Office - Boise
Open 4 months, first seen by us 121 days agoEmployment type in the employer’s posting: Full timeFrom the employer’s posting
Load and validate client data into the Clearwater investment account system
Collect and analyze data in Excel and SQL to resolve issues and discrepancies
Implement and onboard clients using Clearwater Way methodologies
Lead improvements to onboarding processes and workflow efficiency
Coordinate complex activities in a dynamic, agile environment
Loads and validates client data into the Clearwater investment account system as the primary responsibility.
They employ tools such as Excel and SQL to collect and analyze data, resolving issues and discrepancies.
Demonstrates a working knowledge of Clearwater Way methodologies to implement and onboard clients
Identifies opportunities for improvement and takes the lead in implementing solutions
Coordinates complex activities effectively within a dynamic and agile environment.
Advanced Excel proficiency
Advanced SQL or other relational databases
They must possess a strong foundation in accounting knowledge.
Advanced securities or financial markets knowledge, especially involving derivatives, alternatives, structured products, and/or fixed income
Education and Experience: - Bachelor’s and/or Master’s in finance or math, accounting, economics. - 7+ years of relevant experience.
Open 4 monthsWe first saw this posting 121 days ago and it is still up. Roles open this long are often slow to fill or kept open to collect applications.
These dates show when we found the posting. Check the employer’s website to confirm it is still accepting applications.
Day 121
Up longer than most. Similar jobs usually come down between day 7 and day 51.
Well past Clearwateranalytics’s usual: its jobs come down by about day 46.
From 595 similar postings that came down, and 41 of Clearwateranalytics’s. Coming down is not always a hire.
19 open jobs
Open jobs by the week we first saw them, last 12 weeks.
Add your resume and we’ll mark which of these tools you already use, and point out anything in the posting that could rule you out.
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:
- 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
- They must possess a strong foundation in accounting knowledge. - Advanced Excel proficiency - Advanced SQL or other relational databases
Complete your application on clearwateranalytics.wd1.myworkdayjobs.com. The employer’s form will show what is required.
Already applied? Track this application
New Data Operations postings at the employers we follow are up 214% over the last 6 weeks compared with the 6 before.
Each bar is one week of new postings. The darkest bars are the last 6 weeks.
Counted from the hiring pages we’ve followed for at least five weeks, so employers we add don’t look like growth. Updated weekly.
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 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.
Selected passages from the saved posting. Check the full description for conditions and exceptions.
No pay amount identified in the saved description.
Office - Boise
Working pattern and location restrictions need checking in the full posting.
No clear work-authorization passage found. Eligibility is unconfirmed.