Portfolio BI

👥 51-100Management Consulting💼 Private Company
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Portfolio BI (PBI) is a leading provider of front-to-back data solutions for the investment management industry. We empower sophisticated buy-side firms to manage their portfolio and operational data effectively, leveraging our integrated platforms and deep financial expertise. Born from the merger of three successful firms and backed by Credit Suisse, PBI offers award-winning solutions like PBI Axiom, PBI Vector, and PBI Stratus, trusted by over 175 top-tier hedge funds and institutional investors. Our technology stack includes a robust blend of cutting-edge and established technologies such as ASP.NET, IIS, Microsoft technologies, Envoy, and various cloud services (Content Delivery Network, Cloudflare). We foster a collaborative engineering culture that prioritizes innovation and automation, creating opportunities for continuous professional development. Our team thrives on solving complex, real-world financial challenges through agile development and creative problem-solving. We offer a fully remote work environment, primarily in Serbia, along with comprehensive benefits including private medical insurance, generous vacation time, and opportunities for professional certifications. PBI is a rapidly growing company with a global reach, offering a rewarding career path for talented individuals who want to make a real impact in the financial technology space. Our commitment to our employees, paired with our industry-leading solutions, provides a unique and compelling work environment. With significant backing and a strong market position, Portfolio BI presents a unique opportunity to join a dynamic and impactful organization at the forefront of FinTech innovation. We offer a vibrant, international work environment where your contributions will directly influence the evolution of hedge fund technology.

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📍 Serbia

🧭 Full-Time

🔍 Data solutions and services for investment management

  • Experience monitoring and supporting complex environments, in client-facing roles and by following SLAs.
  • Experience in a 1st and 2nd line role supporting cloud and on-prem environments, Windows-based servers, desktops, Azure, Office 365, Active Directory environment and applications.
  • Experience with Microsoft 365: SharePoint, Teams admin, Exchange, Defender 365.
  • Basic understanding of IP networking such as addressing, TCP/IP, subnets, VLANs, and routing.
  • Basic support of switches, routers, WAN, firewalls and proxies.
  • Experience working with support ticketing systems, documenting issues and resolutions.
  • A customer focus, with excellent customer service and communications skills.
  • Provide engineering support across our UK and US clients.
  • Manage support tickets within SLAs, escalating internally or with third parties, and daily reporting.
  • Monitor cloud and on-prem infrastructure for our hedge fund and financial clients.
  • Strive to improve day-to-day operations to reduce support to zero.
  • Operate client environments as well as our infrastructure.
  • Develop and implement automation tools.

Cloud ComputingMicrosoft Active DirectoryMicrosoft AzureMicrosoft ExchangeSharePointTroubleshootingTechnical supportScripting

Posted 14 days ago
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📍 Serbia

🧭 Full-Time

🔍 Fintech

  • An in-built desire and ability to analyze and design solutions for challenging problems.
  • Demonstrable ability to understand C# code and write SQL queries.
  • Experience in SQL performance monitoring, ETL design, and troubleshooting.
  • Proficiency in communicating in English.
  • Ability to multi-task and prioritize in a multi-customer financial environment.
  • Effective client communication through email and occasionally via phone.
  • Understanding of financial instruments and capital markets, particularly buy-side order management and trade execution.
  • Understanding of n-Tier application architecture concepts.
  • General understanding of IT security concepts related to production environments.
  • Bachelor's degree in computer science or related field.
  • Utilize company training resources to develop the necessary financial domain knowledge and technology understanding to assist customers.
  • Develop new integrations between platforms and third-party applications.
  • Create reports and custom web grids/Windows form grids to meet customer requirements.
  • Re-create, analyze, troubleshoot, and diagnose customer questions and issues.
  • Assist development and business owners with root cause analysis and solution development for recurring issues.
  • Conduct performance analysis and improvement for application database processes.
  • Maintain customer contact on open issues, being responsive to follow-ups.
  • Perform routine audits of systems for preventative maintenance and report on their status.
  • Multi-task and prioritize open issues.

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Posted about 1 month ago
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