Portfolio BI

Portfolio BI is a provider of front-to-back solutions for order management, portfolio management and operational data.

51-100 employees
Founded 2020
Management Consulting
Private Company

Remote Work Available

This company offers remote work opportunities.

Open Positions2

RemoteIn either of these locations: NYC / Dallas / Los AngelesContractFinancial TechnologyPosted
  • Build full-stack applications across credit, private credit, and structured products platforms
  • Develop quantitative models and analytics for fixed-income and structured product valuation
  • Integrate third-party systems including Geneva, market data vendors, and CRM platforms
  • Participate in the migration of legacy .NET/C# applications to modern architectures
  • Own end-to-end data quality including ingestion, normalization, and validation
  • Build reporting and BI using Tableau and internal web tooling
  • Gather requirements directly from business stakeholders and lead testing
PythonSQLJavascript+6 more
Showing 1 of 2 positions

About Portfolio BI

Portfolio BI empowers over 175 buy-side firms globally to master their data, providing critical insights for managing more than $1 trillion in assets. We build robust front-to-back solutions for portfolio and operational data, enabling hedge funds and asset managers to achieve secure, performance-driven data analytics and compliance. Our integrated platforms and expert advisory services transform complex financial data into actionable intelligence.

How We Work

We embrace a remote-friendly environment, fostering a culture of curiosity and collaboration. You will contribute to solutions while working alongside dedicated teams, often leveraging AI coding assistants in your daily workflow. We value open dialogue and diverse perspectives, ensuring every voice shapes our collective success. Our remote delivery model extends to client implementations, showcasing our operational agility and comfort with distributed teams.

Engineering at Portfolio BI

You will join a team modernizing our analytics and reporting platform, migrating legacy .NET/C# applications and SSRS reports to scalable architectures. This involves crafting responsive TypeScript/React front ends, building Python or .NET services, and deploying solutions in the cloud. We focus on end-to-end data quality, from ingestion and normalization to validation and lineage, integrating complex third-party systems like Geneva and market data vendors. Our engineers are makers at heart, solving challenging data and financial modeling problems.

Why Join Us

  • Shape the future of financial technology, modernizing platforms that manage over $1 trillion in assets.
  • Solve complex data challenges and build full-stack applications critical to financial markets.
  • Work in a remote-friendly environment, collaborating with talented engineers and financial experts.
  • Utilize cutting-edge AI coding assistants to enhance your daily development workflow.
  • Gain deep domain expertise in fixed-income, private credit, and structured products.

Benefits & Perks

  • Competitive compensation packages.
  • Comprehensive medical, dental, and vision plans.
  • Generous paid time off and vacation benefits.
  • Opportunities for professional development and skill building.
  • Retirement savings plans.

Tech Stack

widgetsweb_serverframeworkserver

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