Data Migration Consultant at Ridgeline in San Ramon, CA

Summary: 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 Required Qualifications: - 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 Preferred Qualifications: - 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 Required Skills: Data migration, SQL, Investment management Important Skills: Microsoft Excel, Data mapping Nice-to-Have Skills: Continuous improvement, Learning aptitude, Client-facing skills, Technical translation, Fun at work, AWS knowledge, Agile methodologies, CFA, CPA, VBA, Python Benefits: Company Stock Plan, Unlimited vacation, Educational and wellness reimbursements, $0 cost employee insurance plans