Tech Stack

Description

You will serve as the subject matter expert for data migration workflows into Ridgeline's platform, designing scalable processes and collaborating with Product, Consulting, and Customer Success teams to standardize best practices and guide complex implementations.

Requirements

• 5+ years of experience with data migration in investment management software implementations
• At least 1 year of hands-on experience performing data migrations on the Ridgeline platform
• Expertise in portfolio accounting data structures including positions, transactions, and performance history
• Strong understanding of reconciliation and data validation methodologies
• Experience designing and refining repeatable migration workflows, tools, and methodologies

Responsibilities

• Serve as subject matter expert for data migration workflows including start-of-day positions, transactions, and historical performance data
• Develop and maintain standardized processes, playbooks, and tools for consistent and scalable customer data migrations
• Partner with Consulting teams to guide complex migrations and ensure accuracy and reconciliation of migrated data
• Collaborate with Product Management to design features with implementation and deployment needs in mind
• Enable internal teams and partners through training programs, documentation, and best practice guidance