Related skills
aws sql python jira excel📋 Description
- Support data conversion projects from inception to completion, ensuring data integrity, accuracy, and accessibility
- Collaborate with implementation teams and customers to gather requirements for portfolio accounting and performance data
- Perform data mapping, transformation, and cleansing aligned with project specifications
- Validate and troubleshoot variances between source data and system outputs to ensure consistency
- Partner with project managers and consultants to identify dependencies and drive cross-workstream alignment
- Deliver clear, timely updates to customers and internal stakeholders on migration progress
🎯 Requirements
- 1–3 years of experience in data conversion or migration projects within the investment management industry
- Strong SQL skills
- Advanced proficiency in Microsoft Excel
- Knowledge of financial instruments, asset management workflows, and reconciliation
- Familiarity with portfolio accounting systems and performance measurement methodologies
- Strong communication and client-facing skills with ability to translate technical concepts
🎁 Benefits
- Unlimited vacation
- Educational and wellness reimbursements
- $0 cost employee insurance plans
- Company stock plan eligibility
- Careers page for full benefits detail
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