Senior Data Engineer

Client

Our client is a prominent global wealth and asset management firm focused on delivering innovative investment solutions and a networked ecosystem of international opportunities. The organization operates within a highly regulated environment, prioritizing the transformation of complex concepts into actionable financial strategies for a global clientele.

Latam/US/Canada (GMT-4) — at least 4 hours of overlap with EST.

Project overview

The project involves the development and expansion of a centralized, scalable data ecosystem. Having successfully ingested the initial data source, the team is now moving into a high-growth phase to integrate multiple high-value financial and operational data streams. The goal is to provide C-level executives and advisors with a unified, reliable reporting layer for strategic decision-making.

Position overview

As a Senior Data Engineer, you will be a technical cornerstone of the data platform team. You will be responsible for the end-to-end engineering of data pipelines, from ingestion to transformation, ensuring that the Snowflake warehouse is optimized for complex wealth management analytics. You will work at the intersection of sophisticated financial data and enterprise-grade engineering.

This position requires availability aligned with the EST time zone, or at least a 4-hour overlap with EST working hours (until 1 pm EST in the EU and APAC regions).

Responsibilities

• Build and maintain scalable data pipelines for ingestion into Snowflake.

• Develop and manage transformations using dbt, including modeling, testing, and comprehensive documentation.

• Design and orchestrate complex data workflows using Prefect.

• Utilize Workato to integrate and normalize data from critical SaaS platforms, including Addepar, NetSuite, Salesforce, Morningstar, and UKG.

• Design specialized data models tailored for portfolio, client, and financial reporting.

• Ensure data quality, lineage, and governance best practices while optimizing performance and costs within Snowflake.

• Partner with Tableau developers and business stakeholders to align technical delivery with reporting needs.

Requirements

• 5+ years of experience in data engineering with a focus on building modern data platforms.

• Hands-on experience with Snowflake and dbt, supported by strong SQL skills and advanced data modeling expertise.

• DBT certification.

• Proven familiarity with ETL/ELT patterns and API-based ingestion.

• Practical experience with orchestration tools such as Prefect or Airflow.

• A solid understanding of financial or wealth management data structures.

Nice to have

• Experience supporting reporting requirements for Tableau-based visualization layers.

• Experience within the Wealth Management or Investment Management sector, with specific familiarity handling investment and portfolio-related data.

• Understanding of regulatory requirements regarding financial data handling and privacy.

• Background in integrating market data providers such as Bloomberg or Morningstar.

• Advanced SQL skills and experience with Python for data engineering tasks.

What We Offer:

• Vacation days: Up to 26 business days per year.

• 10 illness/special days off per year (fully paid, no medical papers needed) for all contract types

• Health and life insurance (Luxmed)

• MyBenefit platform with Multisport option

• Internal psychological support service

• English language classes from the first working day

• Access to external learning platforms: O’Reilly, LinkedIn Learning, Udemy, and a wide catalog of diverse internal training

• Flexible workplace: work from the office, from home, or choose a hybrid option

• Tech Skills Mentoring Program

• Opportunities to develop as a public speaker, mentor, or technical interviewer

• Fully paid idle (bench) when not involved in a project

• Certification reimbursement (AWS, GCP, Microsoft, etc.)