Data Migration Specialist

March 14

🏢 In-office - Manhattan

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Logo of Ridgeline

Ridgeline

The Industry Cloud Platform for Investment Management

Software Development • AWS • Investment management • Fintech • Software engineering

201 - 500

Description

• Lead data conversion projects from inception to completion, ensuring data integrity, accuracy, and accessibility • Collaborate with the implementation team and customers to gather requirements, understand their client management, portfolio accounting and performance data needs • Perform data mapping, transformation, and cleansing activities to meet project specifications • Validate, troubleshoot, and resolve any variances between source data and Ridgeline system generated data during the data conversion process, providing technical support and guidance to customers • Coordinate closely with project managers and functional consultants to ensure dependencies are identified and accurately accounted for as part of the broader onboarding process • Partner with Data Science team to improve inefficient processes, enhance system automation, and improve accuracy • Understand and apply Ridgeline’s value proposition and leverages our established implementation methodology to provide holistic solutions • Deliver accurate and timely responses to customers and the implementation team (verbal and written) related to data migration tasks • Contribute to department broader Customer Success initiatives to improve the onboarding experience

Requirements

• Bachelor’s or Master’s degree in Computer Science, Information Systems, Mathematics, Finance, or related field • Minimum of 5 years of experience in data conversion projects, specifically within the investment management industry • Strong technical skills with experience in SQL, database management systems [MS SQL, Oracle, Mysql, or Postgres], and data integration or ETL tools • Advanced MS Excel proficiency • Strong knowledge of financial instrument types, asset management industry, and data related workflows (reconciliation, data flows, and end user reporting) • In-depth knowledge of portfolio accounting systems and performance measurement methodologies, including financial transaction types and asset classes (equities, fixed income, and FX) • Proven track record of managing complex data projects from planning through execution • Excellent problem-solving abilities and attention to detail • Strong communication and client-facing skills, with the ability to translate technical concepts to non-technical stakeholders • Ability to work independently and in team settings, managing multiple priorities under tight deadlines

Benefits

• Unlimited vacation • Educational and wellness reimbursements • $0 cost employee insurance plans

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