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:
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Applies acquired skills, procedures, and decision-making best practices to resolve various issues.
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Loads and validates client data into the Clearwater investment account system as the primary responsibility.
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Demonstrates a working knowledge of Clearwater Way methodologies to implement and onboard clients, including aligning and supporting CW's Client Engagement Model.
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Identifies opportunities for improvement and takes the lead in implementing solutions, both individually and within their role, for continuous service improvement.
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Applies their understanding of the accounting equation, amortization, interest income, and other accounting concepts.
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Utilizes their understanding of data intake, normalization, reconciliation, and reporting workflow, along with related concepts.
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Applies their understanding of vanilla fixed income and equity investments, comprehending their purpose and functionality within CW.
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Understands and applies Clearwater's core value proposition (aggregate, reconcile, report) in a market- and client-agnostic manner.
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Coordinates complex activities effectively within a dynamic and agile environment.
Required skills:
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They must possess a strong foundation in accounting knowledge.
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Advanced Excel proficiency.
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Advanced experience with SQL or other relational databases.
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Advanced securities or financial markets knowledge, especially involving derivatives, alternatives, structured products, and/or fixed income.
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Project Management Skills (ex. project lead).
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Strong computer skills, including proficiency in Microsoft Office.
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Excellent attention to detail and strong documentation skills.
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Outstanding verbal and written communication skills.
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Strong organizational and interpersonal skills.
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Exceptional problem-solving abilities and math expertise.
Education and Experience:
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Bachelor’s and/or Master’s in finance or math, accounting, economics.
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4+ years of relevant experience.
Top Skills
What We Do
Clearwater Analytics is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations.
Clearwater aggregates, reconciles, and reports on more than $5.5 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide.
For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients.
With global headquarters in Boise, Idaho, and offices in Edinburgh, London, New Delhi, New York, and Singapore, Clearwater sets the new global standard for investment portfolio reporting.
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