Description

Responsibilities

• Design, develop, and maintain Power BI reports, dashboards, and semantic models supporting investment and business decision-making.
• Partner with investment, risk, performance, and operational teams to translate complex business requirements into scalable analytical solutions.
• Develop advanced DAX, dimensional models, calculations, hierarchies, and reusable business logic.
• Develop and optimize Snowflake SQL supporting portfolio, position, transaction, security, benchmark, performance, and risk datasets.
• Optimize Power BI solutions for performance, scalability, usability, and maintainability.
• Troubleshoot complex reporting, data, semantic model, refresh, and performance issues.
• Develop testing, reconciliation, monitoring, and data quality controls to ensure reporting accuracy and reliability.
• Support source control, automated deployment, and CI/CD practices for business intelligence solutions.
• Establish and promote Power BI development standards, visualization standards, and reporting best practices.
• Document business logic, data models, technical designs, and operational procedures.

Qualifications

Required

• 7+ years of experience developing enterprise business intelligence or analytical solutions.
• 5+ years of advanced hands-on Power BI experience in production environments.
• Expert-level experience with Power BI semantic modeling, DAX, performance optimization, security, refresh strategies, and Power BI Service.
• Expert-level SQL skills and significant hands-on Snowflake experience supporting analytical workloads.
• Strong experience with dimensional modeling, including fact tables, dimensions, hierarchies, and slowly changing dimensions.
• Direct experience in asset management, investment management, institutional investment, or closely related financial services industry.
• Strong understanding of investment data including portfolios, positions, transactions, securities, benchmarks, exposures, performance, and risk.
• Experience working directly with portfolio managers, analysts, risk professionals, performance teams, or investment operations staff.
• Experience developing reporting solutions using large, complex, and performance-sensitive financial datasets.
• Strong written and verbal communication skills with the ability to translate between technical and investment audiences.

Preferred

• Experience with automated testing, reconciliation, data quality, source control, and CI/CD practices.
• PL-300 Microsoft Power BI Data Analyst Associate Certification.
• CFA, CAIA, or other investment-industry designations

Key Skills

Education

Bachelor's degree