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Role Description

As a Data Migration Consultant at Ridgeline, you will be responsible for end-to-end functional implementations of the Ridgeline enterprise cloud software for investment management customers. You will:

• Lead data conversion projects from inception to completion, ensuring data integrity, accuracy, and accessibility.
• Collaborate with the implementation team and customers to gather requirements, understand their client management, portfolio accounting, and performance data needs.
• Perform data mapping, transformation, and cleansing activities to meet project specifications.
• Validate, troubleshoot, and resolve any variances between source data and Ridgeline system generated data during the data conversion process, providing technical support and guidance to customers.
• Coordinate closely with project managers and functional consultants to ensure dependencies are identified and accurately accounted for as part of the broader onboarding process.
• Partner with the Data Science team to improve inefficient processes, enhance system automation, and improve accuracy.
• Understand and apply Ridgeline’s value proposition and leverage our established implementation methodology to provide holistic solutions.
• Deliver accurate and timely responses to customers and the implementation team (verbal and written) related to data migration tasks.
• Contribute to department broader Customer Success initiatives to improve the onboarding experience.

Qualifications

• Bachelor’s or Master’s degree in Finance, Accounting, or Economics.
• 5+ years of experience within the investment management industry.
• Strong knowledge of financial instrument types, asset management industry, and data related workflows (reconciliation, data flows, and end user reporting).
• In-depth knowledge of portfolio accounting systems and performance measurement methodologies, including financial transaction types and asset classes (equities, fixed income, and FX).
• Strong communication and client-facing skills, with the ability to translate technical concepts to non-technical stakeholders.
• Strong experience in SQL, data integration ETL tools, and MS Excel.
• Proven track record of managing complex data projects from planning through execution.
• Excellent problem-solving abilities and attention to detail.
• Ability to work independently and in team settings, managing multiple priorities under tight deadlines.

Requirements

• Project management skills and/or experience leading successful implementations of enterprise SaaS solutions.
• Understanding of Agile principles and software development lifecycles.
• Experience coaching customers around tech stack, tooling, and processes.
• Comfortable working with Slack, JIRA/Confluence, and professional services applications such as Kantata.
• Basic understanding of AWS, APIs, and serverless technology.
• Chartered Financial Analyst designation a plus.

Benefits

• The cash compensation amount for this role is targeted at $128,000-$153,000 OTE.
• 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement.
• Unlimited vacation.
• Educational and wellness reimbursements.
• $0 cost employee insurance plans.