Job Description Job Summary Neutrino Advisory is looking for a Senior Analytics Engineer to help build modern, scalable, and trusted data foundations that enable organizations to make better business decisions. In this role, you will design, build, and maintain transformation and semantic layers that convert raw data from enterprise platforms into governed, well-tested, documented, and business-ready datasets and metrics. You will play a key role in enabling both centralized and self-service analytics, ensuring that analysts, business stakeholders, and AI-enabled tools can access and generate trustworthy insights from enterprise data. The ideal candidate brings strong software engineering discipline to analytics development, including version control, automated testing, code reviews, and continuous integration and deployment. You will work closely with business stakeholders, data engineers, BI developers, and technology teams to establish best practices and deliver high-quality data products. This is a hands-on senior-level role with opportunities to influence architecture, establish engineering standards, mentor team members, and contribute to Neutrino's growing Data & Analytics practice. Key Responsibilities • Design, develop, and maintain dbt models on Microsoft Fabric, transforming raw source data into clean, well-documented staging, intermediate, and mart layers using consistent modeling standards and naming conventions. • Design and co-own Power BI semantic models, including certified datasets, shared measures, and row-level security, ensuring consistent metric definitions across reports, dashboards, and self-service analytics. • Establish and implement data quality standards through dbt tests, source freshness checks, data contracts, monitoring, and alerting mechanisms. • Implement software engineering best practices for analytics development, including Git-based workflows, pull request reviews, automated CI/CD for dbt and Fabric deployments, and environment management across development, testing, and production. • Collaborate with business stakeholders, finance, operations, and technology teams to translate business requirements into reliable data models, metrics, and analytical solutions. • Establish clear documentation for data models, metrics, business definitions, and data lineage to enable analysts, business users, and AI-powered tools to discover and confidently use enterprise data. • Develop and maintain a catalog of certified datasets, business metrics, and data ownership. • Optimize data transformation pipelines and semantic models for performance, scalability, and cost through incremental loading, partitioning, and efficient query design. • Apply appropriate data access controls, privacy protections, security standards, and auditability requirements in collaboration with information security and compliance teams. • Review technical deliverables, mentor junior analysts and engineers, and promote best practices in analytics engineering and data modeling. • Contribute to the development of reusable templates, technical standards, frameworks, and onboarding documentation. • Evaluate emerging tools, technologies, and architectural approaches to continuously improve the data and analytics ecosystem. • Troubleshoot complex data and pipeline issues, conduct root cause analysis, and communicate resolutions and business impact effectively to technical and non-technical stakeholders. Required Knowledge, Skills & Qualifications • Bachelor's degree in Computer Science, Engineering, Data Science, Statistics, Information Systems, or a related field, or equivalent practical experience. • 6+ years of experience in Analytics Engineering, Data Engineering, or Business Intelligence development, with demonstrated experience delivering production-grade data models. • Advanced SQL skills, including query optimization, dimensional modeling, fact and dimension tables, and slowly changing dimensions (SCD). • Hands-on experience with dbt in production environments, including modular model development, testing, documentation, macros, incremental models, and deployment practices. • Experience with Microsoft Fabric, including Lakehouse, Warehouse, OneLake, Data Factory, and data pipelines, or comparable cloud data platforms such as Snowflake, Databricks, or BigQuery. • Strong Power BI experience, including semantic model design, DAX, row-level security, and governance of shared datasets. • Familiarity with AI-enabled analytics tools and the data architecture, governed metrics, metadata, and documentation required to support reliable AI-driven insights. • Working knowledge of Git, pull request workflows, and CI/CD pipelines using tools such as Azure DevOps or GitHub Actions. • Proficiency in Python for scripting, automation, and data validation. • Experience implementing data quality, testing, monitoring, and observability practices. • Ability to translate complex or ambiguous business requirements into clear technical designs and communicate architectural decisions and trade-offs effectively. • Strong written and verbal communication skills, with the ability to collaborate across technical and business teams. • Understanding of data privacy, security, governance, and compliance principles. Preferred Qualifications • Experience in financial services, wealth management, banking, healthcare, or other regulated industries. • Familiarity with CRM, portfolio accounting, financial reporting, or custodial data. • Experience building enterprise-scale analytics platforms using Microsoft Azure and Microsoft Fabric. • Exposure to modern data architecture patterns, including medallion architecture, data lakes, lakehouses, and enterprise data warehouses. • Experience working with AI-powered analytics, natural language querying, and enterprise data governance for AI adoption. What We Offer • Opportunity to work on modern data engineering and analytics transformation initiatives. • Exposure to enterprise-scale implementations across Microsoft Fabric, Power BI, Azure, and modern data platforms. • Opportunity to work with emerging AI technologies and help shape the future of enterprise analytics. • A collaborative, technology-driven environment with opportunities for continuous learning and professional growth. • The opportunity to take ownership, influence technical direction, and contribute to building Neutrino's Data & Analytics practice. About Neutrino Advisory Neutrino Advisory is a Digital Strategy, Advisory & Marketing Technology firm helping organizations navigate digital transformation through data, cloud, CRM, enterprise platforms, and applied AI. We combine business strategy with technology expertise to build scalable solutions that deliver measurable business outcomes. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
