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Portfolio Bi
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  • Systems Engineer - Onsite Support - New York City  

    - Jersey City
    Job DescriptionJob DescriptionPortfolio BI’s flagship products and ser... Read More
    Job DescriptionJob Description

    Portfolio BI’s flagship products and services, PBI Axiom, PBI Vector, and PBI Stratus, enable alternative asset managers to address their data challenges in analytics, workflow, governance, and security.

    We are seeking a skilled Systems Engineer – Dedicated Onsite to support, maintain, and optimize our cloud infrastructure. The ideal candidate has hands-on experience with cloud services, monitoring tools, incident response, and operational best practices. This role is an escalation for Level 1 and 2 support issues and collaborates with engineering teams and the customer’s onsite CTO to deliver reliable onsite support and secure cloud operations.

    This role follows a hybrid working model, with 4 days on-site and 1 day working from home.

    Requirements

    2–4 years of experience in cloud operations, system administration, or related roleHands-on experience with one or more major cloud platforms (preferably Azure)Strong understanding of supporting Microsoft Office 365 stack (Exchange Online, SharePoint, OneDrive, Intune, Entra ID, Teams calling)Strong understanding of cloud networking concepts (VPC/VNet, security groups, load balancers, VPN, DNS, etc.)Experience with Windows server administration (Active Directory, Group Policy)Proficiency with monitoring and logging tools (CloudWatch, Azure Monitor, Stackdriver, Datadog, etc.)Ability to script basic automations (PowerShell, Bash, Python, etc.)Familiarity with CI/CD, version control (Git), and infrastructure-as-code tools (Terraform, ARM, CloudFormation)Excellent troubleshooting, communication, and documentation skillsAbility for basic management and knowledge of networking hardware and concepts: LAN / DMZ / WAN, DHCP, DNS, Routing, Switching, and Firewalls

    Preferred Qualifications:

    Financial industry experience, including familiarity with market vendors: Bloomberg, Thomson Reuters, CapIQ, etc.Relevant cloud certifications (Azure Administrator Associate, etc.)Experience in hybrid cloud environments or on-prem integrationsExposure to containerization (Docker, Kubernetes) and serverless technologiesKnowledge of ITIL practices or experience working in an ITSM environment (ServiceNow, Jira)Experience with basic Linux sever administrationExperience with cybersecurity solutions, such as Windows Defender, Crowdstrike, Microsoft Sentinel, DarktraceExperience with Citrix XenApp or similar productsBasic knowledge of virtualization and storage platforms

    Key Responsibilities:

    Onsite & Infrastructure Support

    Provide support for cloud systems, platforms, and deployed applicationsProvide desktop support and infrastructure services for onsite usersMonitor system performance, availability, and capacity using cloud-native and third-party toolsTroubleshoot and resolve incidents related to compute, storage, networking, identity, and security servicesPerform routine operational tasks such as snapshots, backups, patching, and scheduled maintenance

    Incident & Problem Management:

    Respond to and resolve escalated alerts and tickets within SLAConduct root cause analysis (RCA) for recurring issues and implement corrective actionsCollaborate with Level 3 and engineering teams for complex problem resolution

    Deployment & Automation:

    Adhere to strict change control proceduresSupport deployment activities including configuration changes, updates, and rollout of new cloud resourcesContribute to automation and scripting of operational processes

    Security & Compliance:

    Follow established security controls, patch management cycles, and compliance guidelinesAssist in identity and access management (IAM) tasks and policy updatesSupport cloud governance, logging, and monitoring best practices

    Documentation & Process Improvement:

    Maintain accurate documentation of systems, procedures, and operational runbooksRecommend improvements to enhance reliability, performance, and operational efficiency

    Benefits

    This is a full time role with the following employment benefits:

    Health Care Plan (Medical, Dental & Vision)Retirement Plan (401k, IRA)Life Insurance (Basic, Voluntary & AD&D)Paid Time Off (Vacation, Sick & Public Holidays)Family Leave (Maternity, Paternity)Short Term & Long-Term DisabilityTraining & Development, including support for cloud and security certifications

    Portfolio BI is an equal opportunities employer and welcomes applications from all backgrounds. Candidates must have the right to work in the United States. We cannot provide visa sponsorship for this role.

    Read Less
  • Job DescriptionJob DescriptionPortfolio BI is a platform-centric data... Read More
    Job DescriptionJob Description

    Portfolio BI is a platform-centric data and managed services company built for alternative asset managers. From New York, London, and Belgrade we support 175+ hedge funds and asset managers with integrated cloud, cybersecurity, and data infrastructure under a single SLA. Our PBI Stratus platform runs a true follow-the-sun model across three time zones.

    The Role

    You will design, build, and automate the Azure and Microsoft 365 platforms behind our managed cloud service, with a focus on repeatable, infrastructure-as-code delivery for new and existing clients. You will be a senior escalation point for Managed Services, vendors, and Microsoft support, and partner with architects and Cybersecurity to modernize client estates. This role follows a hybrid working model, with 4 days on-site and 1 day working from home.

