Financial Data Migration Specialist

About the role

An established international financial technology business, specialising in software for the investment and wealth management industry, is expanding its Swiss team and looking for Financial Data Migration Specialists at standard and senior levels. You will help financial institutions move investment and portfolio data from existing systems into a new fintech platform, working with clients, implementation consultants and technical teams across Switzerland and Germany.

Key responsibilities

• Prepare, transform, import and reconcile financial and investment data, including portfolio positions and transactions.
• Develop and maintain Python scripts, SQL queries and ETL workflows for data migrations, imports and exports.
• Configure data connections and support integrations with custodian banks and other financial systems.
• Investigate data discrepancies, troubleshoot interface issues and ensure data accuracy and consistency.
• Collaborate with clients and internal technical teams on implementation projects; senior candidates lead more complex client deliveries.

Required profile

• Practical experience with Python and SQL.
• Experience with data migration, data integration, ETL processes or financial data management.
• Previous financial services experience, ideally in banking, wealth management, asset management or investment operations.
• Understanding of investment transactions, portfolio positions and different asset classes.
• C1 German and C1 English.
• Ability to work in Zurich under a hybrid arrangement; EU candidates open to self-funded relocation may be considered, subject to Swiss work authorisation requirements.

Required skills

• Python and SQL
• Data migration, data integration and ETL processes
• Advantageous: MongoDB or other NoSQL databases, wealth management or portfolio management platforms, custodian banks or financial software implementations, end-to-end migration project management