Performance Conversion Associate - Platform Management

2 days ago

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Choreo

WebsiteLinkedInAll Job Openings

1 - 10 employees

🤝 B2B

🏢 Enterprise

⚡ Productivity

Description

• Assist with data migration, quality assurance, and troubleshooting performance data conversions to Black Diamond. • Maintain detailed records of conversion processes and provide updates on progress to stakeholders. • Identify and resolve data-related issues during conversion, applying technical problem-solving skills.

Requirements

• Bachelor’s degree in Finance, Accounting, Information Systems, or related field. • Experience with portfolio accounting systems; familiarity with Black Diamond is highly desirable. • Strong analytical and problem-solving skills, with attention to detail and a focus on data accuracy. • Ability to work effectively in cross-functional teams, including compliance and advisory staff. • Strong communication skills, with the ability to document processes and communicate technical information clearly. • Proficiency with Microsoft Excel and familiarity with data integration tools or ETL processes is a plus.

Benefits

• Competitive salary and bonus plan • Competitive medical, dental, and vision plans • Basic life and disability coverage • 401(k) matching program • Financial support for approved designations and courses • Technical, leadership, sales training opportunities • Unlimited, discretionary time off • Paid parental leave