Data engineer in wealth management

Galilei Investment Office is an ambitious, dynamic, and innovative FCA regulated, and SEC registered (RIA) wealth management firm headquartered in London. The firm offers investment and portfolio management services to a small number of ultra-high net worth clients. Our core values and philosophy stand on three pillars:
Investing with integrity and conviction Outstanding client service Passion and commitment. We are expanding the team and are looking for an individual who shares our values and ambitions.

• Design and deliver technology solutions and continuous improvements across data driven investment and operational processes.
• Develop solutions to democratise data access to the Investment and Operations Team.
• Support the Investment Team with data analysis and visualisation for portfolio management and risk functions as needed.
• Develop financial models for market analysis using data from Bloomberg and other sources, such as web scraping and private datasets.
• Maintain and expand data extraction and processing from Galilei’s portfolio management system (Expersoft).
• Develop data cleaning solutions for external reports to enhance compatibility with internal processes.
• Develop automated solutions to identify and flag data discrepancies in portfolio management software.
• Ad-hoc client and investment report preparation, including performance reconciliation.
• Coordinate with the IT service provider to host all software solutions in Galilei's Azure environment, ensuring service reliability, regulatory compliance, and data security.
• Lead the design and development of software solutions to automate internal processes to streamline workflows on both operational and investment portions of the business.
• Document all processes and code implementations clearly and comprehensively for non-technical readers.
• Continue the development and maintenance of the data extraction pipeline from the Portfolio Management System (Expersoft).
• Maintain and enhance existing systems, with a focus on an internal database and API to enable democratised data querying.
• Ensure integrity of data inflow into Galilei’s portfolio management system by liaising with back-office team.
• Provide operational oversight and collaborate with the back-office team to ensure data accuracy in the PMS (Expersoft).
• Classification and mapping of securities to ensure positional alignment across accounts (Expersoft).
• Utilise the portfolio management and reporting system to its full capacity: create, implement, and enhance processes.
• Client reporting: prepare periodic and ad-hoc valuation and performance reports.
• Utilise new software (e.g. LLMs) and techniques to improve team productivity, e.g. automating creation of client presentations and investment research reports.
• Enhance and maintain system for tracking market sentiment and positioning.

• Experience with programming and data analysis skills, including Python, SQL, Git, and Rest API design/implementation.
• Experience with using LLMs for coding while understanding its pitfalls and how to address them.
• Proficiency in Excel and PowerPoint.
• Bachelor’s degree, preferably in Finance, Mathematics, Statistics, Information Systems, Computer Science, Data Science, or related subjects.
• Must be legally authorized to work in the United Kingdom.
• Experience building databases using structured and unstructured data, including building tools to capture data.
• 1-5 years of experience in data engineering.
• Must be located in commutable distance to London, England, United Kingdom, with the expectation to work from the office at least 4 days a week.
• Excellent analytical and problem-solving skills.
• Ability to develop creative solutions to problems constrained by financial regulation or restricted technological…