Portfolio BI

Mid Client Implementation Engineer



Job Type






Skill Set


All Other Remote

Job Details

Portfolio BI (PBI) empowers the most sophisticated buy-side firms to take control of their portfolio and operational data. Born from the merger with Hentsū, and backed by Credit Suisse Asset Management's NEXT Investors, our customers benefit from our integrated platforms, local technological expertise, and seasoned financial experts. We are an asset management technologist, and we provide a fully managed cloud platform for hedge funds, with on-demand trading, research and corporate technology, as well as connectivity to market data providers, brokers, and exchanges. Our vision is to drive agile transformation across financial services through public cloud technologies, SaaS and data science.

The individual in this position will act as an account manager on the client service team tasked to deliver software solutions to PBI clients. The individual in this position is also responsible for working closely with the application support team, and product development team to develop dynamic solutions that drive revenue for clients.

You will:

  • Lead one or more software implementations by driving analysis, from implementations through Go Live
  • Collaborate with product and support teams to triage and work through client issues
  • 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
  • Constantly evaluate process and procedures for inefficiencies, and make recommendations for improvement, and drive them through with stakeholders
  • Supervise, train, evaluate, oversee, and provide feedback to junior colleagues
  • Perform ad-hoc work/special projects as necessary to support the various client and internal initiatives


You have:

  • Bachelor’s Degree preferred; computer science, information technology, math, or related field preferred
  • 5+ years of professional experience in software development. Recent hands-on experience on C# .Net core is required
  • 5+ years of experience with database design and optimization; Microsoft SQL Server knowledge preferred
  • 2+ years in FinTech, financial services, or investment technology company with experience in order and execution management systems is a plus
  • Experience with any visualization tools Power BI, Tableau, and/or SQL Server Reporting Services is required
  • Experience with a version control system (Git), CI / CD pipeline (Octopus, TeamCity), and best practices is preferred

Soft skills:

  • Demonstrated professional integrity
  • Dependable, flexible, and adaptable to new initiatives and changing client needs
  • Ability to work as a leader in a fast-paced, small-team environment
  • Ability to work independently, multi-task and prioritize effectively
  • Ability to establish and maintain effective working relationships with colleagues and clients, by leading a team
  • Highly motivated and goal-oriented; proactive in one’s own education and career progression
  • Dedicated to upholding high-quality standards and customer service focus
  • Strong communication, organizational and problem-solving skills with attention to detail


  • We believe in lifelong learning - we offer extensive opportunities for personal and professional development
  • We support our employees as they gain the skills they will need to succeed and excel professionally
  • Opportunity to work remotely
  • Flexible working hours
  • Competitive salary
  • Working with cutting edge technologies
  • PTO and sick leave days
  • Medical insurance and 401k packages
  • PPO and EPO plans
  • Professional development and training
  • Discretionary performance bonus