Senior Power BI & Snowflake Engineer — Investment Data

Location:

Remote (U.S.) — Central time hours

Type:
Contract — up to $85/hr

Duration:
Immediate start — initial 6-month term, with extensions anticipated

Our client, a large institutional investment organization, is seeking a senior Power BI engineer to design, build and support the analytics its investment, risk, performance and operations teams rely on. The work is enterprise Power BI — semantic models, advanced DAX and production reporting — on top of Snowflake, with large financial datasets.

If you’ve spent years building Power BI for portfolio managers and know your way around positions, holdings, benchmarks and performance data, this is that role. If your Power BI work has been outside investment management, it probably isn’t.

Investment management experience is a must. Direct experience at an asset manager, pension fund, endowment or other institutional investor is required, not preferred. The client reviews résumés for it first.

This role requires the ability to work in the United States without sponsorship, now or in the future.

• Design, develop and maintain Power BI reports, dashboards and semantic models that support investment and business decisions
• Partner with investment, risk, performance and operations teams to turn complex requirements into scalable analytical solutions
• Build advanced DAX, dimensional models, calculations, hierarchies and reusable business logic
• Write and optimize Snowflake SQL across portfolio, position, transaction, security, benchmark, performance and risk datasets
• Tune Power BI solutions for performance, scalability, usability and maintainability
• Troubleshoot complex reporting, data, semantic-model, refresh and performance issues
• Build testing, reconciliation, monitoring and data-quality controls that keep reporting accurate
• Support source control, automated deployment and CI/CD for BI solutions
• Set and promote Power BI development, visualization and reporting standards
• Document business logic, data models, technical designs and operating procedures

• 7+ years developing enterprise business intelligence or analytical solutions
• 5+ years of advanced, hands‑on Power BI in production environments
• Expert‑level Power BI semantic modeling, DAX, performance optimization, security, refresh strategies and Power BI Service
• Expert‑level SQL and significant hands‑on Snowflake experience on analytical workloads
• Direct experience in asset management, investment management, institutional investment or closely related financial services
• Strong understanding of investment data: portfolios, positions, transactions, securities, benchmarks, exposures, performance and risk
• Experience working directly with portfolio managers, analysts, risk, performance or investment operations staff
• Clear written and verbal communication across technical and investment audiences

• Automated testing, reconciliation, data quality, source control and CI/CD practices
• PL‑300 Microsoft Power BI Data Analyst Associate certification
• CFA, CAIA or another investment‑industry designation

2–3 interviews. A standard background check applies, and additional financial‑services checks may be required.

health insurance and a 401(k).

All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Rate of pay within the stated range will depend on the qualifications of the applicant.