Senior Data Migration Consultant role at Ridgeline, a front-to-back system of record for investment managers, requiring 5+ years of experience in investment management industry, with a focus on data migration, implementation, and client-facing skills.
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.
- 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
- Unlimited vacation
- Educational and wellness reimbursements
- $0 cost employee insurance plans
