Jobs Companies Portfolio BI Full-Stack Developer - Capital Markets - NYC / Dallas / Los Angeles

About this Full-Stack Developer - Capital Markets - NYC / Dallas / Los Angeles role at Portfolio BI

Portfolio BI · United States

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 Developer to design, build, and support applications and services that power credit, private credit, structured products, and CLO businesses. You will work across the stack from database and API up through modern, responsive front-end interfaces and partner directly with the clients solutions group, portfolio managers, analysts, 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 - moving legacy applications to a responsive, cloud-aware architecture, replacing ad-hoc spreadsheets with auditable services, and building 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.

Requirements

Education

  • Bachelor's degree from a top-tier university in computer science, mathematics, physics, or another quantitative or hard-science discipline.

Experience

  • 5+ years of professional software engineering experience, including production ownership of business-critical web applications
  • Experience at a technology firm; capital markets, hedge fund, asset manager, investment bank, or financial technology vendor strongly preferred
  • Demonstrated success delivering full-stack applications end-to-end, from requirements through production deployment and ongoing support

Technical Skills — Core

  • Backend: extensive experience with Python or .NET and C#; comfort with REST APIs, asynchronous services, and integration patterns.
  • Frontend: JavaScript/TypeScript, HTML5, CSS, and modern frameworks (React/ /JQuery). Strong proficiency with responsive web design.
  • Data: strong SQL skills (window functions, query tuning, set-based thinking); experience with relational databases; exposure to NoSQL/document stores a plus.
  • Source control & tooling: Git (or TFS), CI/CD, TFSDevOps , Confluence, unit and integration testing.
  • Cloud: experience deploying and operating services on Azure or AWS is a plus.
  • Reporting / BI: Tableau dashboard development; SSRS experience a plus.

Domain Knowledge — Required or Strongly Preferred

  • Familiarity with fixed-income securities, bank loans, and credit instruments

General Skills

  • Strong analytical and practical problem-solving skills; you reason from first principles and verify assumptions
  • Excellent written and verbal communication; able to explain technical work to PMs and senior executives
  • Self-starter with strong work ethic; comfortable juggling multiple workstreams under deadline pressure
  • Detail-oriented, with high standards for code quality, data accuracy, and operational discipline
  • Team player who collaborates well across technical and non-technical groups

Key Responsibilities:

  • 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

Benefits

  • This is a remote, contract role, in either of these locations: NYC / Dallas / Los Angeles
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About Portfolio BI

Portfolio BI(PBI) empowers the most sophisticated buy-side firms to take control of their portfolio and operational data. Born from the merger of LUX FTS and NorthPoint, and backed by Credit Suisse Asset Management's NEXT Investors, our clients benefit from integrated platforms, local technological expertise, and seasoned financial experts.

We are an asset management technologist, and we provide a fully managed cloud platform for hedge funds, with on-demand trading, research and corporate technology, as well as connectivity to market data providers, brokers, and exchanges. Our vision is to drive agile transformation across financial services through public cloud technologies, SaaS and data science.

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