Senior Data Migration Consultant

Summary

Join Ridgeline as a Data Migration Consultant and lead end-to-end implementations of our enterprise cloud software for investment management clients. You will collaborate with internal and external stakeholders, focusing on data migrations. This role requires a consultative approach, innovative thinking, and teamwork to ensure successful project launches. You will manage data conversion projects, gather requirements, perform data mapping and transformation, and troubleshoot data variances. Collaboration with project managers, functional consultants, and the Data Science team is crucial. Success in this position demands strong technical skills, experience in the investment management industry, and excellent communication abilities.

Requirements

• Bachelor’s or Master’s degree in Finance, Accounting, Economics, Information Systems, Mathematics, or related field
• Minimum of 5 years of experience in data conversion projects, specifically within the investment management industry
• Strong technical skills with experience in SQL, database management systems [MS SQL, Oracle, Mysql, or Postgres], and data integration or ETL tools
• Advanced MS Excel proficiency
• 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)
• Proven track record of managing complex data projects from planning through execution
• Excellent problem-solving abilities and attention to detail
• Strong communication and client-facing skills, with the ability to translate technical concepts to non-technical stakeholders
• Ability to work independently and in team settings, managing multiple priorities under tight deadlines

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

Preferred Qualifications

• Project management skills and/or experience leading successful implementations of enterprise SaaS solutions
• Understanding of Agile principles and software development lifecycles
• Experience coaching customers around tech stack, tooling, and processes
• Comfortable working with Slack, JIRA/Confluence, and professional services applications such as Kantata
• Basic understanding of AWS, APIs, and serverless technology
• Chartered Financial Analyst designation a plus

Benefits

• Company Stock Plan
• Unlimited vacation
• Educational and wellness reimbursements
• $0 cost employee insurance plans