11/14/2026
Full time
Job Description Job Summary Neutrino Advisory is looking for a Senior Analytics Engineer to help build modern, scalable, and trusted data foundations that enable organizations to make better business decisions. In this role, you will design, build, and maintain transformation and semantic layers that convert raw data from enterprise platforms into governed, well-tested, documented, and business-ready datasets and metrics. You will play a key role in enabling both centralized and self-service analytics, ensuring that analysts, business stakeholders, and AI-enabled tools can access and generate trustworthy insights from enterprise data. The ideal candidate brings strong software engineering discipline to analytics development, including version control, automated testing, code reviews, and continuous integration and deployment. You will work closely with business stakeholders, data engineers, BI developers, and technology teams to establish best practices and deliver high-quality data products. This is a hands-on senior-level role with opportunities to influence architecture, establish engineering standards, mentor team members, and contribute to Neutrino's growing Data & Analytics practice. Key Responsibilities • Design, develop, and maintain dbt models on Microsoft Fabric, transforming raw source data into clean, well-documented staging, intermediate, and mart layers using consistent modeling standards and naming conventions. • Design and co-own Power BI semantic models, including certified datasets, shared measures, and row-level security, ensuring consistent metric definitions across reports, dashboards, and self-service analytics. • Establish and implement data quality standards through dbt tests, source freshness checks, data contracts, monitoring, and alerting mechanisms. • Implement software engineering best practices for analytics development, including Git-based workflows, pull request reviews, automated CI/CD for dbt and Fabric deployments, and environment management across development, testing, and production. • Collaborate with business stakeholders, finance, operations, and technology teams to translate business requirements into reliable data models, metrics, and analytical solutions. • Establish clear documentation for data models, metrics, business definitions, and data lineage to enable analysts, business users, and AI-powered tools to discover and confidently use enterprise data. • Develop and maintain a catalog of certified datasets, business metrics, and data ownership. • Optimize data transformation pipelines and semantic models for performance, scalability, and cost through incremental loading, partitioning, and efficient query design. • Apply appropriate data access controls, privacy protections, security standards, and auditability requirements in collaboration with information security and compliance teams. • Review technical deliverables, mentor junior analysts and engineers, and promote best practices in analytics engineering and data modeling. • Contribute to the development of reusable templates, technical standards, frameworks, and onboarding documentation. • Evaluate emerging tools, technologies, and architectural approaches to continuously improve the data and analytics ecosystem. • Troubleshoot complex data and pipeline issues, conduct root cause analysis, and communicate resolutions and business impact effectively to technical and non-technical stakeholders. Required Knowledge, Skills & Qualifications • Bachelor's degree in Computer Science, Engineering, Data Science, Statistics, Information Systems, or a related field, or equivalent practical experience. • 6+ years of experience in Analytics Engineering, Data Engineering, or Business Intelligence development, with demonstrated experience delivering production-grade data models. • Advanced SQL skills, including query optimization, dimensional modeling, fact and dimension tables, and slowly changing dimensions (SCD). • Hands-on experience with dbt in production environments, including modular model development, testing, documentation, macros, incremental models, and deployment practices. • Experience with Microsoft Fabric, including Lakehouse, Warehouse, OneLake, Data Factory, and data pipelines, or comparable cloud data platforms such as Snowflake, Databricks, or BigQuery. • Strong Power BI experience, including semantic model design, DAX, row-level security, and governance of shared datasets. • Familiarity with AI-enabled analytics tools and the data architecture, governed metrics, metadata, and documentation required to support reliable AI-driven insights. • Working knowledge of Git, pull request workflows, and CI/CD pipelines using tools such as Azure DevOps or GitHub Actions. • Proficiency in Python for scripting, automation, and data validation. • Experience implementing data quality, testing, monitoring, and observability practices. • Ability to translate complex or ambiguous business requirements into clear technical designs and communicate architectural decisions and trade-offs effectively. • Strong written and verbal communication skills, with the ability to collaborate across technical and business teams. • Understanding of data privacy, security, governance, and compliance principles. Preferred Qualifications • Experience in financial services, wealth management, banking, healthcare, or other regulated industries. • Familiarity with CRM, portfolio accounting, financial reporting, or custodial data. • Experience building enterprise-scale analytics platforms using Microsoft Azure and Microsoft Fabric. • Exposure to modern data architecture patterns, including medallion architecture, data lakes, lakehouses, and enterprise data warehouses. • Experience working with AI-powered analytics, natural language querying, and enterprise data governance for AI adoption. What We Offer • Opportunity to work on modern data engineering and analytics transformation initiatives. • Exposure to enterprise-scale implementations across Microsoft Fabric, Power BI, Azure, and modern data platforms. • Opportunity to work with emerging AI technologies and help shape the future of enterprise analytics. • A collaborative, technology-driven environment with opportunities for continuous learning and professional growth. • The opportunity to take ownership, influence technical direction, and contribute to building Neutrino's Data & Analytics practice. About Neutrino Advisory Neutrino Advisory is a Digital Strategy, Advisory & Marketing Technology firm helping organizations navigate digital transformation through data, cloud, CRM, enterprise platforms, and applied AI. We combine business strategy with technology expertise to build scalable solutions that deliver measurable business outcomes. