Portfolio BI is hiring a
Client Implementation Engineer

Summary

The job is for a Client Implementation Engineer at Portfolio BI, a leading global provider of data solutions to the investment management community. The role involves configuring and implementing Portfolio BI solutions for alternative asset managers. The ideal candidate should have a strong technical background, experience in software development (C# .NET), SQL, data visualization tools (Power BI or Tableau), and cloud services (Azure-AD, Azure-SQL, Azure-app-registrations). The role is remote within the US, Eastern Standard Timezone.

Requirements

• 7+ years of proven experience in software development. Recent hands-on experience in C# .NET is required
• 5+ years of solid hands-on experience in SQL, MS SQL. Strong relational database expertise is required
• Strong experience with version control systems
• Experience with cloud services - Azure-AD, Azure-SQL, Azure-app-registrations, etc
• Strong problem-solving and decision-making abilities
• Excellent communication, presentation, and interpersonal skills
• Ability to work effectively in a fast-paced, agile environment
• Bachelor's degree in business, engineering, computer science, or related field

Responsibilities

• Solution engineer tailoring technical solutions to meet client-specific requirements
• Instal, configure and integrate PBI SaaS solutions
• 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
• Perform ad-hoc work/special projects as necessary to support the various client and internal initiatives
• Work closely with project managers and other team members to ensure timely and on-budget delivery of implementation projects

Preferred Qualifications

• Experience in data visualization tools like Power BI or Tableau is preferred
• Prior experience in the finance sector or working on financial products is desirable

Benefits

• Flexible working - the role is remote, you can work from anywhere within the US, in the Eastern Standard Timezone
• Competitive salary
• Medical insurance for you and your family
• 401k packages
• Plentiful PTO and sick leave days
• PPO and EPO plans
• Professional development and training
• Discretionary performance bonus, etc