    Responsibilities:

    Serve as the senior onsite technical lead and trusted advisor to the client's CTO and senior stakeholdersDesign and deploy Azure and Microsoft 365 solutions using infrastructure-as-code (Bicep, ARM, Terraform, PowerShell)Build Azure landing zones aligned to the Cloud Adoption FrameworkLead public cloud migrations: email, files, apps, servers, and identityAct as senior escalation for Managed Services, vendors, and Microsoft supportAdminister Microsoft Entra ID: conditional access, PIM, RBAC, and hybrid identityRun M365 security: Defender for Endpoint/XDR, Sentinel, Purview, and IntuneImprove design, security, performance, and cost, and keep documentation current

    Requirements

    Essential (Azure & Microsoft)

    Proven track record as a senior technical resource in a dedicated or client-facing environment4+ years with Azure and Microsoft 365 infrastructureAzure compute: VMs, Availability Sets/Zones, Storage Accounts, Site RecoveryAzure networking: VNets, Virtual WAN, ExpressRoute, VPN Gateway, NSGsMicrosoft Entra ID: conditional access and hybrid identityM365 admin: Exchange Online, Teams, SharePoint, OneDrive, Intune (MAM/MDM), Defender for EndpointPublic cloud migrations and configuration managementAutomation: PowerShell with Bicep/ARM or TerraformStrong written documentation for infrastructure or cloud environmentsEligible to work in the United States

    Great to Have

    Azure governance: Policy, RBAC, Management Groups, and Landing Zones aligned to the Cloud Adoption FrameworkAzure security and edge: Application Gateway (WAF), Firewall, DDoS ProtectionMicrosoft security and compliance tools: Purview, Sentinel, Defender for Cloud

    Networking (Nice to Have)

    Fortinet (FortiGate) firewallsCisco Meraki switches and access pointsUbiquiti UniFi switching, access points, and controllersLAN/WAN, VLANs, routing, DNS, DHCP, and VPN

    Certifications (a plus)

    AZ-104, AZ-305, AZ-700, MS-102 or SC-300, and Fortinet NSE

    Who You Are

    Consultative, solution-focused, and proactiveHands-on, accountable, and versatileAlways learning, and shares knowledge across the team

    Benefits

    This is a full time role with the following employment benefits:

    Health Care Plan (Medical, Dental & Vision)Retirement Plan (401k, IRA)Life Insurance (Basic, Voluntary & AD&D)Paid Time Off (Vacation, Sick & Public Holidays)Family Leave (Maternity, Paternity)Short Term & Long-Term DisabilityTraining & Development, including support for cloud and security certifications

    Portfolio BI is an equal opportunities employer and welcomes applications from all backgrounds. Candidates must have the right to work in the United States. We cannot provide visa sponsorship for this role.

    Read Less
  • Systems Engineer - Onsite Support - New York City  

    - Newark
    Job DescriptionJob DescriptionPortfolio BI’s flagship products and ser... Read More
    Job DescriptionJob Description

    Portfolio BI’s flagship products and services, PBI Axiom, PBI Vector, and PBI Stratus, enable alternative asset managers to address their data challenges in analytics, workflow, governance, and security.

    We are seeking a skilled Systems Engineer – Dedicated Onsite to support, maintain, and optimize our cloud infrastructure. The ideal candidate has hands-on experience with cloud services, monitoring tools, incident response, and operational best practices. This role is an escalation for Level 1 and 2 support issues and collaborates with engineering teams and the customer’s onsite CTO to deliver reliable onsite support and secure cloud operations.

    This role follows a hybrid working model, with 4 days on-site and 1 day working from home.

    Requirements

    2–4 years of experience in cloud operations, system administration, or related roleHands-on experience with one or more major cloud platforms (preferably Azure)Strong understanding of supporting Microsoft Office 365 stack (Exchange Online, SharePoint, OneDrive, Intune, Entra ID, Teams calling)Strong understanding of cloud networking concepts (VPC/VNet, security groups, load balancers, VPN, DNS, etc.)Experience with Windows server administration (Active Directory, Group Policy)Proficiency with monitoring and logging tools (CloudWatch, Azure Monitor, Stackdriver, Datadog, etc.)Ability to script basic automations (PowerShell, Bash, Python, etc.)Familiarity with CI/CD, version control (Git), and infrastructure-as-code tools (Terraform, ARM, CloudFormation)Excellent troubleshooting, communication, and documentation skillsAbility for basic management and knowledge of networking hardware and concepts: LAN / DMZ / WAN, DHCP, DNS, Routing, Switching, and Firewalls

    Preferred Qualifications:

    Financial industry experience, including familiarity with market vendors: Bloomberg, Thomson Reuters, CapIQ, etc.Relevant cloud certifications (Azure Administrator Associate, etc.)Experience in hybrid cloud environments or on-prem integrationsExposure to containerization (Docker, Kubernetes) and serverless technologiesKnowledge of ITIL practices or experience working in an ITSM environment (ServiceNow, Jira)Experience with basic Linux sever administrationExperience with cybersecurity solutions, such as Windows Defender, Crowdstrike, Microsoft Sentinel, DarktraceExperience with Citrix XenApp or similar productsBasic knowledge of virtualization and storage platforms

    Key Responsibilities:

    Onsite & Infrastructure Support

    Provide support for cloud systems, platforms, and deployed applicationsProvide desktop support and infrastructure services for onsite usersMonitor system performance, availability, and capacity using cloud-native and third-party toolsTroubleshoot and resolve incidents related to compute, storage, networking, identity, and security servicesPerform routine operational tasks such as snapshots, backups, patching, and scheduled maintenance

