Data Migration Consultant
Ridgeline is a pioneering company focused on modernizing the investment management industry through innovative technology. As a Data Migration Consultant, you will support the implementation of Ridgeline’s enterprise cloud platform by ensuring accurate data migration and collaborating with cross-functional teams to enhance client success. Responsibilities Support data conversion projects from inception to completion, ensuring data integrity, accuracy, and accessibility Collaborate with implementation teams and customers to gather requirements and understand portfolio accounting and performance data needs Perform data mapping, transformation, and cleansing activities aligned with project specifications Validate and troubleshoot variances between source data and system-generated outputs to ensure consistency Partner with project managers and functional consultants to proactively identify dependencies and drive alignment across workstreams Contribute to improving processes by partnering with engineering teams to enhance automation and efficiency Deliver clear and timely communication to customers and internal stakeholders regarding data migration progress and outcomes Apply Ridgeline’s implementation methodology to provide holistic, client-focused solutions Take ownership of deliverables and proactively identify risks while driving toward resolution Foster a collaborative, transparent team environment that promotes learning and continuous improvement Contribute to broader Customer Success initiatives to enhance the onboarding experience and long-term client satisfaction Skills 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 Experience working on complex data projects from planning through execution Excellent problem-solving skills and strong attention to detail Strong communication and client-facing skills with the ability to translate technical concepts clearly Ability to work both independently and collaboratively while managing multiple priorities Willingness to learn and apply cutting-edge technologies in a dynamic environment An aptitude for problem solving and continuous improvement Ability to communicate effectively across technical and non-technical audiences Serious interest in having fun at work Basic understanding of AWS, APIs, and serverless technologies Familiarity with Agile methodologies and software development lifecycles CFA or CPA designation Experience with tools such as Slack, JIRA, Confluence, or Kantata Exposure to programming languages such as VBA or Python Benefits Company Stock Plan Unlimited vacation Educational and wellness reimbursements $0 cost employee insurance plans Company Overview Ridgeline is a computer software company that specializes in software development to deliver for the investment management industry. It was founded in 2018, and is headquartered in Incline Village, Nevada, USA, with a workforce of 201-500 employees. Its website is