Tech Stack

Description

You will lead end-to-end data conversion projects for investment management customers using Ridgeline's cloud software. Collaborate with internal teams and clients to define scope, perform data mapping and transformation, and ensure data integrity throughout the onboarding process.

Requirements

• Bachelor's or Master's degree in Finance, Accounting, or Economics
• 5+ years experience in investment management industry
• Strong knowledge of financial instruments, asset management workflows, and data-related processes
• In-depth knowledge of portfolio accounting systems and performance measurement methodologies
• Strong SQL, data integration ETL, and MS Excel skills

Responsibilities

• Lead data conversion projects from inception to completion, ensuring data integrity and accuracy
• Collaborate with implementation team and customers to gather requirements and understand data needs
• Perform data mapping, transformation, and cleansing activities to meet project specifications
• Validate and resolve variances between source and target system data during conversion
• Coordinate with project managers and functional consultants to identify and account for dependencies