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Job Description Job Description: Agentic AI Engineer Experience: (8-10) + Years Location: Fort Mill, SC Annual Salary: $120K Per Annum Job Summary We are seeking an experienced Agentic AI Engineer with 10+ years of experience in software engineering, AI/ML, and enterprise application development to design, develop, and deploy intelligent AI agents for wealth management applications. The ideal candidate will have strong expertise in Python, Large Language Models (LLMs), Retrieval-Augmented Generation (RAG), multi-agent architectures, and enterprise AI integration. This role requires hands-on experience building production-grade AI solutions that can reason, plan, use tools, retrieve information, and execute business workflows with appropriate human oversight. Experience in wealth management, financial services, investment management, portfolio analytics, or financial advisory platforms is highly preferred. Key Responsibilities Design, develop, and deploy production-ready Agentic AI solutions for wealth management and financial services applications. Build autonomous and semi-autonomous AI agents capable of planning tasks, reasoning, invoking tools, and executing multi-step workflows. Develop multi-agent systems using frameworks such as LangGraph, LangChain, Semantic Kernel, AutoGen, or equivalent technologies. Design and implement LLM-powered applications using models from OpenAI, Anthropic, Azure OpenAI, AWS Bedrock, or similar platforms. Develop and optimize RAG pipelines, including document ingestion, chunking, embeddings, semantic search, reranking, and context retrieval. Integrate AI agents with enterprise systems, REST APIs, databases, knowledge repositories, and financial data platforms. Implement tool/function calling, structured outputs, workflow orchestration, memory management, and stateful agent execution. Build solutions for wealth management use cases, including portfolio research, advisor assistance, investment document analysis, client servicing, financial insights, and knowledge retrieval. Implement responsible AI practices, including guardrails, prompt-injection protection, access controls, PII protection, auditability, and human-in-the-loop approvals. Evaluate AI solutions for accuracy, groundedness, latency, reliability, cost, and business effectiveness. Deploy, monitor, and maintain AI applications using CI/CD, containerization, cloud services, logging, and observability tools. Collaborate with product managers, architects, data engineers, business analysts, and compliance teams to translate business requirements into scalable AI solutions. Mentor engineers, establish engineering best practices, and provide technical leadership across AI initiatives. Required Technical Skills 1. Programming and Software Engineering Strong hands-on experience with Python and object-oriented programming. Expertise in REST APIs, microservices, asynchronous processing, and enterprise application integration. Proficiency with Git, automated testing, debugging, and software engineering best practices. 2. Agentic AI and LLMs Hands-on experience designing and implementing AI agents and multi-agent workflows. Strong understanding of LLM architecture, prompt engineering, context management, and model selection. Experience with agent orchestration frameworks such as LangGraph, LangChain, Semantic Kernel, or AutoGen. Experience implementing tool calling, function calling, planning, state management, retries, and error handling. Understanding of agent autonomy, workflow determinism, and human-in-the-loop controls. 3. RAG and Knowledge Retrieval Experience building enterprise-grade RAG applications and document intelligence solutions. Knowledge of embedding models, vector search, hybrid search, reranking, and retrieval optimization. Experience with vector databases such as Pinecone, Weaviate, Milvus, Chroma, or FAISS. Familiarity with Elasticsearch/OpenSearch and traditional relational or NoSQL databases. 4. Cloud and AI Deployment Experience deploying AI applications on AWS, Azure, or GCP. Familiarity with services such as AWS Bedrock, Azure OpenAI, or equivalent managed AI platforms. Experience with Docker, Kubernetes, CI/CD pipelines, and production monitoring. Understanding of scalability, performance optimization, model serving, and LLM cost management. 5. AI Quality, Security, and Governance Experience implementing LLM evaluation, hallucination mitigation, grounded responses, and AI guardrails. Knowledge of responsible AI, data privacy, secure API integration, and enterprise access controls. Understanding of observability, tracing, prompt/version management, and production incident troubleshooting. Wealth Management Domain Experience Experience working in wealth management, financial services, investment management, banking, or fintech. Understanding of portfolio management, asset allocation, investment research, financial advisors, and client servicing workflows. Familiarity with financial statements, investment reports, market data, and financial research documents. Ability to develop AI solutions that support advisors and operations teams while maintaining data confidentiality, traceability, and compliance requirements. Experience with regulated financial environments and human approval workflows for sensitive or consequential actions is a strong plus. Preferred Qualifications Bachelor's or Master's degree in Computer Science, Engineering, Artificial Intelligence, or a related field. 10+ years of overall software engineering experience, with substantial hands-on experience in AI/ML, LLM applications, or Generative AI. Demonstrated experience delivering AI solutions from proof of concept through production deployment. Strong analytical, problem-solving, communication, and stakeholder-management skills. Experience leading technical design discussions and mentoring engineering teams. Important: Candidates should demonstrate hands-on implementation of production-grade Agentic AI solutions, not just chatbot development, prompt engineering, or proof-of-concept projects.
