Portfolio BI

Portfolio BI (PBI) empowers the most sophisticated buy-side firms to take control of their portfolio and operational data. Born from the merger of Hentsu, LUX FTS and NorthPoint, and backed by Credit Suisse Asset Management's NEXT Investors, our customers benefit from our integrated platforms, local technological expertise, and seasoned financial experts. The future of hedge fund technology, delivered now and on-demand.

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📍 Serbia

🧭 Full-Time

🔍 Data solutions and services to the investment management community

  • An in-built desire and ability to analyze and design solutions for challenging problems.
  • A 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 while remaining focused in a multi-customer financial environment.
  • Effective client communication through email and phone.
  • An understanding of financial instruments and capital markets, particularly regarding buy-side order management, trade execution, third-party reporting, and position management.
  • Understanding of n-Tier application architecture concepts.
  • General understanding of various IT security concepts related to production environments.
  • Bachelor's degree in computer science or related field.

  • Utilize company training resources to develop financial domain knowledge, application 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 as per customer requirements.
  • Analyze, troubleshoot, and diagnose customer questions and issues.
  • Assist development and business owners with root cause analysis and solutions for recurring issues.
  • Perform performance analysis and improvement for application database processes.
  • Maintain customer contact on open issues and respond to customer follow-ups.
  • Conduct routine audits of systems for preventative maintenance and report on their status.
  • Multi-task and prioritize open issues.

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Posted 2024-11-15
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