Senior Data Engineer

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.

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.

• 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

• 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

• 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