Senior Associate, Forward Deployment Engineer
Core
Build AI-forward, data-driven solutions and Power BI dashboards to improve investment, portfolio management, reporting, and operational workflows for global investment teams.
Role type
Senior Associate, Forward Deployment Engineer (Data Analytics & BI)
Builds
Power BI reports, semantic models, data products, and tactical firmwide solutions for funds and strategies
Domain
Alternative investments, credit, equity, real estate, asset management
Required skills
Power BI, SQL, data modeling, data engineering, AI tool usage (ChatGPT/Claude), business process translation
Preferred skills
Microsoft Fabric, Python, DAX, Power Query, financial modeling, fixed income/private credit domain knowledge
Technologies
Power BI, Microsoft Fabric, ChatGPT, Claude, SQL, Python, DAX, Power Automate
Responsibilities
Partner with investment and data teams to identify workflow improvements; own solutions from discovery through deployment and support; design and develop Power BI reports and data products; perform data engineering for sourcing and transformation; evaluate opportunities for AI and automation; communicate project status to technical and non-technical audiences
Seniority
Mid-Senior, hands-on IC