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.

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.

Benefits

unlimited vacation
educational and wellness reimbursements
$0 cost employee insurance plans
Company Stock Plan

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data mappingdata transformationdata cleansingSQLETL toolsMS Exceldata integritydata accuracydata accessibilityperformance measurement methodologies

Soft Skills

strong communicationclient-facing skillsproblem-solving abilitiesattention to detailability to work independentlyteam collaborationmanaging multiple prioritiestime management