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

🔍 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.

SQLData AnalysisETLC#RDBMSTroubleshooting

Posted about 4 hours ago
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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.

SQLETLC#CollaborationCoaching

Posted 2 months ago
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