11/14/2026
Full time
Job Description Job Description: Agentic AI Engineer Experience: (8-10) + Years Location: Fort Mill, SC Annual Salary: $120K Per Annum Job Summary We are seeking an experienced Agentic AI Engineer with 10+ years of experience in software engineering, AI/ML, and enterprise application development to design, develop, and deploy intelligent AI agents for wealth management applications. The ideal candidate will have strong expertise in Python, Large Language Models (LLMs), Retrieval-Augmented Generation (RAG), multi-agent architectures, and enterprise AI integration. This role requires hands-on experience building production-grade AI solutions that can reason, plan, use tools, retrieve information, and execute business workflows with appropriate human oversight. Experience in wealth management, financial services, investment management, portfolio analytics, or financial advisory platforms is highly preferred. Key Responsibilities Design, develop, and deploy production-ready Agentic AI solutions for wealth management and financial services applications. Build autonomous and semi-autonomous AI agents capable of planning tasks, reasoning, invoking tools, and executing multi-step workflows. Develop multi-agent systems using frameworks such as LangGraph, LangChain, Semantic Kernel, AutoGen, or equivalent technologies. Design and implement LLM-powered applications using models from OpenAI, Anthropic, Azure OpenAI, AWS Bedrock, or similar platforms. Develop and optimize RAG pipelines, including document ingestion, chunking, embeddings, semantic search, reranking, and context retrieval. Integrate AI agents with enterprise systems, REST APIs, databases, knowledge repositories, and financial data platforms. Implement tool/function calling, structured outputs, workflow orchestration, memory management, and stateful agent execution. Build solutions for wealth management use cases, including portfolio research, advisor assistance, investment document analysis, client servicing, financial insights, and knowledge retrieval. Implement responsible AI practices, including guardrails, prompt-injection protection, access controls, PII protection, auditability, and human-in-the-loop approvals. Evaluate AI solutions for accuracy, groundedness, latency, reliability, cost, and business effectiveness. Deploy, monitor, and maintain AI applications using CI/CD, containerization, cloud services, logging, and observability tools. Collaborate with product managers, architects, data engineers, business analysts, and compliance teams to translate business requirements into scalable AI solutions. Mentor engineers, establish engineering best practices, and provide technical leadership across AI initiatives. Required Technical Skills 1. Programming and Software Engineering Strong hands-on experience with Python and object-oriented programming. Expertise in REST APIs, microservices, asynchronous processing, and enterprise application integration. Proficiency with Git, automated testing, debugging, and software engineering best practices. 2. Agentic AI and LLMs Hands-on experience designing and implementing AI agents and multi-agent workflows. Strong understanding of LLM architecture, prompt engineering, context management, and model selection. Experience with agent orchestration frameworks such as LangGraph, LangChain, Semantic Kernel, or AutoGen. Experience implementing tool calling, function calling, planning, state management, retries, and error handling. Understanding of agent autonomy, workflow determinism, and human-in-the-loop controls. 3. RAG and Knowledge Retrieval Experience building enterprise-grade RAG applications and document intelligence solutions. Knowledge of embedding models, vector search, hybrid search, reranking, and retrieval optimization. Experience with vector databases such as Pinecone, Weaviate, Milvus, Chroma, or FAISS. Familiarity with Elasticsearch/OpenSearch and traditional relational or NoSQL databases. 4. Cloud and AI Deployment Experience deploying AI applications on AWS, Azure, or GCP. Familiarity with services such as AWS Bedrock, Azure OpenAI, or equivalent managed AI platforms. Experience with Docker, Kubernetes, CI/CD pipelines, and production monitoring. Understanding of scalability, performance optimization, model serving, and LLM cost management. 5. AI Quality, Security, and Governance Experience implementing LLM evaluation, hallucination mitigation, grounded responses, and AI guardrails. Knowledge of responsible AI, data privacy, secure API integration, and enterprise access controls. Understanding of observability, tracing, prompt/version management, and production incident troubleshooting. Wealth Management Domain Experience Experience working in wealth management, financial services, investment management, banking, or fintech. Understanding of portfolio management, asset allocation, investment research, financial advisors, and client servicing workflows. Familiarity with financial statements, investment reports, market data, and financial research documents. Ability to develop AI solutions that support advisors and operations teams while maintaining data confidentiality, traceability, and compliance requirements. Experience with regulated financial environments and human approval workflows for sensitive or consequential actions is a strong plus. Preferred Qualifications Bachelor's or Master's degree in Computer Science, Engineering, Artificial Intelligence, or a related field. 10+ years of overall software engineering experience, with substantial hands-on experience in AI/ML, LLM applications, or Generative AI. Demonstrated experience delivering AI solutions from proof of concept through production deployment. Strong analytical, problem-solving, communication, and stakeholder-management skills. Experience leading technical design discussions and mentoring engineering teams. Important: Candidates should demonstrate hands-on implementation of production-grade Agentic AI solutions, not just chatbot development, prompt engineering, or proof-of-concept projects.
