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 Hentsu our customers benefit from our integrated platforms, local technological expertise, and seasoned financial experts.
We don't just help you access, organize, and analyze your data; we help you act on it.
With the most configurable solutions on the market, our platforms can be specifically tailored to your unique business needs.
150 top tier hedge funds, asset managers, family offices, funds of funds, and institutional investors have trusted PBI's technology for over 25 years.
Follow Us:
www.twitter.com/portfoliobi

Portfolio BI

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software-engineer

Portfolio BI is a company specializing in data solutions and services tailored for alternative asset managers, including hedge funds, private credit, and institutional asset managers. Their range of solutions includes their PBI Axiom for investment book of records, PBI Vector for enterprise data management, and PBI Stratus for managed security services. Portfolio BI aims to optimize business management operations through automation and efficiency, providing their clients with scalability, flexibility, and enhanced productivity. With a strong focus on long-term partnerships, Portfolio BI is recognized for their comprehensive order management functionality and subject matter expertise in the financial sector.

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 Hentsu our customers benefit from our integrated platforms, local technological expertise, and seasoned financial experts. We don't just help you access, organize, and analyze your data; we help you act on it. With the most configurable solutions on the market, our platforms can be specifically tailored to your unique business needs. 150 top tier hedge funds, asset managers, family offices, funds of funds, and institutional investors have trusted PBI's technology for over 25 years.

Follow Us:
www.twitter.com/portfoliobi

• Assist in designing, developing, and maintaining application features
• Write clean, readable, and maintainable code
• Participate in code reviews and team discussions
• Collaborate with cross-functional teams to understand requirements
• Develop and maintain automated test scripts for web and/or mobile applications
• Execute automated and manual tests as needed
• Identify, log, and track bugs using issue tracking tools
• Validate fixes and ensure regression coverage
• Support CI/CD pipelines with automated test execution


Developer, Automation Intern

Developer & Automation Intern focusing on software development and test automation for an international data solutions provider. Collaborating with teams to enhance software quality and delivery practices.

full-stack-engineer

- Participate in the rapid research and development of early life cycle initiatives such as proof of concept and minimum viable products, focused on areas such as artificial intelligence and machine learning
- Work within an agile team, following a broad set of practices and processes, such as using Atlassian JIRA and Confluence tools for daily collaboration, and working with source control repositories and DevOps tooling
- Learn about the data and knowledge structures commonly used within the financial industry and investment management domains
- Apply your computer science background to design and implement relevant algorithms and workflows leveraging LLMs, embedding models, and other modern AI tooling


AI Software Developer Intern

Intern assisting in AI software development for investment management solutions. Involvement in product life cycle and hands-on experience with modern AI techniques.

consultant

• Design, develop, and optimize complex stored procedures, functions, and queries
• Debug and troubleshoot complex SQL code to ensure performance and accuracy
• Maintain and improve reliability of the existing SQL codebase
• Enhance, debug, and refactor existing SSRS reports
• Transition or rewrite reports to new data structures and formats
• Ensure data consistency and accuracy across multiple reporting environments
• Design and implement new applications and services using C#, VB.NET, and WCF
• Maintain and improve existing .NET components and services
• Collaborate on developing new systems that integrate with SQL Server data sources
• Work with SSIS packages for data migration, transformation, and loading (ETL)
• Collaborate with cross-functional teams to ensure seamless data flow across systems
• Use TFS/TFS DevOps for version control, continuous integration, and task management
• Participate in daily peer code reviews and maintain high coding standards
• Monitor alerts and system health to ensure high availability and reliability
• Respond to and resolve daily deliverables and ad hoc requests efficiently

Senior Consultant – Structured Products Development

Senior Software Developer enhancing SQL, SSRS, and .NET components for alternative asset managers' data challenges. Maintaining systems and collaborating in a hybrid environment.

business-analyst

- Serve as the primary point of contact for clients, understanding their needs and providing tailored solutions
- Collaborate with stakeholders to gather and document business requirements and understand their needs and objectives
- Translate business needs into detailed functional specifications for the development team
- Ensure all requirements are clearly communicated and understood by all parties involved
- Work closely with software development teams
- Monitor and report on the effectiveness and efficiency of implemented solutions
- Communicate effectively with cross-functional teams to ensure alignment and successful project delivery
- Conduct user acceptance testing (UAT) to ensure the software meets business needs and quality standards
- Collect, analyze, and interpret financial and operational data to support decision-making processes
- Provide training and support to end-users on new software features and functionalities

Business Analyst – Subject Matter Expert

Business Analyst specializing in SaaS solutions for Alternative Asset Management at Portfolio BI. Focusing on enhancing software solutions for data workflow, analytics, trading, and portfolio management.

security-operations

• Planning, implementing, managing, monitoring, and upgrading security measures for the protection of the organization's data, systems, and networks, as a part of the Security Operations Center
• Responding to and troubleshooting security and network security issues
• Identifying threats and vulnerabilities to cloud systems and performing threat simulations
• Monitoring and detecting malicious activity, responding to security incidents and alerts, and alerts in the cloud environment
• Ensuring that the organization's data and infrastructure are protected by enabling the appropriate security controls
• Participating in the change management process
• Implementing Identity and Access Management and configuring cloud environments securely
• Keeping cloud infrastructure current, providing security recommendations, identifying security gaps, and continually improving cloud security technologies and systems
• Helping deliver our services effectively, efficiently, and reliably on a global scale
• Working with internal and external Information security and Cybersecurity teams, business customers, and systems owners to enhance cloud security capabilities and help develop custom solutions to security gaps in visibility and capability
• Developing and maintaining Security policies
• Participation in completing and maintaining vendor risk assessment questionnaires (DDQs)

SOC Analyst/Engineer

Cybersecurity Engineer at Portfolio BI protecting cloud systems and maintaining security. Collaborating with global teams on security measures and incident response in a hybrid work environment.

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 Hentsu our customers benefit from our integrated platforms, local technological expertise, and seasoned financial experts. We don't just help you access, organize, and analyze your data; we help you act on it. With the most configurable solutions on the market, our platforms can be specifically tailored to your unique business needs. 150 top tier hedge funds, asset managers, family offices, funds of funds, and institutional investors have trusted PBI's technology for over 25 years. Follow Us: www.twitter.com/portfoliobi

Portfolio BI

About the company

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5 jobs found

Developer, Automation Intern

Portfolio BI

AI Software Developer Intern

Portfolio BI

Senior Consultant – Structured Products Development

Portfolio BI

Business Analyst – Subject Matter Expert

Portfolio BI

SOC Analyst/Engineer

Portfolio BI