About the role
Senior Data Engineer / Analytics Engineer
Downtown San Francisco | Hybrid (4 days onsite)
What You'll Do
Data Engineering & Infrastructure
- Design, build, and maintain data pipelines from ingestion through transformation and delivery
- Own data modeling and transformation across the firm's core data sources
- Build and maintain a reliable, scalable data infrastructure from the ground up
- Ensure data quality, consistency, and governance across systems
Analytics & Business Partnership
- Serve as the primary technical translator between data systems and non-technical business stakeholders
- Partner with wealth management, finance, operations, and leadership teams to understand data needs and deliver solutions they can actually use
- Build reporting and analytics capabilities that give the business clear visibility into performance and client data
- Communicate complex data concepts in plain language — confidently and clearly
AI & Modern Tooling
- Leverage AI tools to improve productivity and analytical output — familiarity with tools like Glean expected
- Contribute to the firm's evolving AI initiatives as they develop
- Stay current on relevant AI and data tooling and bring practical recommendations to the team
What We're Looking For
Required
- Strong proficiency in Python and SQL
- Hands-on experience with data modeling, transformation, and pipeline development
- Ability to work independently as the primary or sole data practitioner — this is not a large team environment
- Confident communicator — comfortable presenting to and advising non-technical stakeholders including senior leadership
- High EQ — personable, collaborative, and able to build trust with people across the organization
- 4 days per week onsite availability in downtown San Francisco
Strongly Preferred
- Background in finance, wealth management, or financial services
- Experience at a private equity-backed company or PE rollup environment
- Familiarity with wealth management workflows, data structures, and reporting needs
- Experience as the sole or primary data person at a company — someone who has had to be resourceful, self-directed, and scrappy
- Exposure to AI tools in a professional context (Glean or similar)
Compensation
- Base salary: $185,000 – $235,000
- Discretionary bonus
- Downtown San Francisco office — hybrid, 4 days onsite per week
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