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 https://ridgelineapps.com.