SunStrong Management, LLC

Job Summary The Data Engineer – Asset Management Analytics supports internal Asset Management and Asset Accounting customers by delivering AI-driven analytics products that support asset onboarding and improve portfolio health, asset performance, operational decision-making, and accounting readiness. This role partners with Asset Management, Asset Accounting, Finance/Investor Reporting, Risk, and Operations to translate business requirements into reliable data sets, repeatable calculations, and automation across both operational and financial reporting workflows. A core emphasis of the position is (1) asset onboarding—organizing and normalizing incoming data tapes and documents into internal systems and models with strong quality controls; (2) investor reporting—developing queries and logic for complex investor reports and waterfall calculations, then streamlining and automating those workflows using modern technology, including LLM-enabled document intelligence where appropriate; and (3) asset accounting support—enabling subledger accounting, reconciliations, and integrations into supported general ledger systems.Responsibilities - Support asset onboarding end-to-end: understand and parse data tapes to define/refine portfolio composition, map fields to internal models, and reconcile inconsistencies across sources. - Gather, organize, inventory, and load source documents and data into destination internal systems with clear traceability and audit-ready documentation. - Normalize incoming data (units, naming conventions, identifiers, hierarchies, dates) to work with internal models; identify gaps, exceptions, and remediation needs. - Validate data and documents for quality and completeness using automated checks and reconciliation (schema/constraints, cross-field validation, duplicate detection, tie-outs to source totals) and targeted manual review. - Partner with Finance/Investor Reporting to understand investor report requirements and develop robust SQL/Python queries that produce accurate, repeatable, and auditable data sets for complex recurring reports. - Develop and maintain calculation logic for investor reporting and distribution waterfalls (cash flows, allocations, fees, reserves, performance metrics) with strong controls, testing, and variance analysis. - Partner with Asset Accounting and Finance to define and maintain accounting-ready data sets, event-to-accounting mappings, and controls that support period-end close, reconciliations, and auditability. - Support subledger accounting workflows and integrations into supported GL systems by developing data transformations, interfaces, tie-outs, and exception reporting for journal entries, balances, and account activity. - Automate and streamline onboarding and investor reporting workflows by building parameterized pipelines, standardized datasets, templated outputs, and monitoring/alerts to reduce cycle time and manual effort. - Leverage LLMs to accelerate development and unlock value from large document sets (e.g., extraction, classification, summarization, grounded Q&A/search) to support onboarding and reporting, with appropriate governance and human review. - Deliver stakeholder-ready outputs through Power BI dashboards and operational reporting (progress, completeness, defect rates, variances, and SLA performance). - Collaborate with Data Engineering/IT to improve data quality, lineage, and access controls across Snowflake and PostgreSQL; deploy solutions reliably and securely. Qualifications - Bachelor’s or Master’s degree in Data Science, Statistics, Computer Science, Engineering, Economics, Finance, or a related quantitative field. - 5+ years of experience in data science/analytics in a financial services environment (e.g., asset management, banking, insurance, fintech, credit/loan portfolios, structured finance). - CFA (Chartered Financial Analyst) candidacy/charterholder preferred, or comparable credentials/experience (e.g., FRM, CAIA, MBA with finance focus). - Strong Python and SQL skills, with experience building production-quality data pipelines, validation checks, and repeatable transformations. - Experience working with Snowflake and PostgreSQL, and delivering investor- and stakeholder-ready outputs through Power BI. - Experience supporting investor reporting and/or finance analytics, including complex recurring reports and waterfall/distribution calculations (preferred). - Experience supporting asset accounting, subledger accounting, and GL integrations, including reconciliations, journal-entry support, and controls for accounting data pipelines (preferred). - Familiarity with supported GL systems and accounting data structures (e.g., chart of accounts, trial balance, journal entries, subledger-to-GL tie-outs) is strongly preferred. - Experience with asset onboarding, data tape ingestion, and reconciling third-party data and documents into internal systems (preferred). - Hands-on experience applying LLMs to enterprise data and large document corpora (e.g., extraction/classification/summarization and grounded retrieval such as RAG) in a way that is accurate, traceable, and secure. - Strong communication and stakeholder management skills; ability to translate ambiguous requirements into structured deliverables and clear exception reporting. - Familiarity with Git, orchestration/workflow tools (e.g., Airflow), and responsible AI practices (privacy, security, PII handling, model risk) is a plus.

The Licensing & Compliance Manager Position SunStrong Management is searching for a Licensing and Compliance Manager to assist the Compliance and Licensing Team. This position supports the Compliance and Licensing Team to meet SunStrong’s business expansion and growth, contributing to the company’s evolution. The successful candidate will have precise attention to detail, a professional disposition and intrinsic motivation. They will be an energized team member who can work cross-functionally to define and execute on a vision for the business. Licensing & Compliance Manager Responsibilities - Manages SunStrong’s Consumer Finance and Performance of Work license portfolio - Performs due diligence regarding state-level laws, regulatory requirements, and guidelines relevant to Consumer Finance and Performance of Work licenses. - Works directly with relevant state-specific authorities to maintain required state licenses. - Works closely with the business operations department to ensure field team is properly licensed including annual renewals and maintenance. - Implements process improvements to develop best practices for licensing portfolio management and compliance - Manages state level annual reports required to maintain active licenses. - Assists Director of Licensing in developing and maintaining Company’s exam management program. - Assists Director of Licensing in developing regular reports on license status, compliance metrics and potential risks to the executive team. - Identify and implement process improvements to enhance efficiency and effectiveness of the licensing function. - Performs any other necessary duties as assigned - May manage individual contributors as assigned. Minimum Requirements - Bachelor’s degree OR minimum of 4 years of Licensing experience (must have Consumer Finance or Electrical/Home Improvement Contractor licensing experience) - Experience using Salesforce, Adobe, Docusign - 4+ years of progressive experience in licensing, compliance and related functions within a large corporation or law firm - Experience using the Nationwide Multi-state licensing system (NMLS) required. - Familiarity with laws and rules governing state-level licenses, permits, and registrations - Notary public (must obtain if not held already) Additional Knowledge, Skills and Abilities - Strong collaboration skill, and written and verbal communication - Strong research and analytical capabilities, paired with a continuous improvement mindset to proactively identify and implement operational efficiencies. - Exceptional attention to detail and organizational skills, with a demonstrated ability to manage complex, multi-track workflows, prioritize effectively, and meet regulatory deadlines - Demonstrated initiative and ability to work independently while balancing multiple priorities in a fast-paced, high-growth environment. - Ability to work as a team member and interact with other departments - Technically proficient and comfortable learning new tools and systems to improve legal and compliance operations