Senior Data Engineer
New York, NY
Summary
The client advisory team is focused on the ongoing ingestion and management of investment portfolio data for institutional investors. In the role of Senior Data Engineer, you will be instrumental in the development and maintenance of robust data pipelines for the firm’s new and existing institutional investor clients, and will conduct insightful analysis of large data sets. You will work with new institutional clients to analyze their investment holding structure, including developing an understanding of institutional structure, related entities, how those entities interact, and any sub-funds relevant to their data collection efforts. You will work with new clients’ data teams to determine the best strategy for effectively onboarding client data in order to provide the firm with portfolio access and seamless ongoing data downloads. This will include working to identify formatting challenges between client data and their database structure, determining ways to overcome these challenges, and continually identifying and addressing issues that arise related to client data integrity. This role requires the utmost security and confidentiality, and your expertise in Python and SQL will be crucial.
Responsibilities
- Design, implement and optimize end-to-end data pipelines for efficient and scalable data processing and storage.
- Conduct thorough and insightful data analysis on large data sets to derive actionable insights, supporting informed decision-making across the firm.
- Identify patterns, relationships, and problems in data and statistical sets.
- Determine limitations in data reliability and usability, troubleshoot data-related problems.
- Evaluate the performance of data systems; Identify and implement strategies to enhance the performance and efficiency of data processing workflows and systems, ensuring timely and accurate data delivery.
- Develop techniques that allow for the collection of accurate data, which may include leveraging your mastery of Python to develop and optimize code for data extraction, transformation, and loading (ETL) processes.
- Utilize your advanced SQL skills for crafting complex queries, optimizing database performance, and ensuring seamless data retrieval.
- Develop and maintain stored procedures in both MySQL and MSSQL environments to encapsulate and streamline data processing logic.
- Create, implement and enforce policies and procedures related to the secure and efficient handling and sharing of client data.
- Collaborate with cross-functional teams to create and maintain data models aligned with business requirements.
- Ensure compliance with all firm standards and laws and ensure security from data loss, security breach, and hacking.
- Oversee the work of data specialists.
Qualifications
- Bachelor’s degree in computer science, information technology, statistics, mathematics, or related field.
- Experience working with institutional investor portfolios, banking and/or financial data is a plus.
- Proven experience as a data engineer with a focus on managing data and building and maintaining data pipelines.
- A deep understanding of relational databases including MySQL and MSSQL, including performing schema design, indexing, performance optimization, and writing or modifying complex queries to apply transformation and logic to data sets.
- Proficiency in Python and SQL for data manipulation and analysis.
- Highly proficient in data designing, modeling and mapping processes to load data based on business requirements.
- Highly proficient at digesting, understanding, and analyzing large amounts of data.
- Familiar with modern, high-tech databases and IT systems.
- A thorough and proven understanding of data management and administrative policies.
- Ability to complete multiple time-sensitive tasks with competing deadlines.
- High-level verbal and written communication skills.
- Confident in making good decisions with given information.
- Leadership experience with good interpersonal skills.
- Excellent verbal and written communication skills for conveying complex technical concepts.
- Strong problem-solving skills with a keen attention to detail.
- Ability to work collaboratively in a fast-paced, cross-functional team environment.
Work Environment
- This is a full-time, exempt position based in New York.
- This is a hybrid role (3 days in-office (Tuesday/Wednesdays required); 2 days work-from-home, subject to job requirements).
- The firm values diversity and inclusion and is an Equal Opportunity Employer.
- All candidates must be legally authorized to work in the U.S.
Salary Range: $140,000.00-$175,000.00, plus bonus.
#LI-Hybrid
Job Type: Full-time, Hybrid
Salary: $140,000.00-$175,000.00, plus bonus
Date Active: 3.25.2026
Exempt/Not Exempt: Exempt