Data Migration Specialist
Leads client data conversion projects, transforming historical portfolio data from legacy systems into Addepar while improving migration workflows. Requires at least two years of technology, finance, or consulting experience, Python proficiency, and knowledge of financial products and securities modeling.
About the job
Responsibilities
- Translate unique client requirements into flexible and scalable data solutions.
- Lead data conversion projects with clients to ETL historical portfolio data from legacy systems into Addepar.
- Prioritize and context-switch effectively to complete simultaneous projects through to completion.
- Identify and drive opportunities to improve processes and tools, streamlining, scaling, and automating workflows.
- Set, lead, and communicate expectations effectively with internal and external stakeholders.
- Communicate with clients in a proactive, consultative, and professional manner.
- Collaborate with Services, Sales, Product, and Engineering teams.
Requirements
- Minimum 2+ years of experience working in technology, finance, or consulting.
- Proficiency in Python.
- Experience with financial products and securities modeling.
- Solution-oriented mentality and passion for problem-solving.
- Excellent communication, organizational, and time-management skills.
- Strong work ethic; proactive and a highly contributing teammate.
- Highly organized, detail-oriented, and driven to improve process efficiency.
- Independent, adaptable, and able to thrive in a fast-paced environment.
Skills
Python, ETL, Data Migration, Data Conversion, Financial Products, Securities Modeling, Process Automation
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