    Incident & Problem Management:

    Respond to and resolve escalated alerts and tickets within SLAConduct root cause analysis (RCA) for recurring issues and implement corrective actionsCollaborate with Level 3 and engineering teams for complex problem resolution

    Deployment & Automation:

    Adhere to strict change control proceduresSupport deployment activities including configuration changes, updates, and rollout of new cloud resourcesContribute to automation and scripting of operational processes

    Security & Compliance:

    Follow established security controls, patch management cycles, and compliance guidelinesAssist in identity and access management (IAM) tasks and policy updatesSupport cloud governance, logging, and monitoring best practices

    Documentation & Process Improvement:

    Maintain accurate documentation of systems, procedures, and operational runbooksRecommend improvements to enhance reliability, performance, and operational efficiency

    Benefits

    This is a full time role with the following employment benefits:

    Health Care Plan (Medical, Dental & Vision)Retirement Plan (401k, IRA)Life Insurance (Basic, Voluntary & AD&D)Paid Time Off (Vacation, Sick & Public Holidays)Family Leave (Maternity, Paternity)Short Term & Long-Term DisabilityTraining & Development, including support for cloud and security certifications

    Portfolio BI is an equal opportunities employer and welcomes applications from all backgrounds. Candidates must have the right to work in the United States. We cannot provide visa sponsorship for this role.

    Read Less
  • Job DescriptionJob DescriptionPortfolio BI is a platform-centric data... Read More
    Job DescriptionJob Description

    Portfolio BI is a platform-centric data and managed services company built for alternative asset managers. From New York, London, and Belgrade we support 175+ hedge funds and asset managers with integrated cloud, cybersecurity, and data infrastructure under a single SLA. Our PBI Stratus platform runs a true follow-the-sun model across three time zones.

    The Role

    You will design, build, and automate the Azure and Microsoft 365 platforms behind our managed cloud service, with a focus on repeatable, infrastructure-as-code delivery for new and existing clients. You will be a senior escalation point for Managed Services, vendors, and Microsoft support, and partner with architects and Cybersecurity to modernize client estates. This role follows a hybrid working model, with 4 days on-site and 1 day working from home.

    Responsibilities:

    Serve as the senior onsite technical lead and trusted advisor to the client's CTO and senior stakeholdersDesign and deploy Azure and Microsoft 365 solutions using infrastructure-as-code (Bicep, ARM, Terraform, PowerShell)Build Azure landing zones aligned to the Cloud Adoption FrameworkLead public cloud migrations: email, files, apps, servers, and identityAct as senior escalation for Managed Services, vendors, and Microsoft supportAdminister Microsoft Entra ID: conditional access, PIM, RBAC, and hybrid identityRun M365 security: Defender for Endpoint/XDR, Sentinel, Purview, and IntuneImprove design, security, performance, and cost, and keep documentation current

    Requirements

    Essential (Azure & Microsoft)

    Proven track record as a senior technical resource in a dedicated or client-facing environment4+ years with Azure and Microsoft 365 infrastructureAzure compute: VMs, Availability Sets/Zones, Storage Accounts, Site RecoveryAzure networking: VNets, Virtual WAN, ExpressRoute, VPN Gateway, NSGsMicrosoft Entra ID: conditional access and hybrid identityM365 admin: Exchange Online, Teams, SharePoint, OneDrive, Intune (MAM/MDM), Defender for EndpointPublic cloud migrations and configuration managementAutomation: PowerShell with Bicep/ARM or TerraformStrong written documentation for infrastructure or cloud environmentsEligible to work in the United States

    Great to Have

    Azure governance: Policy, RBAC, Management Groups, and Landing Zones aligned to the Cloud Adoption FrameworkAzure security and edge: Application Gateway (WAF), Firewall, DDoS ProtectionMicrosoft security and compliance tools: Purview, Sentinel, Defender for Cloud

    Networking (Nice to Have)

    Fortinet (FortiGate) firewallsCisco Meraki switches and access pointsUbiquiti UniFi switching, access points, and controllersLAN/WAN, VLANs, routing, DNS, DHCP, and VPN

    Certifications (a plus)

    AZ-104, AZ-305, AZ-700, MS-102 or SC-300, and Fortinet NSE

    Who You Are

    Consultative, solution-focused, and proactiveHands-on, accountable, and versatileAlways learning, and shares knowledge across the team

    Benefits

    This is a full time role with the following employment benefits:

    Health Care Plan (Medical, Dental & Vision)Retirement Plan (401k, IRA)Life Insurance (Basic, Voluntary & AD&D)Paid Time Off (Vacation, Sick & Public Holidays)Family Leave (Maternity, Paternity)Short Term & Long-Term DisabilityTraining & Development, including support for cloud and security certifications

    Portfolio BI is an equal opportunities employer and welcomes applications from all backgrounds. Candidates must have the right to work in the United States. We cannot provide visa sponsorship for this role.

    Read Less
  • Systems Engineer - Onsite Support - New York City  

    - New York
    Job DescriptionJob DescriptionPortfolio BI’s flagship products and ser... Read More
    Job DescriptionJob Description

    Portfolio BI’s flagship products and services, PBI Axiom, PBI Vector, and PBI Stratus, enable alternative asset managers to address their data challenges in analytics, workflow, governance, and security.

