At Portfolio BI, it's all about data. We are the leading global provider of data solutions and services to the investment management community. We empower the most sophisticated buy-side firms to take control of their portfolio and operational data.
Our clients benefit from local technological expertise, seasoned financial experts, and our award-winning solutions and services – PBI Axiom, PBI Vector, and PBI Stratus. Our offerings ensure improved data workflow, data analytics, data governance, and data security for buy-side firms. More than 175 top-tier hedge funds, asset managers, family offices, funds of funds, and institutional investors have trusted PBI’s technology for over 20 years. We don't just help our clients access, organize, and analyze their data; we help them act on it.
We are committed to developing our team as we grow by offering a variety of opportunities to increase knowledge, build skills, and take charge of your career.
As a Client Implementation Engineer at Portfolio BI, you will be responsible for configuring and implementing Portfolio BI solutions to the requirements of alternative asset managers. The ideal candidate should have a strong technical background and ability to collaborate with stakeholders externally and internally.
Responsibilities:
- Solution engineer tailoring technical solutions to meet client-specific requirements
- Instal, configure and integrate PBI SaaS solutions
- Develop processes for data extraction, cleansing, manipulation, and analysis
- Communicate and manage internal and external implementation requirements and expectations
- Manage software product releases and upgrades
- Perform ad-hoc work/special projects as necessary to support the various client and internal initiatives
- Work closely with project managers and other team members to ensure timely and on-budget delivery of implementation projects
- 7+ years of proven experience in software development. Recent hands-on experience in C# .NET is required
- 5+ years of solid hands-on experience in SQL, MS SQL. Strong relational database expertise is required
- Experience in data visualization tools like Power BI or Tableau is preferred
- Prior experience in the finance sector or working on financial products is desirable
- Strong experience with version control systems
- Experience with cloud services - Azure-AD, Azure-SQL, Azure-app-registrations, etc.
- Strong problem-solving and decision-making abilities
- Excellent communication, presentation, and interpersonal skills
- Ability to work effectively in a fast-paced, agile environment
- Bachelor's degree in business, engineering, computer science, or related field
Our Technical Stack:
- Platform - .NET Core, SQL Server, Angular, DevEx, ProtoBuf, Apache Kafka, GraphQL
- DevOps - Git (Bitbucket), TeamCity, Octopus Deploy, Docker/Kubernetes
You would be part of an international team of people from all over the globe, working on the latest technology and at the forefront of automation and innovation. We offer:
- Flexible working - the role is remote, you can work from anywhere within the US, in the Eastern Standard Timezone
- Competitive salary
- Medical insurance for you and your family
- 401k packages
- Plentiful PTO and sick leave days
- PPO and EPO plans
- Professional development and training
- Discretionary performance bonus, etc.
What We Do
Portfolio BI (PBI) empowers the most sophisticated buy-side firms to take control of their portfolio and operational data. Born from the merger of LUX FTS and NorthPoint and Hentsu our customers benefit from our integrated platforms, local technological expertise, and seasoned financial experts. We don't just help you access, organize, and analyze your data; we help you act on it. With the most configurable solutions on the market, our platforms can be specifically tailored to your unique business needs. 150 top tier hedge funds, asset managers, family offices, funds of funds, and institutional investors have trusted PBI's technology for over 25 years.
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