Portfolio BI

Design, build, and automate Azure and Microsoft 365 platforms using infrastructure-as-code and serve as senior technical lead and escalation point. | 4+ years experience with Azure and M365 infrastructure in client-facing environments with proficiency in automation tools like Bicep, Terraform, and PowerShell. | Portfolio BI is a platform-centric data and managed services company built for alternative asset managers. From New York, London, and Belgrade we support 175+ hedge funds and asset managers with integrated cloud, cybersecurity, and data infrastructure under a single SLA. Our PBI Stratus platform runs a true follow-the-sun model across three time zones. The Role You will design, build, and automate the Azure and Microsoft 365 platforms behind our managed cloud service, with a focus on repeatable, infrastructure-as-code delivery for new and existing clients. You will be a senior escalation point for Managed Services, vendors, and Microsoft support, and partner with architects and Cybersecurity to modernize client estates. Responsibilities: Serve as the senior onsite technical lead and trusted advisor to the client's CTO and senior stakeholders 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 Essential (Azure & Microsoft) Demonstrated experience operating as a senior technical resource in a dedicated client-facing environment, preferably supporting hedge funds or alternative investment firms. 4+ years with Azure and Microsoft 365 infrastructure Azure compute: VMs, Availability Sets/Zones, Storage Accounts, Site Recovery Azure networking: VNets, Virtual WAN, ExpressRoute, VPN Gateway, NSGs Microsoft Entra ID: conditional access and hybrid identity M365 admin: Exchange Online, Teams, SharePoint, OneDrive, Intune (MAM/MDM), Defender for Endpoint Public cloud migrations and configuration management Automation: PowerShell with Bicep/ARM or Terraform Strong written documentation for infrastructure or cloud environments Eligible to work in the United States Great to Have Azure governance: Policy, RBAC, Management Groups, and Landing Zones aligned to the Cloud Adoption Framework Azure security and edge: Application Gateway (WAF), Firewall, DDoS Protection Microsoft security and compliance tools: Purview, Sentinel, Defender for Cloud Networking (Nice to Have) Fortinet (FortiGate) firewalls Cisco Meraki switches and access points Ubiquiti UniFi switching, access points, and controllers LAN/WAN, VLANs, routing, DNS, DHCP, and VPN Certifications (a plus) AZ-104, AZ-305, AZ-700, MS-102 or SC-300, and Fortinet NSE Who You Are Consultative, solution-focused, and proactive Hands-on, accountable, and versatile Always learning, and shares knowledge across the team This is a full time role with the following employment benefits: Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long-Term Disability Training & Development, including support for cloud and security certifications Portfolio BI is an equal opportunities employer and welcomes applications from all backgrounds. Candidates must have the right to work in the United States. We cannot provide visa sponsorship for this role.

Design and build full-stack applications, APIs, and data pipelines for financial platforms. | Bachelor's degree and 5+ years software engineering experience with Python or .NET, frontend frameworks, and SQL. | Portfolio BI’s flagship products and services, PBI Axiom, PBI Vector, and PBI Stratus, enable alternative asset managers to address their data challenges in analytics, workflow, governance, and security. We are hiring a Full Stack Developer to design, build, and support applications and services that power credit, private credit, structured products, and CLO businesses. You will work across the stack from database and API up through modern, responsive front-end interfaces and partner directly with the clients solutions group, portfolio managers, analysts, risk, operations, and investor relations. You will work alongside the CIO and senior members of Business Technology to contribute to the modernization of the analytics and reporting platform - moving legacy applications to a responsive, cloud-aware architecture, replacing ad-hoc spreadsheets with auditable services, and building the data and tooling layer that supports the firm’s various lines of business. You will also be expected to use AI coding assistants as a daily part of your workflow. Education Bachelor's degree from a top-tier university in computer science, mathematics, physics, or another quantitative or hard-science discipline. Experience 5+ years of professional software engineering experience, including production ownership of business-critical web applications Experience at a technology firm; capital markets, hedge fund, asset manager, investment bank, or financial technology vendor strongly preferred Demonstrated success delivering full-stack applications end-to-end, from requirements through production deployment and ongoing support Technical Skills — Core Backend: extensive experience with Python or .NET and C#; comfort with REST APIs, asynchronous services, and integration patterns. Frontend: JavaScript/TypeScript, HTML5, CSS, and modern frameworks (React/ /JQuery). Strong proficiency with responsive web design. Data: strong SQL skills (window functions, query tuning, set-based thinking); experience with relational databases; exposure to NoSQL/document stores a plus. Source control & tooling: Git (or TFS), CI/CD, TFSDevOps , Confluence, unit and integration testing. Cloud: experience deploying and operating services on Azure or AWS is a plus. Reporting / BI: Tableau dashboard development; SSRS experience a plus. Domain Knowledge — Required or Strongly Preferred Familiarity with fixed-income securities, bank loans, and credit instruments General Skills Strong analytical and practical problem-solving skills; you reason from first principles and verify assumptions Excellent written and verbal communication; able to explain technical work to PMs and senior executives Self-starter with strong work ethic; comfortable juggling multiple workstreams under deadline pressure Detail-oriented, with high standards for code quality, data accuracy, and operational discipline Team player who collaborates well across technical and non-technical groups Key Responsibilities: 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 This is a remote, contract role