At a Glance
- Tasks: Join a dynamic team to migrate and validate data for a cutting-edge client lifecycle management platform.
- Company: Capitex, a leader in financial technology solutions.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Other info: Collaborative environment with a focus on innovation and career advancement.
- Why this job: Make a real impact by ensuring data integrity in a live implementation of Fenergo CLM.
- Qualifications: Experience in data migration, strong SQL skills, and knowledge of KYC/CDD processes.
The predicted salary is between 54000 - 66000 £ per year.
PROGRAMME CONTEXT
Capitex is sourcing specialist resource into the Data workstream of a live Fenergo (Fenx) CLM implementation.
The programme is delivering client lifecycle management, KYC/CDD and onboarding capability for a regulated financial institution, with the Data workstream responsible for migrating and validating client, entity and due-diligence data into the Fenergo platform.
This role provides hands-on data depth alongside the configuration and testing workstreams, ensuring migrated data is complete, accurate and fit to drive the configured rules, risk scoring and lifecycle journeys.
ROLE OVERVIEW
The Data Analyst owns source-to-target data mapping, migration and validation activity — translating legacy and golden-source client/entity data into the Fenergo data model and proving its integrity end-to-end.
The role works closely with configuration/BA, testing and client-side data owners to deliver clean, reconciled, audit-ready data.
KEY RESPONSIBILITIES
- Define and document source-to-target data mapping from legacy systems and golden sources into the Fenergo CLM / entity data model.
- Author data mapping specifications and transformation rules; maintain mapping documentation as requirements evolve.
- Support and execute data migration (ETL) of client, entity, KYC/CDD and supporting document data into Fenergo.
- Design and run data validation and reconciliation — pre- and post-migration — including exception handling and remediation.
- Profile source data quality; identify gaps, duplicates and anomalies and drive resolution with data owners.
- Ensure migrated data correctly supports configured risk rules, scoring and workflow triggers, liaising with the configuration workstream.
- Produce data quality metrics, reconciliation evidence and audit-ready sign-off artefacts for stakeholders.
ESSENTIAL EXPERIENCE
- Hands-on data migration / mapping experience on a Fenergo (CLM) implementation.
- Strong source-to-target data mapping and ETL experience on enterprise platform migrations.
- Advanced SQL; confident profiling, validating and reconciling large datasets.
- KYC / CDD / AML data domain knowledge — client and entity data structures, risk and due-diligence attributes.
- Demonstrable data validation, reconciliation and data-quality discipline on regulated programmes.
DESIRABLE
- Banking / Corporate & Institutional Banking or Private/Wealth experience.
- Experience with golden-source / master-data and entity-resolution concepts.
- Oracle / SQL Server, and ETL tooling (e. g. SSIS, Data Stage or equivalent).
- SC clearance (or eligibility).
- Exposure to Fenergo rules / event-based messaging and the wider CLM ecosystem.
- TOOLS & TECHNICAL ENVIRONMENT
Fenergo CLM, SQL (Oracle / SQL Server), ETL tooling, data profiling and reconciliation tools, JIRA / Confluence; Agile (Scrum / Kanban) delivery environment.
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Fenergo CLM Data Analyst / Migration Specialist employer: Capitex
As a leading financial analytics firm, we pride ourselves on fostering a dynamic and inclusive work culture that prioritises employee growth and development. Our fully remote environment offers flexibility and the opportunity to collaborate with top-tier professionals in the banking sector, while our commitment to innovation ensures that you will be at the forefront of enhancing fraud detection mechanisms. Join us to make a meaningful impact in the financial industry and advance your career in a supportive and forward-thinking organisation.
StudySmarter Expert Advice🤫
We think this is how you could land Fenergo CLM Data Analyst / Migration Specialist
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Capitex. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Fenergo CLM Data Analyst / Migration Specialist
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Capitex.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Capitex's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Capitex
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Capitex.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Capitex will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Capitex employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