    We are seeking a skilled Systems Engineer – Dedicated Onsite to support, maintain, and optimize our cloud infrastructure. The ideal candidate has hands-on experience with cloud services, monitoring tools, incident response, and operational best practices. This role is an escalation for Level 1 and 2 support issues and collaborates with engineering teams and the customer’s onsite CTO to deliver reliable onsite support and secure cloud operations.

    This role follows a hybrid working model, with 4 days on-site and 1 day working from home.

    Requirements

    2–4 years of experience in cloud operations, system administration, or related roleHands-on experience with one or more major cloud platforms (preferably Azure)Strong understanding of supporting Microsoft Office 365 stack (Exchange Online, SharePoint, OneDrive, Intune, Entra ID, Teams calling)Strong understanding of cloud networking concepts (VPC/VNet, security groups, load balancers, VPN, DNS, etc.)Experience with Windows server administration (Active Directory, Group Policy)Proficiency with monitoring and logging tools (CloudWatch, Azure Monitor, Stackdriver, Datadog, etc.)Ability to script basic automations (PowerShell, Bash, Python, etc.)Familiarity with CI/CD, version control (Git), and infrastructure-as-code tools (Terraform, ARM, CloudFormation)Excellent troubleshooting, communication, and documentation skillsAbility for basic management and knowledge of networking hardware and concepts: LAN / DMZ / WAN, DHCP, DNS, Routing, Switching, and Firewalls

    Preferred Qualifications:

    Financial industry experience, including familiarity with market vendors: Bloomberg, Thomson Reuters, CapIQ, etc.Relevant cloud certifications (Azure Administrator Associate, etc.)Experience in hybrid cloud environments or on-prem integrationsExposure to containerization (Docker, Kubernetes) and serverless technologiesKnowledge of ITIL practices or experience working in an ITSM environment (ServiceNow, Jira)Experience with basic Linux sever administrationExperience with cybersecurity solutions, such as Windows Defender, Crowdstrike, Microsoft Sentinel, DarktraceExperience with Citrix XenApp or similar productsBasic knowledge of virtualization and storage platforms

    Key Responsibilities:

    Onsite & Infrastructure Support

    Provide support for cloud systems, platforms, and deployed applicationsProvide desktop support and infrastructure services for onsite usersMonitor system performance, availability, and capacity using cloud-native and third-party toolsTroubleshoot and resolve incidents related to compute, storage, networking, identity, and security servicesPerform routine operational tasks such as snapshots, backups, patching, and scheduled maintenance

    Incident & Problem Management:

    Respond to and resolve escalated alerts and tickets within SLAConduct root cause analysis (RCA) for recurring issues and implement corrective actionsCollaborate with Level 3 and engineering teams for complex problem resolution

    Deployment & Automation:

    Adhere to strict change control proceduresSupport deployment activities including configuration changes, updates, and rollout of new cloud resourcesContribute to automation and scripting of operational processes

    Security & Compliance:

    Follow established security controls, patch management cycles, and compliance guidelinesAssist in identity and access management (IAM) tasks and policy updatesSupport cloud governance, logging, and monitoring best practices

    Documentation & Process Improvement:

    Maintain accurate documentation of systems, procedures, and operational runbooksRecommend improvements to enhance reliability, performance, and operational efficiency

    Benefits

    This is a full time role with the following employment benefits:

    Health Care Plan (Medical, Dental & Vision)Retirement Plan (401k, IRA)Life Insurance (Basic, Voluntary & AD&D)Paid Time Off (Vacation, Sick & Public Holidays)Family Leave (Maternity, Paternity)Short Term & Long-Term DisabilityTraining & Development, including support for cloud and security certifications

    Portfolio BI is an equal opportunities employer and welcomes applications from all backgrounds. Candidates must have the right to work in the United States. We cannot provide visa sponsorship for this role.

    Read Less
  • Job DescriptionJob DescriptionPortfolio BI is a platform-centric data... Read More
    Job DescriptionJob Description

    Portfolio BI is a platform-centric data and managed services company built for alternative asset managers. From New York, London, and Belgrade we support 175+ hedge funds and asset managers with integrated cloud, cybersecurity, and data infrastructure under a single SLA. Our PBI Stratus platform runs a true follow-the-sun model across three time zones.

    The Role

    You will design, build, and automate the Azure and Microsoft 365 platforms behind our managed cloud service, with a focus on repeatable, infrastructure-as-code delivery for new and existing clients. You will be a senior escalation point for Managed Services, vendors, and Microsoft support, and partner with architects and Cybersecurity to modernize client estates. This role follows a hybrid working model, with 4 days on-site and 1 day working from home.

