Job Description
The Data Engineer will support data engineering initiatives within client Private Wealth Management (PWM) domain. This role focuses on designing, building, and maintaining high-quality data pipelines and platforms that support portfolio management, client reporting, performance analytics, and regulatory reporting.
The ideal candidate will have strong experience working with financial data related to investments, portfolios, transactions, and client accounts, along with hands-on expertise in modern data engineering tools and frameworks.
Key Responsibilities
Design, develop, and maintain scalable data pipelines for PWM data including portfolios, holdings, transactions, performance, and client data
Work closely with PWM business teams, analysts, and downstream consumers to understand data requirements
Build and optimize ETL/ELT processes to ingest data from multiple sources (custodians, trading systems, market data providers)
Ensure data quality, accuracy, lineage, and reconciliation across financial datasets
Support data models used for reporting, analytics, and regulatory requirements
Collaborate with application development, QA, and infrastructure teams
Monitor, troubleshoot, and resolve data pipeline and production issues
Follow enterprise SDLC, data governance, security, and compliance standards
Required Qualifications
7+ years of experience as a Data Engineer
Strong experience in Private Wealth Management, Asset Management, or Investment Management
Hands-on experience with financial data domains such as portfolios, trades, transactions, performance, benchmarks, and client accounts
Strong SQL skills and experience with relational and analytical databases
Experience with ETL tools, data pipelines, and batch processing
Solid programming experience in Python, Java, or Scala
Experience with on-prem and/or cloud data platforms
Preferred Skills
Experience with data warehouses and data lakes
Familiarity with cloud platforms (AWS, Azure, or GCP)
Knowledge of market data feeds and custodial data
Experience with reporting and analytics tools
Strong understanding of data governance, controls, and reconciliation in financial systems