Senior Data Migration Consultant

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Ridgeline

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Finance • SaaS • Fintech

Ridgeline is a company that offers a cloud-based platform designed for investment management firms. It provides solutions for client engagement, portfolio management, trading, compliance, accounting, and reporting, all integrated into a single AI-enabled platform. Ridgeline aims to enhance operational efficiency, digital transformation, and growth for its customers by consolidating multiple systems into one. The platform is known for its intuitive, scalable, and secure design that supports various financial operations and fosters better management of investor relationships. Ridgeline positions itself as a transformative tool for firms seeking to advance in a competitive industry landscape.

201 - 500 employees

Founded 2017

💸 Finance

☁️ SaaS

💳 Fintech

📋 Description

• Lead data conversion projects from inception to completion, ensuring data integrity, accuracy, and accessibility. • Collaborate with the implementation team and customers to gather requirements. • Perform data mapping, transformation, and cleansing activities to meet project specifications. • Validate, troubleshoot, and resolve any variances during the data conversion process. • Coordinate closely with project managers and functional consultants. • Partner with Data Science team to improve inefficient processes. • Deliver accurate and timely responses to customers related to data migration tasks. • Contribute to department broader Customer Success initiatives.

🎯 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. • In-depth knowledge of portfolio accounting systems and performance measurement methodologies. • 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 reimbursements • wellness reimbursements • $0 cost employee insurance plans • Company Stock Plan