    Responsibilities:

    Serve as the senior onsite technical lead and trusted advisor to the client's CTO and senior stakeholdersDesign and deploy Azure and Microsoft 365 solutions using infrastructure-as-code (Bicep, ARM, Terraform, PowerShell)Build Azure landing zones aligned to the Cloud Adoption FrameworkLead public cloud migrations: email, files, apps, servers, and identityAct as senior escalation for Managed Services, vendors, and Microsoft supportAdminister Microsoft Entra ID: conditional access, PIM, RBAC, and hybrid identityRun M365 security: Defender for Endpoint/XDR, Sentinel, Purview, and IntuneImprove design, security, performance, and cost, and keep documentation current

    Requirements

    Essential (Azure & Microsoft)

    Proven track record as a senior technical resource in a dedicated or client-facing environment4+ years with Azure and Microsoft 365 infrastructureAzure compute: VMs, Availability Sets/Zones, Storage Accounts, Site RecoveryAzure networking: VNets, Virtual WAN, ExpressRoute, VPN Gateway, NSGsMicrosoft Entra ID: conditional access and hybrid identityM365 admin: Exchange Online, Teams, SharePoint, OneDrive, Intune (MAM/MDM), Defender for EndpointPublic cloud migrations and configuration managementAutomation: PowerShell with Bicep/ARM or TerraformStrong written documentation for infrastructure or cloud environmentsEligible to work in the United States

    Great to Have

    Azure governance: Policy, RBAC, Management Groups, and Landing Zones aligned to the Cloud Adoption FrameworkAzure security and edge: Application Gateway (WAF), Firewall, DDoS ProtectionMicrosoft security and compliance tools: Purview, Sentinel, Defender for Cloud

    Networking (Nice to Have)

    Fortinet (FortiGate) firewallsCisco Meraki switches and access pointsUbiquiti UniFi switching, access points, and controllersLAN/WAN, VLANs, routing, DNS, DHCP, and VPN

    Certifications (a plus)

    AZ-104, AZ-305, AZ-700, MS-102 or SC-300, and Fortinet NSE

    Who You Are

    Consultative, solution-focused, and proactiveHands-on, accountable, and versatileAlways learning, and shares knowledge across the team

    Benefits

    This is a full time role with the following employment benefits:

    Health Care Plan (Medical, Dental & Vision)Retirement Plan (401k, IRA)Life Insurance (Basic, Voluntary & AD&D)Paid Time Off (Vacation, Sick & Public Holidays)Family Leave (Maternity, Paternity)Short Term & Long-Term DisabilityTraining & Development, including support for cloud and security certifications

    Portfolio BI is an equal opportunities employer and welcomes applications from all backgrounds. Candidates must have the right to work in the United States. We cannot provide visa sponsorship for this role.

