Office - Boise
Live, first seen by us 21 days agoEmployment type in the employer’s posting: Full timeFrom the employer’s posting
Bachelor’s & Master’s in finance or math, accounting, economics.
2+ years of relevant experience.
Experience with SQL or other relational databases
Education and Experience: - Bachelor’s & Master’s in finance or math, accounting, economics. - 2+ years of relevant experience.
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Day 21
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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, SQL, VBA, and Python 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:
- 2+ years of relevant experience. - Experience with SQL or other relational databases
- They must possess a solid foundation in accounting knowledge. - Advanced Excel proficiency. - Securities or financial markets knowledge, especially involving derivatives, alternatives, structured products, and/or fixed income.
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Yes. We’ve followed one other Lead Data Migration Specialist job there since May 2026. It is still up.
New Data Operations postings at the employers we follow are up 214% over the last 6 weeks compared with the 6 before.
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We file this job under Data Operations, by the work the posting describes.
Data operations staff do the day-to-day work of getting data processed correctly: loading and checking files, moving records between systems, fixing errors and following set procedures.
Expect Excel, some SQL, close attention to detail, and knowledge of the particular systems the company runs.
Data governance sets the rules for the data; data operations does the hands-on work of processing it and keeping it moving.
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, SQL, VBA, and Python 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 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 (ex. 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 & Master’s in finance or math, accounting, economics.
2+ years of relevant experience.
Experience with SQL or other relational databases
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Office - Boise
Working pattern and location restrictions need checking in the full posting.
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