The Industry Cloud Platform for Investment Management
Senior Data Migration Consultant
Location
California + 2 moreAll locations: California, Nevada, New York
Posted
3 days ago
Salary
$128K - $153K / year
Job Description
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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