Data Migration Specialist
Posted on 3/31/2024
INACTIVE
Ridgeline

201-500 employees

Industry investment management platform
Company Overview
Ridgeline’s mission is to give investment managers a competitive advantage with modern technology purpose-built for the industry. The company is building a new, modern platform in the public cloud, purpose-built for the investment management industry that prioritizes security, agility, and usability to empower firms like never before.
Fintech

Company Stage

N/A

Total Funding

N/A

Founded

2018

Headquarters

Incline Village, Nevada

Growth & Insights
Headcount

6 month growth

6%

1 year growth

24%

2 year growth

40%
Locations
San Ramon, CA, USA • Reno, NV, USA • Incline Village, NV, USA • New York...
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
MySQL
Data Science
SQL
Postgres
Oracle
Excel/Numbers/Sheets
CategoriesNew
Data Engineering
Data & Analytics
Requirements
  • Bachelor's or Master's degree in Computer Science, Information Systems, Mathematics, Finance, 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