At a Glance
- Tasks: Migrate and validate complex investment data onto a new platform while collaborating with stakeholders.
- Company: Specialist investment management firm focused on transformation projects.
- Benefits: Hybrid working, competitive pay, and the chance to work on impactful projects.
- Other info: Opportunity for career growth in a dynamic and regulated environment.
- Why this job: Join a major transformation programme and make a real difference in financial services.
- Qualifications: Experience in data migration and strong understanding of investment operations required.
The predicted salary is between 50000 - 70000 € per year.
We’re supporting a specialist investment management business undertaking a significant platform transformation project and are looking to appoint an experienced Data Migration Analyst on an interim basis. This is a high-impact role sitting within a core transformation programme focused on migrating client and investment data onto a new investment platform. The position requires a strong blend of business analysis, investment operations knowledge, and hands-on data migration expertise within a regulated financial services environment.
The successful candidate will play a key role in ensuring complex investment and client data is accurately migrated, reconciled, tested, and validated while supporting operational and system process redesign throughout the implementation lifecycle.
Key Responsibilities- Analyse, map, and migrate complex client and investment data from legacy systems into the new investment platform
- Perform detailed data cleansing, validation, and reconciliation activities across multiple datasets
- Support the design and implementation of new data management and reconciliation processes
- Work closely with business stakeholders to gather requirements and validate system configuration rules and workflows
- Manage testing activities, including UAT support, proof-of-concept testing, and business sign-off processes
- Reconcile historical investment data, transactions, fee schedules, and performance history
- Support integration and setup of third-party data feeds, custodians, and market data providers
- Identify data discrepancies, exceptions, and operational risks, ensuring issues are resolved efficiently
- Produce clear project documentation, progress reporting, and migration status updates
- Collaborate with operations, technology, and external vendors throughout the implementation lifecycle
- Proven experience in data migration within investment or wealth management
- Strong understanding of investment operations, portfolio data, and reconciliations
- Experience working on platform implementation or transformation projects
- Ability to analyse and reconcile large, complex financial datasets
- Experience supporting UAT, testing, and data validation processes
- Strong stakeholder management and communication skills
- Understanding of regulated financial environments and risk/control frameworks
- Exposure to investment platforms, custodians, or financial SaaS solutions highly desirable
- Experience with FA Solutions or Expersoft advantageous but not essential
This is an exciting opportunity to join a major transformation programme within a specialist financial services environment. You’ll play a critical role in a business-critical platform migration project while working alongside senior operational and technology stakeholders.
Data Migration Specialist employer: We Do Group
Join a leading investment management firm in Central London, where you will be at the forefront of a transformative data migration project. Our collaborative work culture fosters innovation and professional growth, offering you the chance to enhance your skills while making a significant impact in the financial services sector. With hybrid working options and a focus on employee development, we provide a supportive environment that values your contributions and encourages career advancement.
StudySmarter Expert Advice🤫
We think this is how you could land Data Migration Specialist
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management space and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Get your hands dirty with some practical experience. If you can, volunteer for projects or take on freelance gigs related to data migration. This not only boosts your CV but also gives you real-world examples to discuss in interviews.
✨Tip Number 3
Prepare for interviews by brushing up on your knowledge of investment operations and data migration processes. Be ready to share specific examples of how you've tackled challenges in past roles – this will show you’re the right fit for the job!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of exciting roles, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications that way.
We think you need these skills to ace Data Migration Specialist
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Data Migration Specialist. Highlight your experience in data migration, investment operations, and any relevant projects you've worked on. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this interim contract. Share specific examples of your past work in data migration and how you’ve tackled challenges in regulated environments. Let us know why you’re excited about this opportunity!
Showcase Your Communication Skills:Since this role involves working closely with stakeholders, make sure to highlight your communication skills in your application. Whether it's through your CV or cover letter, we want to see how you manage relationships and convey complex information clearly.
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 the role. Plus, it shows us you’re keen and ready to jump into this exciting project!
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 data migration processes, especially in the context of investment platforms. Be ready to discuss specific examples from your past experiences where you've successfully migrated complex datasets and how you tackled any challenges that arose.
✨Understand the Business Context
Familiarise yourself with the investment management business and its operations. Knowing how investment data flows through different systems will help you articulate how your skills can contribute to the transformation project. This shows you're not just a techie but also understand the bigger picture.
✨Prepare for Scenario-Based Questions
Expect questions that ask you to solve hypothetical problems related to data discrepancies or reconciliation issues. Prepare by thinking through potential scenarios and how you would approach them, highlighting your analytical skills and attention to detail.
✨Showcase Your Stakeholder Management Skills
Since this role involves working closely with various stakeholders, be prepared to discuss how you've effectively communicated and collaborated with different teams in the past. Share examples that demonstrate your ability to gather requirements and manage expectations during a project.