Job Description Who You'll Work With: We are seeking a Nashville-based Programmer Analyst to join our Private Client Web Reporting Team. The Private Wealth Development team supports the Private Wealth Sales, Institutional Sales, Wealth Management, Marketing, and Operations departments. The Private Wealth Reporting team develops web applications that help our clients stay informed about their investments and support our sales teams in every aspect of their interactions with clients. The team develops and supports several client-facing websites, intranet web applications, reporting, and REST services utilized by mobile applications and other internal systems. What You'll Do: This position will be responsible for analyzing, designing, developing, deploying, and supporting applications to enhance the business and operational processes used by Private Wealth clients, advisors, associates, and operations. The ideal candidate must be able to learn quickly, communicate effectively, multitask, and prioritize work. As a member of the Private Wealth Reporting team, the developer will work with state-of-the-art technologies to create applications that solve complex financial issues for clients and support advisors and their teams in their interactions with clients. This integration of technical and financial skills makes the position both highly challenging and interesting. Strong analytical and problem-solving skills are essential to maintain and improve existing UI architecture while proactively addressing potential issues. Effective verbal and written communication skills are necessary for collaborating with cross-functional teams to gather and translate business requirements into intuitive, high-performance user experiences, ensuring successful project outcomes. What We're Looking For: B.S. in Computer Science or a related field 3+ years of hands-on programming experience with C# .NET or .NET Core, including ASP.NET MVC and REST Services 2+ years of experience with a modern OOP language Comfortable writing and troubleshooting SQL queries and stored procedures Working knowledge of SQL programming (SQL Server preferred) Ability to understand complex business requirements and conceptualize software solutions Ability to communicate and partner with business users and other development teams Provide support during unexpected outages Preferred Qualifications: Svelte Node Material UI Web Services DevOps, Git Report Development (SSRS, Crystal, etc.) About AB We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business, or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! All are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status, or any other basis that is prohibited by applicable law. AB's policies and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria.
11/14/2026
Full time
Job Description Who You'll Work With: We are seeking a Nashville-based Programmer Analyst to join our Private Client Web Reporting Team. The Private Wealth Development team supports the Private Wealth Sales, Institutional Sales, Wealth Management, Marketing, and Operations departments. The Private Wealth Reporting team develops web applications that help our clients stay informed about their investments and support our sales teams in every aspect of their interactions with clients. The team develops and supports several client-facing websites, intranet web applications, reporting, and REST services utilized by mobile applications and other internal systems. What You'll Do: This position will be responsible for analyzing, designing, developing, deploying, and supporting applications to enhance the business and operational processes used by Private Wealth clients, advisors, associates, and operations. The ideal candidate must be able to learn quickly, communicate effectively, multitask, and prioritize work. As a member of the Private Wealth Reporting team, the developer will work with state-of-the-art technologies to create applications that solve complex financial issues for clients and support advisors and their teams in their interactions with clients. This integration of technical and financial skills makes the position both highly challenging and interesting. Strong analytical and problem-solving skills are essential to maintain and improve existing UI architecture while proactively addressing potential issues. Effective verbal and written communication skills are necessary for collaborating with cross-functional teams to gather and translate business requirements into intuitive, high-performance user experiences, ensuring successful project outcomes. What We're Looking For: B.S. in Computer Science or a related field 3+ years of hands-on programming experience with C# .NET or .NET Core, including ASP.NET MVC and REST Services 2+ years of experience with a modern OOP language Comfortable writing and troubleshooting SQL queries and stored procedures Working knowledge of SQL programming (SQL Server preferred) Ability to understand complex business requirements and conceptualize software solutions Ability to communicate and partner with business users and other development teams Provide support during unexpected outages Preferred Qualifications: Svelte Node Material UI Web Services DevOps, Git Report Development (SSRS, Crystal, etc.) About AB We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business, or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! All are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status, or any other basis that is prohibited by applicable law. AB's policies and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria.
