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.ResponsibilitiesSupport data conversion projects from inception to completion, ensuring data integrity, accuracy, and accessibilityCollaborate with implementation teams and customers to gather requirements and understand portfolio accounting and performance data needsPerform data mapping, transformation, and cleansing activities aligned with project specificationsValidate and troubleshoot variances between source data and system-generated outputs to ensure consistencyPartner with project managers and functional consultants to proactively identify dependencies and drive alignment across workstreamsContribute to improving processes by partnering with engineering teams to enhance automation and efficiencyDeliver clear and timely communication to customers and internal stakeholders regarding data migration progress and outcomesApply Ridgeline’s implementation methodology to provide holistic, client-focused solutionsTake ownership of deliverables and proactively identify risks while driving toward resolutionFoster a collaborative, transparent team environment that promotes learning and continuous improvementContribute to broader Customer Success initiatives to enhance the onboarding experience and long-term client satisfactionSkills1–3 years of experience in data conversion or migration projects within the investment management industryStrong technical skills, including experience with SQLAdvanced proficiency in Microsoft ExcelKnowledge of financial instruments, asset management workflows, and reconciliation/reporting processesFamiliarity with portfolio accounting systems and performance measurement methodologies across asset classesExperience working on complex data projects from planning through executionExcellent problem-solving skills and strong attention to detailStrong communication and client-facing skills with the ability to translate technical concepts clearlyAbility to work both independently and collaboratively while managing multiple prioritiesWillingness to learn and apply cutting-edge technologies in a dynamic environmentAn aptitude for problem solving and continuous improvementAbility to communicate effectively across technical and non-technical audiencesSerious interest in having fun at workBasic understanding of AWS, APIs, and serverless technologiesFamiliarity with Agile methodologies and software development lifecyclesCFA or CPA designationExperience with tools such as Slack, JIRA, Confluence, or KantataExposure to programming languages such as VBA or PythonBenefitsCompany Stock PlanUnlimited vacationEducational and wellness reimbursements$0 cost employee insurance plansCompany OverviewRidgeline 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 https://ridgelineapps.com.