Data Migration Specialist
Clearwater Analytics
 Boise, ID

About Clearwater Analytics®

Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations make the most of investment portfolio data with cloud-native software and client-centric servicing. Every day, investment professionals worldwide trust Clearwater to deliver timely, validated investment data and in-depth reporting. Clearwater aggregates, reconciles, and reports on more than $4 trillion in assets across thousands of accounts daily.

This role will be responsible for onboarding some of our largest clients and most complex assets, including everything from determining how best to model certain securities, loading the assets onto our system, as well as establishing data feeds that allow for automated reconciliation and reporting.“


  • Re-engineer inefficient processes with the goal of improving system automation, speed, accuracy, and operational workflow
  • Leverage SQL and Excel to gather and analyze data to resolve problems and inconsistencies
  • Work on a dynamic and fast paced team, applying your analytical and problem-solving skills for maximum impact across the organization and industry
  • Strategize with development teams to improve our client on boarding experience, shorten delivery time-frames, and develop repeatable, salable processes
  • Effectively communicate and collaborate with a global team to accurately and efficiently resolve problems and client inquiries
  • Import, normalize, enrich, load, and validate investment holdings and transactions data using state-of-the-art software tools and systems
  • Collaborate with multiple teams and departments to ensure accuracy and consistency of financial records and data
  • Develop and apply domain knowledge regarding complex financial instruments and accounting principles

What we look for:

  • Bachelor's degree in Mathematics, Information Systems, Actuarial Science, Accounting, Finance, or related disciplines
  • 4+ years of relevant work experience
  • Advanced Excel proficiency
  • Experience with SQL or other relational databases
  • Excellent organizational and interpersonal skills
  • Work with minimal direction and be able to coordinate complex activities in an evolving, agile environment
  • Dynamic problem solving skills, and an innate sense of curiosity
  • Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income

Desired Experience and Skills

  • Knowledge of investment accounting policies and procedures
  • Project management skills

What we offer:

  • Headquarters in the heart of downtown Boise
  • Business casual atmosphere in a flexible working environment
  • Team focused culture that promotes innovation and ownership
  • Access to cutting edge investment reporting technology and expertise
  • Continual learning, professional development and growth opportunities
  • Competitive salary and benefits package; including health, vision and dental
  • Additional benefits including PTO, 401(k) with 4% employer match