The Role
Design and build ETL/ELT pipelines, canonical client/account data models, and revenue attribution logic for equities and adjacent products. Resolve entity and reconciliation issues across CRM, OMS/EMS, and finance systems, partnering with Front Office, Finance, Compliance, and Operations to ensure governance and accurate management reporting.
Summary Generated by Built In
The Senior Data Engineer will play a pivotal role in architecting and implementing data solutions for Cantor Fitzgerald's Technology Markets division. This role demands a deep understanding of financial services data, particularly in Equities Trading and Broker-Dealer Operations, to drive data-driven decision-making and operational efficiency. The successful candidate will collaborate closely with CRM product owners and front-office stakeholders to translate complex business workflows into robust data structures, ensuring accurate revenue tracking and attribution across coverage teams and products.
Responsibilities
- Architect and build ETL/ELT pipelines for CRM data migration, cleansing, and normalization, resolving entity conflicts across legacy systems.
- Define canonical data models for client hierarchies, account structures, and relationship ownership, ensuring consistency across business lines.
- Address entity resolution challenges, including duplicate client records and mismatched account IDs, for accurate data representation.
- Translate business workflows into data structures that reflect actual coverage team operations, collaborating closely with front-office stakeholders.
- Design and maintain revenue tracking data models, including trading commissions, advisory fees, and relationship-attributed P&L, ensuring accurate attribution.
- Build attribution logic to allocate revenue across coverage teams, products, client accounts, and booking entities, considering commission sharing and soft dollar arrangements.
- Ensure accurate reconciliation between front-office OMS/EMS data, finance ledgers, and CRM-reported metrics for management reporting.
- Standardize client master data across Equities and adjacent product lines, applying consistent hierarchy models and industry-standard identifiers.
- Partner with Compliance, Operations, and Front Office to maintain data governance standards and support downstream reporting and compliance.
- Deep understanding of financial services data, particularly in Equities Trading, Broker-Dealer Operations, or Client/Account Management.
- Familiarity with trade lifecycle data, order management, execution, settlement, and data flow into downstream reporting and P&L systems.
- Working knowledge of client and account hierarchy models, legal entity structures, account types, and sub-accounts, and their mapping to coverage and revenue attribution.
- Understanding of sell-side revenue tracking and attribution, including commissions, advisory fees, and reconciliation challenges between front-office and finance systems.
- Familiarity with counterparty and client identifier standards, such as LEI, DTCC, and FIX protocol client IDs.
- 5-8 years of hands-on data engineering experience, with at least 3 years in financial services, and expertise in Python, Java, and SQL.
- Direct experience with Salesforce CRM, including data model, APIs, and integration patterns, and proven experience with data normalization and entity resolution.
- Comfortable working directly with stakeholders across Front Office, Finance, Compliance, and Operations, and able to drive independent deliverables in a fast-paced environment.
- Preferred: Hands-on experience with AI/ML tools for data workflow automation and self-service analytics, and exposure to Cloud data platforms and industry data standards.
- Experience with Fixed Income, Prime Brokerage, or multi-asset CRM data, and orchestration/transformation tools like dbt or Airflow, is an advantage.
Skills Required
- Deep understanding of financial services data, particularly Equities Trading, Broker-Dealer Operations, or Client/Account Management.
- Familiarity with trade lifecycle data, order management, execution, settlement, and downstream reporting/P&L flows.
- Working knowledge of client and account hierarchy models, legal entity structures, account types, and sub-accounts mapping for attribution.
- Understanding of sell-side revenue tracking and attribution, including commissions, advisory fees, and reconciliation between front-office and finance.
- Familiarity with counterparty/client identifier standards such as LEI, DTCC, and FIX protocol client IDs.
- 5-8 years of hands-on data engineering experience, with at least 3 years in financial services; expertise in Python, Java, and SQL.
- Direct experience with Salesforce CRM including data model, APIs, integration patterns, data normalization, and entity resolution.
- Ability to work directly with Front Office, Finance, Compliance, and Operations stakeholders and deliver independently in a fast-paced environment.
- Hands-on experience with AI/ML tools for data workflow automation and self-service analytics; exposure to Cloud data platforms and industry data standards.
- Experience with Fixed Income, Prime Brokerage, or multi-asset CRM data and orchestration/transformation tools like dbt or Airflow.
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The Company
What We Do
Cantor Fitzgerald is a leading global financial services firm, serving clients from over 30 offices around the world. Founded in 1945 as a securities brokerage and investment bank, the firm pioneered computer-based bond trading, built one of the broadest distribution networks in the industry and became the market’s premier dealer of government securities. Today, Cantor Fitzgerald is known for its strength across a diverse array of businesses, including equity and fixed income capital markets, investment banking, commercial real estate finance and services, prime brokerage, asset management and wealth management, and e-commerce and online ventures. In all its businesses, the firm is an acknowledged leader in developing advanced technologies to expand market access, and help clients achieve their most important financial and strategic objectives. This commitment to client-centered innovation has led to enduring relationships with many of the world’s most demanding institutional investors and corporations. For more information please visit www.cantor.com.
