databases.