CareerPlan

Senior Consultant, Integrated Portfolio Services Information Delivery

Chicago, IL, USFull-time$83k–$141k2026-11-02 → 2026-11-10
No visa sponsorship

Core

Design and develop automated data extracts and technical solutions for client reporting through files, dashboards, and feeds into client data warehouses, including Snowflake data shares.

Role type

Senior Consultant, data engineering and reporting solutions

Builds

Automated data extracts, client reporting files, dashboards, and Snowflake data shares

Domain

Financial services, wealth management, asset servicing

Required skills

SQL, Snowflake, financial data analysis (equities, fixed income, FX, derivatives), requirements gathering, system design, project prioritization

Preferred skills

Sigma, Alteryx, Power BI, Python, xCeptor, SDLC experience, Atlassian/Azure DevOps

Technologies

Snowflake, SQL, Sigma, Alteryx, Power BI, Python, xCeptor, Azure DevOps, Atlassian

Responsibilities

Partner with clients and business teams to translate requirements into scalable data solutions; deliver and support client reporting via files, dashboards, and data warehouse feeds; conduct feasibility studies and design system requirements; troubleshoot complex data and reporting issues; coordinate testing and provide training on system changes.

Seniority

Senior, hands-on IC