Portfolio BI

Cloud Engineer

• Design and deploy Azure and Microsoft 365 solutions using infrastructure-as-code (Bicep, ARM, Terraform, PowerShell)
• Build Azure landing zones aligned to the Cloud Adoption Framework
• Lead public cloud migrations: email, files, apps, servers, and identity
• Act as senior escalation for Managed Services, vendors, and Microsoft support
• Administer Microsoft Entra ID: conditional access, PIM, RBAC, and hybrid identity
• Run M365 security: Defender for Endpoint/XDR, Sentinel, Purview, and Intune
• Improve design, security, performance, and cost, and keep documentation current

Senior Azure, M365 Cloud Engineer

Application Engineer

• Develop deep expertise in Portfolio BI applications, client workflows, and supporting technologies
• Investigate, troubleshoot, and resolve complex application, integration, and database-related issues
• Analyze system behavior and perform root cause analysis for recurring production incidents
• Develop and maintain integrations between Portfolio BI platforms and third-party applications
• Design and deliver custom reports, web grids, and Windows-based solutions to meet client requirements
• Optimize SQL queries, ETL processes, and database performance within production environments
• Collaborate with Development, Product, and Infrastructure teams to implement scalable long-term solutions
• Conduct proactive system audits and preventative maintenance activities
• Manage multiple support requests and priorities while ensuring timely client communication and issue resolution
• Maintain detailed documentation of issues, resolutions, and technical processes
• Provide technical guidance and support to clients regarding application functionality and operational workflows

Senior Application Support Engineer – Fintech Experience

Full-stack Engineer

• Design, build, and own end-to-end applications that support credit, private credit, structured products, and CLO businesses
• 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
• Contribute to the modernization of the analytics and reporting platform - moving legacy applications to responsive, cloud-aware architecture
• Replace ad-hoc spreadsheets with auditable services, and build the data and tooling layer that supports the firm’s various lines of business
• Use AI coding assistants as a daily part of your workflow

Full Stack Quantitative Developer

• 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
• 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
• 60% development — services, APIs, front-end, integrations
• 20% reporting and dashboard development — Tableau, SQL, internal web tooling
• 15% requirements gathering, analysis, and UAT
• 5% production support and code review

Senior Azure, M365 Cloud Engineer

Senior Application Support Engineer – Fintech Experience

Full Stack Quantitative Developer

Full-Stack Developer