Tech Stack

Description

You will support end-to-end implementations of Ridgeline's enterprise cloud platform for investment management customers, focusing on data migration of investment, performance, and transactional data. You'll collaborate with cross-functional teams and use AI tools like ChatGPT to enhance efficiency and accuracy.

Requirements

• 1-3 years of experience in data conversion or migration projects within the investment management industry
• Strong technical skills including experience with SQL
• Advanced proficiency in Microsoft Excel
• Knowledge of financial instruments, asset management workflows, and reconciliation/reporting processes
• Familiarity with portfolio accounting systems and performance measurement methodologies across asset classes

Responsibilities

• Support data conversion projects from inception to completion, ensuring data integrity and accuracy
• Collaborate with implementation teams and customers to gather requirements for portfolio accounting and performance data
• Perform data mapping, transformation, and cleansing activities aligned with project specifications
• Validate and troubleshoot variances between source data and system-generated outputs
• Contribute to improving processes by partnering with engineering teams to enhance automation and efficiency