Client

Our client is a leading global wealth and asset management organization focused on delivering innovative investment solutions and providing access to a broad international ecosystem of opportunities. The project centers on the development and expansion of a centralized, scalable data platform that supports strategic reporting and analytics across the business.

Project overview

The project involves the development and expansion of a centralized, scalable data ecosystem. Having successfully ingested the initial data source, the team is now moving into a high-growth phase to integrate multiple high-value financial and operational data streams. The goal is to provide C-level executives and advisors with a unified, reliable reporting layer for strategic decision-making.

Position overview

We are looking for a Senior Data/Analytics Engineer to work at the intersection of data engineering and business intelligence. In this role, you will own dbt models in Snowflake from design through deployment and build Tableau reporting solutions on top of them. You will have a direct impact on how portfolio, client, and financial data is modeled, governed, and presented across the organization.
This position requires availability aligned with the EST time zone or at least a four-hour overlap with EST working hours.

Responsibilities

Design, develop, and maintain dbt Core projects, including staging, intermediate, and mart layers
Build incremental models, snapshots, macros, reusable Jinja components, and testing frameworks
Ensure data quality through testing, documentation, lineage management, and version controlled development practices
Design dimensional data models and reporting structures for portfolio, client, and financial analytics
Develop and maintain data ingestion pipelines into Snowflake, including API based integrations
Orchestrate and monitor data workflows using Prefect
Integrate and standardize data from third party platforms such as Addepar, NetSuite, Salesforce, Morningstar, and UKG through Workato
Create and maintain Tableau dashboards, published data sources, and reporting assets
Optimize Snowflake performance and cost efficiency through query tuning, warehouse management, and data architecture improvements
Collaborate with business stakeholders to translate reporting and analytics requirements into scalable data solutions

Requirements

5+ years of experience in Data Engineering or Analytics Engineering
Hands on experience with dbt Core in production environments
Experience designing data models, incremental strategies, snapshots, macros, Jinja templates, tests, and documentation in dbt
Strong experience with Snowflake, including performance optimization and cost management
Advanced SQL skills
Strong understanding of dimensional modeling and star schema design
Hands on experience building Tableau dashboards and data sources
Experience with calculated fields, Level of Detail expressions, extracts, live connections, and dashboard performance optimization
Experience with ETL and ELT architectures and API based data ingestion
Experience with workflow orchestration tools such as Prefect or Apache Airflow
Understanding of financial services, wealth management, investment management, or portfolio data structures

Nice to have

dbt Analytics Engineering Certification
Experience within wealth management or investment management environments
Experience with Workato or comparable integration platforms
Experience working with Addepar, Morningstar, or Bloomberg data
Python development experience for data engineering workflows
Experience implementing CI/CD practices for dbt projects using GitHub Actions or similar tools
Knowledge of regulatory and privacy requirements related to financial data management and reporting

What We Offer:

Vacation days: Up to 26 business days per year.
10 illness/special days off per year (fully paid, no medical papers needed) for all contract types
Health and life insurance (Luxmed)
MyBenefit platform with Multisport option
Internal psychological support service
English language classes from the first working day
Access to external learning platforms: O’Reilly, LinkedIn Learning, Udemy, and a wide catalog of diverse internal training
Flexible workplace: work from the office, from home, or choose a hybrid option
Tech Skills Mentoring Program
Opportunities to develop as a public speaker, mentor, or technical interviewer
Certification reimbursement (AWS, GCP, Microsoft, etc.)

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