Data Migration Specialist
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Before you apply
Salary$62k – $85k
LocationOffice - Boise
Work modeon-site
Typefull-time
SeniorityMid
Experience2+ yrs
Company size1,001–5,000 people
PostedJul 22, 2026 · 3mo ago
Verified live2d ago
At a glanceSummarised by Seekless from the posting.
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
Bachelor's or Master's in finance, math, accounting, or economics
2+ years of relevant experience
Experience with SQL or other relational databases
Skills
Excel
SQL
VBA
Python
Microsoft Office
Job Summary:
The Financial 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.
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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
Chicago Salary Range: $62,000 - $85,000 depending on experience.