    Read Less
  • Description Portfolio BI ’s flagship products and services, PBI Axiom,... Read More
    Description Portfolio BI ’s flagship products and services, PBI Axiom, PBI Vector, and PBI Stratus, enable alternative asset managers to address their data challenges in analytics, workflow, governance, and security. We are hiring a Full Stack Quantitative Developer to design, build, and own end-to-end applications that support credit, private credit, structured products, and CLO businesses. This is a hands-on engineering role with quant DNA: you will write production code across the stack, model financial cash flows and risk, integrate market data and pricing services, and partner directly with client solutions group, portfolio managers, risk, operations, and investor relations. You will work alongside the CIO and senior members of Business Technology to contribute to the modernization of the analytics and reporting platform - moving legacy applications to a responsive, cloud-aware architecture, replacing ad-hoc spreadsheets with auditable services, and building the data and tooling layer that supports the firm’s various lines of business. You will also be expected to use AI coding assistants as a daily part of your workflow. Requirements Education Bachelor's degree (or higher) from a top-tier university in computer science, mathematics, physics, financial engineering, or another quantitative discipline Experience 5+ years of professional software engineering experience, including production ownership of customer-facing or business-critical systems 2+ years working in capital markets, ideally at a hedge fund, asset manager, investment bank, or financial technology vendor - with direct exposure to fixed income, structured products, derivatives, private credit, or CLOs Demonstrated success delivering full-stack applications end-to-end, from requirements through production deployment and support Technical Skills — Core Languages: strong proficiency in at least one of Python, C#/.NET, or TypeScript/JavaScript, and working competence in a second Backend: REST APIs, asynchronous services, and microservice patterns. Python or NET/C# experience strongly preferred given existing systems Frontend: modern JavaScript frameworks (React/Angular), responsive web design, HTML5/CSS, and cross-platform optimization for mobile Data: expert SQL (window functions, query tuning, set-based thinking); experience with NoSQL/document stores. Quant / numerical: comfortable with NumPy/pandas (or equivalent), basic statistics, fixed-income math (duration, convexity, OAS), and cash flow modeling Tooling: Git (or TFS), CI/CD, DevOps, Confluence, unit and integration testing frameworks Cloud: experience deploying and operating services on Azure or AWS is a plus Reporting / BI: Tableau dashboard development or SSRS a plus Domain Knowledge Solid understanding of fixed-income securities, bank loans, and credit instruments Familiarity with private credit deal lifecycle: sourcing, underwriting, closing, ongoing monitoring, amendments, and valuation Awareness of portfolio accounting concepts (Geneva exposure is a plus) and portfolio risk frameworks (Bloomberg Port, RiskMetrics or equivalent) General Skills Strong analytical and practical problem-solving skills; you reason from first principles and verify assumptions Excellent written and verbal communication; able to explain technical work to PMs and senior executives Self-starter with strong work ethic; comfortable juggling multiple workstreams under deadline pressure Detail-oriented, with high standards for code quality, data accuracy, and operational discipline Team player who collaborates well across technical and non-technical groups Key Responsibilities: Build full-stack applications across our credit, private credit, and structured products platforms — backend services, APIs, data pipelines, and modern web front ends used by various business teams across the firm Develop quantitative models and analytics for fixed-income and structured product valuation, cash flow projections, scenario analysis, and portfolio risk decomposition Integrate third-party systems including Geneva (portfolio accounting), market data vendors, CRM platforms, and administrative platforms, design clean, well-tested adapters and reconciliation logic Participate in the Migration of legacy .NET/C# applications and SSRS reports to modern, scalable architectures (TypeScript/React front ends, Python or .NET services, cloud-deployed) with responsive UX across desktop and mobile Own data quality end-to-end - ingestion, normalization, validation, and lineage - for firmwide positions, partnering with the data management team on governance and controls Build reporting and BI spanning Tableau dashboards, internal web tooling, investor reporting, and ad-hoc requests for portfolio composition and DDQ responses Translate business needs into engineering — gather requirements directly from PMs, analysts, risk, IR, and operations; document functional and technical specs; write clear UAT plans and lead testing Ship like an engineer - write tests, use source control (GIT/TFS), open clean PRs, manage tickets in DevOps, deploy through CI/CD, and monitor what you ship in production Use AI coding assistants well - accelerate delivery, reduce boilerplate, and improve code quality, while applying the verification, security, and review standards described later in this document Approximate Time Allocation This is a hands-on builder role. A reasonable target distribution: 60% development - services, APIs, front-end, quant models, data pipelines 20% reporting and analytics development - Tableau, SQL, internal dashboards, investor / DDQ outputs 10% requirements gathering and analysis - partnering with the business 10% production support, code review, and mentoring Benefits This is a remote, contract role, in either of these locations: NYC / Dallas / Los Angeles Read Less
  • Description Portfolio BI ’s flagship products and services, PBI Axiom,... Read More
    Description Portfolio BI ’s flagship products and services, PBI Axiom, PBI Vector, and PBI Stratus, enable alternative asset managers to address their data challenges in analytics, workflow, governance, and security. We are hiring a Full Stack Quantitative Developer to design, build, and own end-to-end applications that support credit, private credit, structured products, and CLO businesses. This is a hands-on engineering role with quant DNA: you will write production code across the stack, model financial cash flows and risk, integrate market data and pricing services, and partner directly with client solutions group, portfolio managers, risk, operations, and investor relations. You will work alongside the CIO and senior members of Business Technology to contribute to the modernization of the analytics and reporting platform - moving legacy applications to a responsive, cloud-aware architecture, replacing ad-hoc spreadsheets with auditable services, and building the data and tooling layer that supports the firm’s various lines of business. You will also be expected to use AI coding assistants as a daily part of your workflow. Requirements Education Bachelor's degree (or higher) from a top-tier university in computer science, mathematics, physics, financial engineering, or another quantitative discipline Experience 5+ years of professional software engineering experience, including production ownership of customer-facing or business-critical systems 2+ years working in capital markets, ideally at a hedge fund, asset manager, investment bank, or financial technology vendor - with direct exposure to fixed income, structured products, derivatives, private credit, or CLOs Demonstrated success delivering full-stack applications end-to-end, from requirements through production deployment and support Technical Skills — Core Languages: strong proficiency in at least one