Client Onboarding Software Engineer - Associate

Posted 5 Days Ago
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Plano, TX, USA
In-Office
110K-160K Annually
Mid level
Fintech • Software • Financial Services
The Role
Build and deliver client-facing software solutions for institutional investment clients. Responsibilities include developing third-party data integrations and parsers, configuring reports, workflows, and FIX Gateway connectivity, resolving data quality issues, contributing platform enhancements, and supporting client services. The role requires translating ambiguous business requirements into production-ready implementations, collaborating with stakeholders, documenting solutions, and owning technical delivery for client onboardings.
Summary Generated by Built In
About Valitana
Valitana is a rapidly growing FinTech company delivering cutting-edge SaaS solutions to institutional investors. Founded in 2017, our platform provides advanced financial analytics, trade flow insights, and portfolio management tools that empower our clients to make faster and more informed decisions while improving operational efficiency.
Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers.
Position Overview
Valitana is hiring a Software Engineer to build and deliver client-facing solutions on Vantage, one of our core platforms. In this role you will work directly with clients, product & project managers, and business stakeholders to translate real-world requirements into robust, production-ready implementations — from third-party data integrations and reporting through workflow configuration and platform enhancements. You will own technical delivery for new client onboardings end to end and serve as a technical partner to our Client Services team on day-to-day client requests.
This role sits at the intersection of engineering and client delivery, and it is well suited to an engineer who enjoys solving concrete problems for identifiable users, is comfortable discussing data and workflows directly with clients, and wants to see their work reach production quickly.
Responsibilities
  • Build and deliver solutions for external clients, collaborating with product and business stakeholders to translate requirements into robust, maintainable implementations.
  • Develop and maintain third-party data integrations, including parsers for ingesting client and vendor data.
  • Build and configure client-facing reports and workflows within Vantage.
  • Configure and support FIX Gateway connectivity for client trade flow.
  • Investigate and resolve data quality issues, tracing problems to their source and implementing durable fixes rather than one-off corrections.
  • Contribute feature enhancements to core Vantage, so that solutions built for one client strengthen the platform for all clients.
  • Serve as a technical resource to the Client Services team, taking ownership of business-as-usual client requests and reducing escalations to the broader development team.
  • Document integrations, configurations, and resolutions so that onboarding knowledge is reusable across the team.

Qualifications
  • 3-6 years of professional software engineering experience, ideally including work delivering solutions to external clients.
  • Strong proficiency in Python and SQL.
  • Ability to work through ambiguous requirements and translate business needs into technical solutions.
  • Excellent verbal and written communication skills, including the ability to explain technical concepts to non-technical stakeholders.
  • Detail oriented with strong organizational skills.
  • Resourceful with the ability to work independently as well as part of a team.
  • Bachelor’s degree in computer science, engineering, or a related field, or equivalent practical experience.
  • Experience in C#/.Net, ASP.Net Core, Entity Framework is a plus.
  • Experience in the financial industry, particularly with structured finance products, trade flow, or portfolio data, is a plus.

What We Offer
Base salary range for this role is $110,000 – 160,000. Valitana offers a competitive compensation package including base salary and an annual performance bonus. Employees receive a comprehensive benefits package that includes an employer-matched retirement plan, healthcare with medical, dental, vision, telemedicine, and PTO.
Employees in this role will work in the office Monday through Wednesday with the flexibility to work remotely Thursday and Friday.
Assessment and Automated Screening Tools
As part of this hiring process, you may be asked to complete a technical assessment administered through HackerRank, a third-party platform. By participating, advancing, or completing the assessment you are consenting to HackerRank possibly using automated features to evaluate or score the submitted work, and information about your submission is processed by that platform.
Categories of data processed: The code or written work you submit, assessment scores, completion time, and, if enabled, session activity data. Source of that data is the information you provide directly by completing the assessment.
How it is assessed: A Valitana employee reviews assessment results, and no hiring decision is made solely on the basis of an automated score. If you would like more information about how the assessment is evaluated contact Valitana Human Resources at [email protected].
Equal Opportunity and Accommodation
Valitana is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, ancestry, age, disability, pregnancy, veteran or military status, genetic information, or any other characteristic protected by federal or Connecticut law.
If you need a reasonable accommodation to apply, interview, complete an assessment, or otherwise participate in this hiring process, contact the Human Resources team at [email protected]. Requesting an accommodation will not affect how your application is considered.

Skills Required

  • 3-6 years of professional software engineering experience
  • Strong proficiency in Python
  • Strong proficiency in SQL
  • Ability to translate ambiguous business requirements into technical solutions
  • Excellent verbal and written communication skills
  • Ability to explain technical concepts to non-technical stakeholders
  • Strong attention to detail and organizational skills
  • Ability to work independently and collaboratively
  • Bachelor’s degree in computer science, engineering, or a related field, or equivalent practical experience
  • Experience delivering solutions to external clients
  • Experience with C#/.NET, ASP.NET Core, and Entity Framework
  • Experience in financial services, structured finance products, trade flow, or portfolio data
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The Company
HQ: Stamford, Connecticut
33 Employees
Year Founded: 2017

What We Do

Valitana is dedicated to building intuitive, integrated, and customizable platforms for modern investment professionals. Valitana aims to deliver clear, concise, relevant insights and enable our clients to focus on informed security selection, asset allocation, and risk management. Vantage is our a multi-asset class trade and portfolio management platform. With extensive data warehousing capabilities, custom-built workflows, a powerful compliance engine, and numerous third-party integrations, Vantage is designed to help operations, finance, portfolio managers, traders, compliance, and IR focus on what matters most. Valitana Analytics is our CLO analysis and workflow platform. Deep dive into the analytics and relative value metrics of any deal, create your own custom analytics, run valuations with an unlimited set of your own custom cashflow projection scenarios, and quickly run price / yield tables and liquidation NAVs.

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