This job is with Avaloq, an inclusive employer and a member of myGwork - the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Company Description Founded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research led approach and continual innovation is powered by the passion and creativity of our colleagues. We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the world's leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and flexible work environment empowers our colleagues to reach their full potential. Job Description Avaloq's R&D Lab is building a SaaS, API-first, composable banking platform for wealth managers and private banks. As Senior Business Analyst, US Tax, you will take functional ownership of the US tax capabilities within our multi-country tax engine, translating complex US investment tax requirements into clear specifications, rules and test cases that our engineering teams can implement. Based at our new development centre in Fort Lauderdale, you will work closely with product management and engineering colleagues in Zurich, as well as our first US clients. You will be the team's authority on US investment taxation and the first person our US clients talk to in this client-facing and product-focused role. As a key subject matter expert, you will be helping shape the product roadmap, understanding client requirements and ensuring our platform accurately supports the tax, reporting and operational needs of the US wealth management market. Own the functional scope and roadmap of the US tax engine, acting as the US tax subject matter expert for product, engineering, clients and implementation teams Translate US tax legislation, regulations and IRS guidance into clear functional specifications, decision rules, worked examples and acceptance tests. Track changes in tax law and IRS guidance, assess their impact and keep the specifications current Define the tax treatment of investment portfolios: cost basis and tax lots, lot relief methods, holding periods, wash sales, corporate actions, bond premium and discount, dividend and interest classification Specify withholding and information reporting: backup withholding, withholding on payments to foreign persons, and the data behind Forms 1099-B, 1099-DIV, 1099-INT, 1099-OID and 1042-S Act as a trusted functional contact for US clients, leading workshops across tax and broader wealth-management topics, supporting onboarding and translating client needs into scalable product capabilities Collaborate closely with engineers, solution architects and product teams to validate functionality, maintain specifications and respond to changes in US tax requirements Carry client needs back into the product: separate the general requirement from the single request, and feed the roadmap Qualifications 8+ years of hands-on experience in US investment taxation, ideally within a custodian, broker-dealer, wealth manager, tax-reporting software provider or advisory firm A Master's degree in taxation, accounting, finance or law (MST, MAcc, JD or LL.M.), or a Bachelor's degree combined with a CPA licence Strong knowledge of cost-basis and tax-lot accounting, covered and noncovered securities, wash sales, corporate actions and Form 1099 reporting Proven ability to interpret primary tax sources, including the Internal Revenue Code, Treasury regulations and IRS guidance, and translate them into precise business requirements Experience creating functional specifications and test cases for software and working directly with engineering or technology teams Strong analytical and communication skills, including experience working directly with client tax, operations and technology teams and explaining complex requirements clearly It would be a real bonus if you have: Experience with cross-border taxation and reporting, such as Forms W-8 and 1042-S, FATCA, Qualified Intermediary requirements or PFIC rules Knowledge of specialist investment taxation and tax-aware portfolio management, including fixed income, derivatives, tax-loss harvesting, direct indexing, trusts, estates, retirement accounts or asset location Previous experience in a financial technology or product environment, knowledge of another country's investment taxation, or practical data and technology skills such as SQL, Python or AI tools Additional Information This role includes onboarding with the existing team in Zurich, regular travel to Switzerland and occasional travel to client sites. We realize that managing work life balance is a challenge we all face in our daily lives and in order to support with this we are pleased to offer hybrid and flexible working for most of our Avaloqers to maintain work life balance and still continue our fantastic Avaloq culture in our global offices. In Avaloq we are proud to embrace diversity and understand the success of our business is built on the power of different opinions, we are whole heartedly committed to fostering an equal opportunity environment and inclusive culture where you can be your true authentic self. We hire, compensate and promote regardless of origin, age, gender identity, sexual orientation or any other fantastic traits that make us all unique, we have done our best to write this advert in an inclusive and neutral way. Please be aware that we will not accept speculative CV submissions for any of our roles from recruitment agencies, and any unsolicited candidate submissions will be exempt from any payment expectations.
