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.
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, DataStage 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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