AI Engineer

PTMA Financial Solutions; Naperville (IL); Hybrid; USD 120,000 - 145,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with employer match

HSA and FSA options

Life, AD&D, and disability insurance

Employee Assistance Program

Paid time off

Additional wellness and protection

Hybrid work model

Job summary

PTMA Financial Solutions is building practical, enterprise-grade AI for a U.S.-regulated financial services environment. As a midlevel individual contributor on the Data & AI team, you will help develop and refine PTMA’s enterprise Claude deployment, writing prompts, creating custom skills, and configuring integrations.

Located in Naperville, IL, this hybrid role requires 2+ years of experience. You will collaborate across Finance, Compliance, Sales, and Operations to deliver AI-driven

Qualifications

• Hands-on experience building with large language models, including prompt engineering and deploying AI-assisted workflows or automations into real use.
• Working knowledge of data engineering concepts, including APIs, data pipelines, and structured and unstructured data.
• Proficiency in Python for AI integration and scripting.
• Strong analytical skills and the ability to translate a business need into a practical AI or data solution.
• Ability to clearly communicate AI capabilities and limitations to non-technical colleagues.
• Comfort working in or supporting a regulated environment, with attention to data privacy and responsible AI practices.
• 2 to 5 years of professional experience in software, data, or analytics engineering, including hands-on experience building with large data models.

Responsibilities

• Develop and refine PTMA’s enterprise Claude deployment, including prompt design, custom skills, and configuration under the direction of senior team members.
• Build and maintain AI-powered automations across business units such as Finance, Compliance, Sales, and Operations, partnering with team leads to map manual processes and deliver measurable time savings.
• Partner with internal departments to develop and refine AI skills, plugins, and integrations that connect to internal systems, including Salesforce and data pipelines.
• Create and maintain integrations and custom tooling, including MCP integrations and API connections, so AI can work with PTMA systems and data.
• Support data and analytics engineering work as needed, including dbt models; Microsoft Fabric and Azure Data Factory pipelines; SQL Server and Azure SQL; and Power BI reporting for AI, forecasting, and public finance use cases.
• Support responsible AI practices aligned with SEC, FINRA, and NIST CSF requirements, including data handling, output review, and audit-ready documentation. Work with InfoSec and Compliance to keep AI usage safe and governed.
• Drive adoption by writing user guides, running training sessions, and explaining what AI can and cannot do to non-technical colleagues.

Skills

Prompt engineering

AI integrations

Python

Tools

Claude

Python

dbt

Microsoft Fabric

Azure Data Factory

SQL Server

Azure SQL

Power BI

Salesforce

MCP integrations

API connections

Job description

PTMA Financial Solutions is building practical, enterprise-grade AI for a U.S.-regulated financial services environment. As a midlevel individual contributor on the Data & AI team, you will help develop and refine PTMA’s daily AI usage and automations, working hands‑on in PTMA’s enterprise Claude environment and contributing to data and analytics engineering as needed.

Location: Naperville, IL (hybrid). Experience: 2+ years. Compensation: USD 120,000 to 145,000 per year.

What you’ll do

• Develop and refine PTMA’s enterprise Claude deployment, including prompt design, custom skills, and configuration under the direction of senior team members.
• Build and maintain AI-powered automations across business units such as Finance, Compliance, Sales, and Operations, partnering with team leads to map manual processes and deliver measurable time savings.
• Partner with internal departments to develop and refine AI skills, plugins, and integrations that connect to internal systems, including Salesforce and data pipelines.
• Create and maintain integrations and custom tooling, including MCP integrations and API connections, so AI can work with PTMA systems and data.
• Support data and analytics engineering work as needed, including dbt models; Microsoft Fabric and Azure Data Factory pipelines; SQL Server and Azure SQL; and Power BI reporting for AI, forecasting, and public finance use cases.
• Support responsible AI practices aligned with SEC, FINRA, and NIST CSF requirements, including data handling, output review, and audit-ready documentation. Work with InfoSec and Compliance to keep AI usage safe and governed.
• Drive adoption by writing user guides, running training sessions, and explaining what AI can and cannot do to non-technical colleagues.

What you bring

• Hands‑on experience building with large language models, including prompt engineering and deploying AI‑assisted workflows or automations into real use.
• Working knowledge of data engineering concepts, including APIs, data pipelines, and structured and unstructured data.
• Proficiency in Python (or a comparable language) for AI integration and scripting.
• Strong analytical skills and the ability to translate a business need into a practical AI or data solution.
• Ability to clearly communicate AI capabilities and limitations to non-technical colleagues.
• Comfort working in or supporting a regulated environment, with attention to data privacy and responsible AI practices.
• 2 to 5 years of professional experience in software, data, or analytics engineering, including hands‑on experience building with large data models.

Tools you’ll work with

• Claude, Python, dbt, Microsoft Fabric, Azure Data Factory, SQL Server, Azure SQL, Power BI, Salesforce, MCP integrations, API connections

Nice to have

• Direct Anthropic Claude experience, including API usage, custom skill creation, and MCP server integration.
• Claude Certified Associate - Foundations (CCAO-F) or Claude Certified Architect - Foundations (CCAR-F) certification through the Anthropic Claude Certification Program.
• Experience with Microsoft Fabric, Azure, SQL Server or Azure SQL, and Power BI.
• Experience with Salesforce and AI use cases in CRM ecosystems.
• Experience in or supporting U.S.-regulated financial services, treasury management, or public‑sector technology.
• Familiarity with Azure cloud services in data and AI‑adjacent workloads.
• Exposure to SOC 2, NIST CSF, or FINRA and SEC regulatory technology requirements.
• Interest in contributing to internal AI governance practices and centers of excellence.

Benefits

• Medical, dental, and vision insurance
• 401(k) with employer match
• HSA and FSA options
• Life, AD&D, and disability insurance
• Employee Assistance Program
• Paid time off
• Additional wellness and protection programs

How success is measured

• Within 90 days: learn PTMA’s current Claude deployment and active use cases, document what you’ve learned, and ship at least one new automation or improvement with team support.
• Within 12 months: become a reliable, hands‑on contributor to PTMA’s AI capability, integrate Claude into several operational workflows, and support internal teams as a go‑to partner for building and refining AI skills and integrations.

Schedule and logistics

• Hybrid schedule: Tuesday, Wednesday, and Thursday are mandatory in‑office days. Monday and Friday are remote.
• Occasional in‑office presence on Mondays, Fridays, or weekends may be required depending on active projects or business needs. Other working arrangements may be negotiated with exceptional candidates.
• Work location options: hybrid from the Denver, CO office or Naperville, IL office.
• Application timeline: applications accepted on an ongoing basis.
• Physical requirements: must be able to work at a computer for long periods of time; lift up to 15 lbs.