11/14/2026
Full time
This job is with Avaloq, an inclusive employer and a member of myGwork - the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Company Description Founded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research led approach and continual innovation is powered by the passion and creativity of our colleagues. We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the world's leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and flexible work environment empowers our colleagues to reach their full potential. Job Description Avaloq's R&D Lab is building a SaaS, API-first, composable banking platform for wealth managers and private banks. As Senior Business Analyst, US Tax, you will take functional ownership of the US tax capabilities within our multi-country tax engine, translating complex US investment tax requirements into clear specifications, rules and test cases that our engineering teams can implement. Based at our new development centre in Fort Lauderdale, you will work closely with product management and engineering colleagues in Zurich, as well as our first US clients. You will be the team's authority on US investment taxation and the first person our US clients talk to in this client-facing and product-focused role. As a key subject matter expert, you will be helping shape the product roadmap, understanding client requirements and ensuring our platform accurately supports the tax, reporting and operational needs of the US wealth management market. Own the functional scope and roadmap of the US tax engine, acting as the US tax subject matter expert for product, engineering, clients and implementation teams Translate US tax legislation, regulations and IRS guidance into clear functional specifications, decision rules, worked examples and acceptance tests. Track changes in tax law and IRS guidance, assess their impact and keep the specifications current Define the tax treatment of investment portfolios: cost basis and tax lots, lot relief methods, holding periods, wash sales, corporate actions, bond premium and discount, dividend and interest classification Specify withholding and information reporting: backup withholding, withholding on payments to foreign persons, and the data behind Forms 1099-B, 1099-DIV, 1099-INT, 1099-OID and 1042-S Act as a trusted functional contact for US clients, leading workshops across tax and broader wealth-management topics, supporting onboarding and translating client needs into scalable product capabilities Collaborate closely with engineers, solution architects and product teams to validate functionality, maintain specifications and respond to changes in US tax requirements Carry client needs back into the product: separate the general requirement from the single request, and feed the roadmap Qualifications 8+ years of hands-on experience in US investment taxation, ideally within a custodian, broker-dealer, wealth manager, tax-reporting software provider or advisory firm A Master's degree in taxation, accounting, finance or law (MST, MAcc, JD or LL.M.), or a Bachelor's degree combined with a CPA licence Strong knowledge of cost-basis and tax-lot accounting, covered and noncovered securities, wash sales, corporate actions and Form 1099 reporting Proven ability to interpret primary tax sources, including the Internal Revenue Code, Treasury regulations and IRS guidance, and translate them into precise business requirements Experience creating functional specifications and test cases for software and working directly with engineering or technology teams Strong analytical and communication skills, including experience working directly with client tax, operations and technology teams and explaining complex requirements clearly It would be a real bonus if you have: Experience with cross-border taxation and reporting, such as Forms W-8 and 1042-S, FATCA, Qualified Intermediary requirements or PFIC rules Knowledge of specialist investment taxation and tax-aware portfolio management, including fixed income, derivatives, tax-loss harvesting, direct indexing, trusts, estates, retirement accounts or asset location Previous experience in a financial technology or product environment, knowledge of another country's investment taxation, or practical data and technology skills such as SQL, Python or AI tools Additional Information This role includes onboarding with the existing team in Zurich, regular travel to Switzerland and occasional travel to client sites. We realize that managing work life balance is a challenge we all face in our daily lives and in order to support with this we are pleased to offer hybrid and flexible working for most of our Avaloqers to maintain work life balance and still continue our fantastic Avaloq culture in our global offices. In Avaloq we are proud to embrace diversity and understand the success of our business is built on the power of different opinions, we are whole heartedly committed to fostering an equal opportunity environment and inclusive culture where you can be your true authentic self. We hire, compensate and promote regardless of origin, age, gender identity, sexual orientation or any other fantastic traits that make us all unique, we have done our best to write this advert in an inclusive and neutral way. Please be aware that we will not accept speculative CV submissions for any of our roles from recruitment agencies, and any unsolicited candidate submissions will be exempt from any payment expectations.
