Portfolio BI

Full-stack Engineer

• - Participate in the rapid research and development of early life cycle initiatives such as proof of concept and minimum viable products, focused on areas such as artificial intelligence and machine learning
• - Work within an agile team, following a broad set of practices and processes, such as using Atlassian JIRA and Confluence tools for daily collaboration, and working with source control repositories and DevOps tooling
• - Learn about the data and knowledge structures commonly used within the financial industry and investment management domains
• - Apply your computer science background to design and implement relevant algorithms and workflows leveraging LLMs, embedding models, and other modern AI tooling

AI Software Developer Intern

Director

• Define and own global infrastructure strategy and standards.
• Ensure platforms meet availability, performance, security, and compliance requirements.
• Align infrastructure operations with MSP operating models and repeatable delivery.
• Own infrastructure delivery standards for client onboardings and major projects.
• Oversee technical due diligence, onboarding execution, migrations, and standardization.
• Act as senior escalation point for client-impacting delivery or infrastructure issues.
• Serve as senior technical authority for architecture and complex escalations.
• Provide leadership across core enterprise infrastructure domains (cloud, hybrid, compute, network, security).
• Lead cloud migrations, upgrades, new site deployments, and global expansions.
• Enforce change control and deployment standards.
• Drive automation and scripting to improve consistency and outcomes.
• Maintain and improve CI/CD pipelines supporting infrastructure delivery.
• Oversee global infrastructure operations and reliability.
• Lead response to high-severity incidents and outages.
• Own disaster recovery and business continuity planning and testing.
• Own infrastructure security posture, patching, and IAM governance.
• Support cloud governance, monitoring, compliance, and audits.
• Ensure effective use of MSP tools including RMM, PSA, ticketing, monitoring, and asset management.
• Integrate tooling with incident management, change control, reporting, and SLAs.
• Lead and scale a globally distributed infrastructure team.
• Embed a culture of client ownership, accountability, and service excellence.
• Partner with the CTO and senior leadership on strategy and client delivery priorities.
• Own infrastructure budgeting, cost optimization, and vendor management.
• Drive standardization to improve efficiency, scalability, and client outcomes.r system performance, availability, and capacity using cloud-native and third-party tools

Director of Infrastructure

Business Analyst

• Serve as the primary point of contact for clients, understanding their needs and providing tailored solutions
• Collaborate with stakeholders to gather and document business requirements and understand their needs and objectives
• Translate business needs into detailed functional specifications for the development team
• Ensure all requirements are clearly communicated and understood by all parties involved
• Work closely with software development teams
• Monitor and report on the effectiveness and efficiency of implemented solutions
• Communicate effectively with cross-functional teams to ensure alignment and successful project delivery
• Conduct user acceptance testing (UAT) to ensure the software meets business needs and quality standards
• Collect, analyze, and interpret financial and operational data to support decision-making processes
• Provide training and support to end-users on new software features and functionalities

AI Software Developer Intern

Director of Infrastructure

Business Analyst – Alternative Investments