At a Glance
- Tasks: Support the migration of complex investment data to a new platform and ensure accuracy.
- Company: Specialist wealth and investment management firm undergoing major transformation.
- Benefits: Flexible hybrid work, competitive pay, and a chance to work on impactful projects.
- Other info: Opportunity for significant career growth in a dynamic environment.
- Why this job: Be part of a critical transformation in investment management and enhance your skills.
- Qualifications: Experience in data migration and strong understanding of financial assets required.
The predicted salary is between 50000 - 70000 € per year.
We’re supporting a specialist wealth and investment management business undertaking a major platform transformation and are looking to appoint an experienced Data Migration Analyst on an interim basis. This is a highly specialised role requiring someone with deep experience across investment management operations, portfolio data, and platform migrations. The successful candidate will need to understand the structure and treatment of financial assets, investment transactions, portfolio holdings, pricing data, investment restrictions, fee schedules, and client/investment records across both listed and private market/alternatives environments. This is not a generic migration role - we need someone who understands how investment data behaves operationally, how it flows between systems, and the downstream impact of getting it wrong.
The Role
- Working as part of a major transformation programme, you will support the migration of complex client and investment data from legacy systems into a new investment management platform.
- You’ll act as the bridge between operations, technology, and business stakeholders, ensuring investment data is accurately translated, reconciled, validated, and fit for purpose within the new operating model.
Key Responsibilities
- Analyse, map, cleanse, and migrate complex investment management and wealth management data into the new platform.
- Validate the treatment of financial assets, holdings, transactions, fee structures, restrictions, models, and performance history across both listed and private market portfolios.
- Reconcile investment and client data between legacy systems and the target platform, ensuring completeness and integrity.
- Work with business stakeholders to define and validate system rules, restrictions, workflows, and data outcomes.
- Support migration of data relating to private equity, alternatives, funds, and off-system investments.
- Manage testing, UAT, proof-of-concept validation, and business sign-off processes.
- Support integration and validation of third-party data feeds, including custodians, fund administrators, market data providers, and related platforms.
- Assess and manage data dependencies across pricing feeds, static data, transaction records, and portfolio structures.
- Identify data quality issues, exceptions, and operational risks, ensuring clear escalation and resolution.
- Document progress, risks, outcomes, and migration decisions for the wider project team.
What We’re Looking For
- Proven experience in data migration within wealth management, private banking, investment management, or asset management.
- Strong understanding of financial assets, portfolio structures, investment transactions, and portfolio accounting treatment.
- Experience working with both listed investments and private market/alternatives data.
- Good understanding of custodian feeds, fund administrator data, market data providers, and third-party platform integrations.
- Experience working with investment rules, restrictions, controls, and regulatory operating frameworks.
- Strong data reconciliation, validation, and testing experience.
- Experience supporting investment platform implementations or migrations essential.
- Strong stakeholder management and ability to work across operations, technology, and vendors.
- Experience with investment platforms highly desirable.
Why Join?
This is a business-critical transformation role within a specialist investment management environment, offering the opportunity to work on a major platform implementation with significant operational and data complexity.
Data Migration Analyst employer: We Do Group
Join a leading wealth and investment management firm in Central London, where you will play a pivotal role in a major platform transformation as a Data Migration Analyst. Our flexible hybrid work culture promotes a healthy work-life balance while providing ample opportunities for professional growth and development within a dynamic team. With a focus on innovation and excellence, we offer a unique environment that values your expertise and contributions to ensure the successful migration of complex investment data.
StudySmarter Expert Advice🤫
We think this is how you could land Data Migration Analyst
✨Network Like a Pro
Get out there and connect with people in the investment management space. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience with data migration and investment platforms. Share specific examples of how you've tackled complex data challenges in the past – it’ll show you’re the right fit for the role.
✨Prepare for Interviews
Do your homework before interviews! Understand the company’s current platform transformation and think about how your skills can help. Prepare questions that show your interest in their operations and how you can contribute to their success.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Data Migration Analyst
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Data Migration Analyst role. Highlight your experience in investment management and data migration, focusing on specific projects that showcase your skills in handling complex financial data.
Craft a Compelling Cover Letter:Your cover letter should tell us why you're the perfect fit for this role. Share your passion for investment platforms and how your background aligns with the responsibilities outlined in the job description. Be genuine and let your personality shine through!
Showcase Relevant Experience:When filling out your application, emphasise your experience with both listed and private market investments. We want to see examples of how you've managed data migrations and reconciliations in previous roles, so don’t hold back!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it makes the process smoother for everyone involved!
How to prepare for a job interview at We Do Group
✨Know Your Data Inside Out
Make sure you brush up on your knowledge of financial assets, investment transactions, and portfolio structures. Be ready to discuss how data flows between systems and the potential impacts of errors during migration. This will show that you understand the complexities involved in the role.
✨Prepare for Scenario-Based Questions
Expect questions that ask you to solve hypothetical problems related to data migration. Think about past experiences where you've had to reconcile or validate complex data sets. Use the STAR method (Situation, Task, Action, Result) to structure your answers clearly.
✨Familiarise Yourself with Stakeholder Management
Since this role involves working closely with various stakeholders, be prepared to discuss your experience in managing relationships across operations, technology, and vendors. Highlight specific examples where you successfully navigated challenges or facilitated communication.
✨Showcase Your Testing and Validation Skills
Be ready to talk about your experience with testing, UAT, and validation processes. Discuss any tools or methodologies you’ve used to ensure data integrity and quality during migrations. This will demonstrate your attention to detail and commitment to delivering accurate results.