This job is with S&P Global, an inclusive employer and a member of myGwork - the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. About the Role: Grade Level (for internal use): 12 About the Role: The Team: The Enterprise Solutions business within S&P Global Market Intelligence provides industry-leading data, software, and services that support investment management, enterprise data management, regulatory compliance, and private markets solutions. The Private Markets product team is responsible for products that support the entire investment lifecycle across Private Equity, Venture Capital, Real Estate, Infrastructure, and Private Credit markets. As part of the flagship iLEVEL product organization, you will work with a highly collaborative team of product leaders, technology professionals, and market experts focused on delivering innovative solutions for investment professionals. The team values customer-centricity, innovation, execution excellence, and continuous learning. Responsibilities and Impact: We are seeking a Lead Product Manager to drive our MCP & AI Agents Platform initiatives. This leader will own the vision, strategy, and execution for both the MCP connector ecosystem, enabling seamless integration of private markets data and content sources, and the AI Analyst capabilities being developed within our flagship iLEVEL platform. As a Lead Product Manager, you'll lead zero-to-one product efforts, building and scaling net new product offerings in a high growth, fast moving environment - leveraging the latest and greatest in agents, agentic workflows, and LLMs to build transformative new products that deliver value to clients. This role will require working closely with engineering, design, product, data science, marketing, go-to-market to drive new AI products to success. This is a highly cross-functional and visible role suited for a hands-on builder who thrives at the intersection of AI, customer-centric product development, and financial technology. Compensation/Benefits Information: S&P Global states that the anticipated base salary range for this position is $101,000 to $175,000. Final base salary for this role will be based on the individual's geographic location, experience level, skill set, training, licenses, and certifications. In addition to base compensation, this role is eligible for an annual incentive plan. This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here . What We're Looking For: Basic Required Qualifications: Experience in FinTech, AI, or other technology-driven environments, with a track record of launching and scaling products. Hands-on AI product builder with experience applying new AI technologies, including LLMs, agents, retrieval systems, and modern AI development tools. Strategic and customer-focused thinker who can develop deep domain expertise, simplify complex problems, and translate insights into impactful product strategies. Strong product operator skilled in agile delivery, product requirements, data-driven decision-making, KPI management, and cross-functional execution. Additional Preferred Qualifications: Exceptional communicator and collaborator who thrives in fast-paced, ambiguous environments and can align Product, Engineering, Design, and Go-to-Market teams around a shared vision. Experience working in a Private Markets product team. Right to Work Requirements: This role is limited to persons with indefinite right to work in the United States. About S&P Global Market Intelligence At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction. For more information, visit . What's In It For You? Our Mission: Advancing Essential Intelligence. Our People: We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit: Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. Recruitment Fraud Alert: If you receive an email from a domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here . - Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: and your request will be forwarded to the appropriate person. US Candidates Only: Know Your Rights: Workplace discrimination is illegal - 20 - Professional (EEO-2 Job Categories-United States of America), PDMGDV202.2 - Middle Professional Tier II (EEO Job Group), SWP Priority - Ratings - (Strategic Workforce Planning)
11/13/2026
Full time
This job is with S&P Global, an inclusive employer and a member of myGwork - the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. About the Role: Grade Level (for internal use): 12 About the Role: The Team: The Enterprise Solutions business within S&P Global Market Intelligence provides industry-leading data, software, and services that support investment management, enterprise data management, regulatory compliance, and private markets solutions. The Private Markets product team is responsible for products that support the entire investment lifecycle across Private Equity, Venture Capital, Real Estate, Infrastructure, and Private Credit markets. As part of the flagship iLEVEL product organization, you will work with a highly collaborative team of product leaders, technology professionals, and market experts focused on delivering innovative solutions for investment professionals. The team values customer-centricity, innovation, execution excellence, and continuous learning. Responsibilities and Impact: We are seeking a Lead Product Manager to drive our MCP & AI Agents Platform initiatives. This leader will own the vision, strategy, and execution for both the MCP connector ecosystem, enabling seamless integration of private markets data and content sources, and the AI Analyst capabilities being developed within our flagship iLEVEL platform. As a Lead Product Manager, you'll lead zero-to-one product efforts, building and scaling net new product offerings in a high growth, fast moving environment - leveraging the latest and greatest in agents, agentic workflows, and LLMs to build transformative new products that deliver value to clients. This role will require working closely with engineering, design, product, data science, marketing, go-to-market to drive new AI products to success. This is a highly cross-functional and visible role suited for a hands-on builder who thrives at the intersection of AI, customer-centric product development, and financial technology. Compensation/Benefits Information: S&P Global states that the anticipated base salary range for this position is $101,000 to $175,000. Final base salary for this role will be based on the individual's geographic location, experience level, skill set, training, licenses, and certifications. In addition to base compensation, this role is eligible for an annual incentive plan. This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here . What We're Looking For: Basic Required Qualifications: Experience in FinTech, AI, or other technology-driven environments, with a track record of launching and scaling products. Hands-on AI product builder with experience applying new AI technologies, including LLMs, agents, retrieval systems, and modern AI development tools. Strategic and customer-focused thinker who can develop deep domain expertise, simplify complex problems, and translate insights into impactful product strategies. Strong product operator skilled in agile delivery, product requirements, data-driven decision-making, KPI management, and cross-functional execution. Additional Preferred Qualifications: Exceptional communicator and collaborator who thrives in fast-paced, ambiguous environments and can align Product, Engineering, Design, and Go-to-Market teams around a shared vision. Experience working in a Private Markets product team. Right to Work Requirements: This role is limited to persons with indefinite right to work in the United States. About S&P Global Market Intelligence At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction. For more information, visit . What's In It For You? Our Mission: Advancing Essential Intelligence. Our People: We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit: Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. Recruitment Fraud Alert: If you receive an email from a domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here . - Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: and your request will be forwarded to the appropriate person. US Candidates Only: Know Your Rights: Workplace discrimination is illegal - 20 - Professional (EEO-2 Job Categories-United States of America), PDMGDV202.2 - Middle Professional Tier II (EEO Job Group), SWP Priority - Ratings - (Strategic Workforce Planning)