of Python, C#/.NET, or TypeScript/JavaScript, and working competence in a second Backend: REST APIs, asynchronous services, and microservice patterns. Python or NET/C# experience strongly preferred given existing systems Frontend: modern JavaScript frameworks (React/Angular), responsive web design, HTML5/CSS, and cross-platform optimization for mobile Data: expert SQL (window functions, query tuning, set-based thinking); experience with NoSQL/document stores. Quant / numerical: comfortable with NumPy/pandas (or equivalent), basic statistics, fixed-income math (duration, convexity, OAS), and cash flow modeling Tooling: Git (or TFS), CI/CD, DevOps, Confluence, unit and integration testing frameworks Cloud: experience deploying and operating services on Azure or AWS is a plus Reporting / BI: Tableau dashboard development or SSRS a plus Domain Knowledge Solid understanding of fixed-income securities, bank loans, and credit instruments Familiarity with private credit deal lifecycle: sourcing, underwriting, closing, ongoing monitoring, amendments, and valuation Awareness of portfolio accounting concepts (Geneva exposure is a plus) and portfolio risk frameworks (Bloomberg Port, RiskMetrics or equivalent) General Skills Strong analytical and practical problem-solving skills; you reason from first principles and verify assumptions Excellent written and verbal communication; able to explain technical work to PMs and senior executives Self-starter with strong work ethic; comfortable juggling multiple workstreams under deadline pressure Detail-oriented, with high standards for code quality, data accuracy, and operational discipline Team player who collaborates well across technical and non-technical groups Key Responsibilities: Build full-stack applications across our credit, private credit, and structured products platforms — backend services, APIs, data pipelines, and modern web front ends used by various business teams across the firm Develop quantitative models and analytics for fixed-income and structured product valuation, cash flow projections, scenario analysis, and portfolio risk decomposition Integrate third-party systems including Geneva (portfolio accounting), market data vendors, CRM platforms, and administrative platforms, design clean, well-tested adapters and reconciliation logic Participate in the Migration of legacy .NET/C# applications and SSRS reports to modern, scalable architectures (TypeScript/React front ends, Python or .NET services, cloud-deployed) with responsive UX across desktop and mobile Own data quality end-to-end - ingestion, normalization, validation, and lineage - for firmwide positions, partnering with the data management team on governance and controls Build reporting and BI spanning Tableau dashboards, internal web tooling, investor reporting, and ad-hoc requests for portfolio composition and DDQ responses Translate business needs into engineering — gather requirements directly from PMs, analysts, risk, IR, and operations; document functional and technical specs; write clear UAT plans and lead testing Ship like an engineer - write tests, use source control (GIT/TFS), open clean PRs, manage tickets in DevOps, deploy through CI/CD, and monitor what you ship in production Use AI coding assistants well - accelerate delivery, reduce boilerplate, and improve code quality, while applying the verification, security, and review standards described later in this document Approximate Time Allocation This is a hands-on builder role. A reasonable target distribution: 60% development - services, APIs, front-end, quant models, data pipelines 20% reporting and analytics development - Tableau, SQL, internal dashboards, investor / DDQ outputs 10% requirements gathering and analysis - partnering with the business 10% production support, code review, and mentoring Benefits This is a remote, contract role, in either of these locations: NYC / Dallas / Los Angeles Read Less
  • Description Portfolio BI ’s flagship products and services, PBI Axiom,... Read More
    Description Portfolio BI ’s flagship products and services, PBI Axiom, PBI Vector, and PBI Stratus, enable alternative asset managers to address their data challenges in analytics, workflow, governance, and security. We are hiring a Full Stack Quantitative Developer to design, build, and own end-to-end applications that support credit, private credit, structured products, and CLO businesses. This is a hands-on engineering role with quant DNA: you will write production code across the stack, model financial cash flows and risk, integrate market data and pricing services, and partner directly with client solutions group, portfolio managers, risk, operations, and investor relations. You will work alongside the CIO and senior members of Business Technology to contribute to the modernization of the analytics and reporting platform - moving legacy applications to a responsive, cloud-aware architecture, replacing ad-hoc spreadsheets with auditable services, and building the data and tooling layer that supports the firm’s various lines of business. You will also be expected to use AI coding assistants as a daily part of your workflow. Requirements Education Bachelor's degree (or higher) from a top-tier university in computer science, mathematics, physics, financial engineering, or another quantitative discipline Experience 5+ years of professional software engineering experience, including production ownership of customer-facing or business-critical systems 2+ years working in capital markets, ideally at a hedge fund, asset manager, investment bank, or financial technology vendor - with direct exposure to fixed income, structured products, derivatives, private credit, or CLOs Demonstrated success delivering full-stack applications end-to-end, from requirements through production deployment and support Technical Skills — Core Languages: strong proficiency in at least one of Python, C#/.NET, or TypeScript/JavaScript, and working competence in a second Backend: REST APIs, asynchronous services, and microservice patterns. Python or NET/C# experience strongly preferred given existing systems Frontend: modern JavaScript frameworks (React/Angular), responsive web design, HTML5/CSS, and cross-platform optimization for mobile Data: expert SQL (window functions, query tuning, set-based thinking); experience with NoSQL/document stores. Quant / numerical: comfortable with NumPy/pandas (or equivalent), basic statistics, fixed-income math (duration, convexity, OAS), and cash flow modeling Tooling: Git (or TFS), CI/CD, DevOps, Confluence, unit and integration testing frameworks Cloud: experience deploying and operating services on Azure or AWS is a plus Reporting / BI: Tableau dashboard development or SSRS a plus Domain Knowledge Solid understanding of fixed-income securities, bank loans, and credit instruments Familiarity with private credit deal lifecycle: sourcing, underwriting, closing, ongoing monitoring, amendments, and valuation Awareness of portfolio accounting concepts (Geneva exposure is a plus) and portfolio risk frameworks (Bloomberg Port, RiskMetrics or equivalent) General Skills Strong analytical and practical problem-solving skills; you reason from first principles and verify assumptions Excellent written and verbal communication; able to explain technical work to PMs and senior executives Self-starter with strong work ethic; comfortable juggling multiple workstreams under deadline pressure Detail-oriented, with high standards for code quality, data accuracy, and operational discipline Team player who collaborates well across technical and non-technical groups Key Responsibilities: Build full-stack applications across our credit, private credit, and structured products platforms — backend services, APIs, data pipelines, and modern web front ends used by various business teams across the firm Develop quantitative models and analytics