Lead Data Migration Consultant

Job not on LinkedIn

🔥 12 hours ago

🏄 California, Nevada, +1 more states – Remote

🏄 California – Remote 🎰 Nevada – Remote 🗽 New York – Remote

💵 $143k - $190k / year

⏰ Full Time

🟠 Senior

🚰 Data Engineer

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Ridgeline

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2017

💼 Consulting

💸 Finance

☁️ SaaS

Consulting • Finance • SaaS

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.

📋 Description

• Lead data conversion projects from inception to completion, ensuring data integrity, accuracy, and accessibility • Collaborate with implementation teams and customers to gather requirements and understand client management, portfolio accounting, and performance data needs • Perform data mapping, transformation, and cleansing to meet project specifications • Validate, troubleshoot, and resolve variances between source data and Ridgeline-generated data during conversion • Provide technical support and guidance to customers • Coordinate with project managers and functional consultants to identify and account for dependencies in the broader onboarding process • Partner with the Data Science team to improve inefficient processes, enhance system automation, and improve accuracy • Apply Ridgeline’s value proposition and established implementation methodology to provide holistic solutions • Deliver accurate and timely verbal and written responses regarding data migration tasks • Contribute to Customer Success initiatives that improve the onboarding experience

🎯 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, including 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 such as 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 • Must be work authorized in the United States without the need for employer sponsorship • 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, subject to the applicable Stock Option Agreement • Unlimited vacation • Educational reimbursements • Wellness reimbursements • $0 cost employee insurance plans • Opportunities for career advancement • Equal opportunity, discrimination-free workplace