Key Responsibilities:
- Lead data conversion projects from inception to completion, ensuring data integrity and accessibility.
- Collaborate with implementation team and customers to gather requirements for client management and portfolio accounting data.
- Perform data mapping, transformation, and cleansing activities to meet project specifications.
Qualifications:
- Bachelor’s or Master’s degree in Finance, Accounting, or Economics.
- 5+ years in investment management, with strong knowledge of financial instruments and data workflows.
- Proficiency in SQL, ETL tools, and MS Excel; experience with enterprise SaaS implementations a plus.
About Ridgeline:
- Ridgeline is a first front-to-back system of record for investment managers, based in Lake Tahoe with offices in New York, Reno, and Bay Area.
- Recognized as a 'Best Workplace for Innovators' and a 'Top 100 Software Company.'
- Culture values ownership, growth, transparency, and collaboration; offers unlimited vacation and $0 cost employee insurance plans.
Compensation and Benefits:
- Typical starting salary range: $143,000 - $190,000 OTE.
- Eligible for Company Stock Plan under applicable Stock Option Agreement.
- Benefits include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans.