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Ridgeline · 17 hours ago

Senior Data Migration Consultant

United States

Full-time

Remote

Senior Level

$128K/yr - $153K/yr

5+ years exp

Ridgeline is an innovative company focused on transforming investment management through technology. As a Senior Data Migration Consultant, you will lead data migration projects, ensuring accuracy and integrity while collaborating with diverse teams to deliver impactful software implementations.

Artificial Intelligence (AI)Information TechnologySoftware

Responsibilities

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

Qualification

Data migrationSQLPortfolio accounting systemsETL toolsFinancial instrument knowledgeAgile principlesAWS understandingChartered Financial AnalystCommunication skillsProblem-solvingTeamworkAttention to detailProject management

Required

Bachelor's or Master's degree in Finance, Accounting, or Economics

5+ years of experience within the investment management industry

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)

Strong communication and client-facing skills, with the ability to translate technical concepts to non-technical stakeholders

Strong experience in SQL, data integration ETL tools and MS Excel

Proven track record of managing complex data projects from planning through execution

Excellent problem-solving abilities and attention to detail

Ability to work independently and in team settings, managing multiple priorities under tight deadlines