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.

Bachelor’s and/or Master’s in finance or math, accounting, economics
7+ years of relevant experience
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

Senior Data Migration Specialist

Key skills