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Ridgeline logo
Ridgeline

The Industry Cloud Platform for Investment Management

Senior Data Migration Consultant

Data EngineerData EngineerOtherRemoteSeniorTeam 201-500Since 2017H1B SponsorCompany SiteLinkedIn

Location

California + 2 moreAll locations: California | Nevada | New York

Posted

89 days ago

Salary

$128K - $153K / year

Seniority

Senior

Bachelor Degree5 yrs expEnglishETLSQL

Job Description

Senior Data Migration Consultant

Ridgeline

• 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.

Job Requirements

  • 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.

Benefits

  • unlimited vacation
  • educational and wellness reimbursements
  • $0 cost employee insurance plans
  • Company Stock Plan

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