Portfolio BI

• 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 • Develop quantitative models and analytics for fixed-income and structured product valuation, cash flow projections, scenario analysis, and portfolio risk decomposition • 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

• Design, build, and own end-to-end applications that support credit, private credit, structured products, and CLO businesses • Write production code across the stack, model financial cash flows and risk, integrate market data and pricing services, and partner directly with client solutions group, portfolio managers, risk, operations, and investor relations • Contribute to the modernization of the analytics and reporting platform - moving legacy applications to responsive, cloud-aware architecture • Replace ad-hoc spreadsheets with auditable services, and build the data and tooling layer that supports the firm’s various lines of business • Use AI coding assistants as a daily part of your workflow

• 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

Role Description 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 Quantitative Developer to design, build, and own end-to-end applications that support credit, private credit, structured products, and CLO businesses. This is a hands-on engineering role with quant DNA: - Write production code across the stack. - Model financial cash flows and risk. - Integrate market data and pricing services. - Partner directly with client solutions group, portfolio managers, 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: - Move legacy applications to a responsive, cloud-aware architecture. - Replace ad-hoc spreadsheets with auditable services. - Build 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. Qualifications - Bachelor's degree (or higher) from a top-tier university in computer science, mathematics, physics, financial engineering, or another quantitative discipline. - 5+ years of professional software engineering experience, including production ownership of customer-facing or business-critical systems. - 2+ years working in capital markets, ideally at a hedge fund, asset manager, investment bank, or financial technology vendor. - Demonstrated success delivering full-stack applications end-to-end, from requirements through production deployment and support. Requirements - Strong proficiency in at least one of Python, C#/.NET, or TypeScript/JavaScript, and working competence in a second. - Backend: REST APIs, asynchronous services, and microservice patterns; Python or .NET/C# experience strongly preferred. - Frontend: modern JavaScript frameworks (React/Angular), responsive web design, HTML5/CSS, and cross-platform optimization for mobile. - Expert SQL (window functions, query tuning, set-based thinking); experience with NoSQL/document stores. - Comfortable with NumPy/pandas (or equivalent), basic statistics, fixed-income math (duration, convexity, OAS), and cash flow modeling. - Experience with Git (or TFS), CI/CD, DevOps, Confluence, unit and integration testing frameworks. - Experience deploying and operating services on Azure or AWS is a plus. - Tableau dashboard development or SSRS a plus. Benefits - This is a remote, contract role, in either of these locations: NYC / Dallas / Los Angeles. Key Responsibilities - Build full-stack applications across our credit, private credit, and structured products platforms. - Develop quantitative models and analytics for fixed-income and structured product valuation, cash flow projections, scenario analysis, and portfolio risk decomposition. - Integrate third-party systems including Geneva (portfolio accounting), market data vendors, CRM platforms, and administrative platforms. - Participate in the migration of legacy .NET/C# applications and SSRS reports to modern, scalable architectures. - Own data quality end-to-end - ingestion, normalization, validation, and lineage. - Build reporting and BI spanning Tableau dashboards, internal web tooling, investor reporting, and ad-hoc requests. - Translate business needs into engineering - gather requirements directly from PMs, analysts, risk, IR, and operations. - Ship like an engineer - write tests, use source control (GIT/TFS), open clean PRs, manage tickets in DevOps, and deploy through CI/CD. - Use AI coding assistants well - accelerate delivery, reduce boilerplate, and improve code quality. Approximate Time Allocation - 60% development - services, APIs, front-end, quant models, data pipelines. - 20% reporting and analytics development - Tableau, SQL, internal dashboards, investor / DDQ outputs. - 10% requirements gathering and analysis - partnering with the business. - 10% production support, code review, and mentoring.

• Define and own global infrastructure strategy and standards. • Ensure platforms meet availability, performance, security, and compliance requirements. • Align infrastructure operations with MSP operating models and repeatable delivery. • Own infrastructure delivery standards for client onboardings and major projects. • Oversee technical due diligence, onboarding execution, migrations, and standardization. • Act as senior escalation point for client-impacting delivery or infrastructure issues. • Serve as senior technical authority for architecture and complex escalations. • Provide leadership across core enterprise infrastructure domains (cloud, hybrid, compute, network, security). • Lead cloud migrations, upgrades, new site deployments, and global expansions. • Enforce change control and deployment standards. • Drive automation and scripting to improve consistency and outcomes. • Maintain and improve CI/CD pipelines supporting infrastructure delivery. • Oversee global infrastructure operations and reliability. • Lead response to high-severity incidents and outages. • Own disaster recovery and business continuity planning and testing. • Own infrastructure security posture, patching, and IAM governance. • Support cloud governance, monitoring, compliance, and audits. • Ensure effective use of MSP tools including RMM, PSA, ticketing, monitoring, and asset management. • Integrate tooling with incident management, change control, reporting, and SLAs. • Lead and scale a globally distributed infrastructure team. • Embed a culture of client ownership, accountability, and service excellence. • Partner with the CTO and senior leadership on strategy and client delivery priorities. • Own infrastructure budgeting, cost optimization, and vendor management. • Drive standardization to improve efficiency, scalability, and client outcomes.r system performance, availability, and capacity using cloud-native and third-party tools

• Design, develop, and optimize complex stored procedures, functions, and queries • Debug and troubleshoot complex SQL code to ensure performance and accuracy • Maintain and improve reliability of the existing SQL codebase • Enhance, debug, and refactor existing SSRS reports • Transition or rewrite reports to new data structures and formats • Ensure data consistency and accuracy across multiple reporting environments • Design and implement new applications and services using C#, VB.NET, and WCF • Maintain and improve existing .NET components and services • Collaborate on developing new systems that integrate with SQL Server data sources • Work with SSIS packages for data migration, transformation, and loading (ETL) • Collaborate with cross-functional teams to ensure seamless data flow across systems • Use TFS/TFS DevOps for version control, continuous integration, and task management • Participate in daily peer code reviews and maintain high coding standards • Monitor alerts and system health to ensure high availability and reliability • Respond to and resolve daily deliverables and ad hoc requests efficiently