for fixed-income and structured product valuation, cash flow projections, scenario analysis, and portfolio risk decomposition Integrate third-party systems including Geneva (portfolio accounting), market data vendors, CRM platforms, and administrative platforms, design clean, well-tested adapters and reconciliation logic Participate in the Migration of legacy .NET/C# applications and SSRS reports to modern, scalable architectures (TypeScript/React front ends, Python or .NET services, cloud-deployed) with responsive UX across desktop and mobile Own data quality end-to-end - ingestion, normalization, validation, and lineage - for firmwide positions, partnering with the data management team on governance and controls Build reporting and BI spanning Tableau dashboards, internal web tooling, investor reporting, and ad-hoc requests for portfolio composition and DDQ responses Translate business needs into engineering — gather requirements directly from PMs, analysts, risk, IR, and operations; document functional and technical specs; write clear UAT plans and lead testing Ship like an engineer - write tests, use source control (GIT/TFS), open clean PRs, manage tickets in DevOps, deploy through CI/CD, and monitor what you ship in production Use AI coding assistants well - accelerate delivery, reduce boilerplate, and improve code quality, while applying the verification, security, and review standards described later in this document Approximate Time Allocation This is a hands-on builder role. A reasonable target distribution: 60% development - services, APIs, front-end, quant models, data pipelines 20% reporting and analytics development - Tableau, SQL, internal dashboards, investor / DDQ outputs 10% requirements gathering and analysis - partnering with the business 10% production support, code review, and mentoring Benefits This is a remote, contract role, in either of these locations: NYC / Dallas / Los Angeles Read Less
  • Description Portfolio BI ’s flagship products and services, PBI Axiom,... Read More
    Description Portfolio BI ’s flagship products and services, PBI Axiom, PBI Vector, and PBI Stratus, enable alternative asset managers to address their data challenges in analytics, workflow, governance, and security. We are hiring a Full Stack Quantitative Developer to design, build, and own end-to-end applications that support credit, private credit, structured products, and CLO businesses. This is a hands-on engineering role with quant DNA: you will write production code across the stack, model financial cash flows and risk, integrate market data and pricing services, and partner directly with client solutions group, portfolio managers, risk, operations, and investor relations. You will work alongside the CIO and senior members of Business Technology to contribute to the modernization of the analytics and reporting platform - moving legacy applications to a responsive, cloud-aware architecture, replacing ad-hoc spreadsheets with auditable services, and building the data and tooling layer that supports the firm’s various lines of business. You will also be expected to use AI coding assistants as a daily part of your workflow. Requirements Education Bachelor's degree (or higher) from a top-tier university in computer science, mathematics, physics, financial engineering, or another quantitative discipline Experience 5+ years of professional software engineering experience, including production ownership of customer-facing or business-critical systems 2+ years working in capital markets, ideally at a hedge fund, asset manager, investment bank, or financial technology vendor - with direct exposure to fixed income, structured products, derivatives, private credit, or CLOs Demonstrated success delivering full-stack applications end-to-end, from requirements through production deployment and support Technical Skills — Core Languages: strong proficiency in at least one of Python, C#/.NET, or TypeScript/JavaScript, and working competence in a second Backend: REST APIs, asynchronous services, and microservice patterns. Python or NET/C# experience strongly preferred given existing systems Frontend: modern JavaScript frameworks (React/Angular), responsive web design, HTML5/CSS, and cross-platform optimization for mobile Data: expert SQL (window functions, query tuning, set-based thinking); experience with NoSQL/document stores. Quant / numerical: comfortable with NumPy/pandas (or equivalent), basic statistics, fixed-income math (duration, convexity, OAS), and cash flow modeling Tooling: Git (or TFS), CI/CD, DevOps, Confluence, unit and integration testing frameworks Cloud: experience deploying and operating services on Azure or AWS is a plus Reporting / BI: Tableau dashboard development or SSRS a plus Domain Knowledge Solid understanding of fixed-income securities, bank loans, and credit instruments Familiarity with private credit deal lifecycle: sourcing, underwriting, closing, ongoing monitoring, amendments, and valuation Awareness of portfolio accounting concepts (Geneva exposure is a plus) and portfolio risk frameworks (Bloomberg Port, RiskMetrics or equivalent) General Skills Strong analytical and practical problem-solving skills; you reason from first principles and verify assumptions Excellent written and verbal communication; able to explain technical work to PMs and senior executives Self-starter with strong work ethic; comfortable juggling multiple workstreams under deadline pressure Detail-oriented, with high standards for code quality, data accuracy, and operational discipline Team player who collaborates well across technical and non-technical groups Key Responsibilities: Build full-stack applications across our credit, private credit, and structured products platforms — backend services, APIs, data pipelines, and modern web front ends used by various business teams across the firm Develop quantitative models and analytics for fixed-income and structured product valuation, cash flow projections, scenario analysis, and portfolio risk decomposition Integrate third-party systems including Geneva (portfolio accounting), market data vendors, CRM platforms, and administrative platforms, design clean, well-tested adapters and reconciliation logic Participate in the Migration of legacy .NET/C# applications and SSRS reports to modern, scalable architectures (TypeScript/React front ends, Python or .NET services, cloud-deployed) with responsive UX across desktop and mobile Own data quality end-to-end - ingestion, normalization, validation, and lineage - for firmwide positions, partnering with the data management team on governance and controls Build reporting and BI spanning Tableau dashboards, internal web tooling, investor reporting, and ad-hoc requests for portfolio composition and DDQ responses Translate business needs into engineering — gather requirements directly from PMs, analysts, risk, IR, and operations; document functional and technical specs; write clear UAT plans and lead testing Ship like an engineer - write tests, use source control (GIT/TFS), open clean PRs, manage tickets in DevOps, deploy through CI/CD, and monitor what you ship in production Use AI coding assistants well - accelerate delivery, reduce boilerplate, and improve code quality, while applying the verification, security, and review standards described later in this document Approximate Time Allocation This is a hands-on builder role. A reasonable target distribution: 60% development - services, APIs, front-end, quant models, data pipelines 20% reporting and analytics development - Tableau, SQL, internal dashboards, investor / DDQ outputs 10% requirements gathering and analysis - partnering with the business 10% production support, code review, and mentoring Benefits This is a remote, contract role, in either of these locations: NYC / Dallas / Los Angeles Read Less

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