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