Client Onboarding Software Engineer - Analyst

Valitana LLC; Plano (TX); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Employer-matched retirement plan

Healthcare package (medical, dental, V

Telemedicine

Job summary

Valitana seeks a Software Engineer to build client-facing solutions on Vantage, working with clients, product managers, and stakeholders to translate real-world requirements into production-ready implementations.

You will own end-to-end onboarding delivery, develop third-party data integrations, and configure client-facing reports and workflows, while collaborating with Client Services to reduce escalations.

Qualifications

• 0-3 years of professional software engineering experience, ideally including work delivering solutions to external clients.
• Strong proficiency in Python and SQL.
• Ability to work through ambiguous requirements and translate business needs into technical solutions.
• Excellent verbal and written communication skills, including the ability to explain technical concepts to non-technical stakeholders.
• Detail oriented with strong organizational skills.
• Resourceful with the ability to work independently as well as part of a team.
• Bachelor's degree in computer science, engineering, or a related field, or equivalent practical experience.
• Experience in the financial industry, particularly with structured finance products, trade flow, or portfolio data, is a plus.

Responsibilities

• Build and deliver client solutions, collaborating with product and business stakeholders to translate requirements into robust, maintainable implementations.
• Develop and maintain third-party data integrations, including parsers for ingesting client and vendor data.
• Build and configure client-facing reports and workflows within Vantage.
• Configure and support FIX Gateway connectivity for client trade flow.
• Investigate and resolve data quality issues, tracing problems to their source and implementing durable fixes.
• Contribute feature enhancements to core Vantage, strengthening the platform for all clients.
• Serve as a technical resource to the Client Services team, reducing escalations to the broader dev team.
• Document integrations, configurations, and resolutions for onboarding knowledge.

Skills

Python

SQL

Client-facing

Problem solving

Teamwork

Education

B.S. in CS/Engineering

Job description

About Valitana

Valitana is a rapidly growing FinTech company delivering cutting-edge SaaS solutions to institutional investors. Founded in 2017, our platform provides advanced financial analytics, trade flow insights, and portfolio management tools that empower our clients to make faster and more informed decisions while improving operational efficiency.

Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider - Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers.

Position Overview

Valitana is hiring a Software Engineer to build and deliver client-facing solutions on Vantage, one of our core platforms. In this role you will work directly with clients, product & project managers, and business stakeholders to translate real-world requirements into robust, production-ready implementations - from third-party data integrations and reporting through workflow configuration and platform enhancements. You will own technical delivery for new client onboardings end to end and serve as a technical partner to our Client Services team on day-to-day client requests.

This role sits at the intersection of engineering and client delivery, and it is well suited to an engineer who enjoys solving concrete problems for identifiable users, is comfortable discussing data and workflows directly with clients, and wants to see their work reach production quickly.

Responsibilities

• Build and deliver solutions for external clients, collaborating with product and business stakeholders to translate requirements into robust, maintainable implementations.
• Develop and maintain third-party data integrations, including parsers for ingesting client and vendor data.
• Build and configure client-facing reports and workflows within Vantage.
• Configure and support FIX Gateway connectivity for client trade flow.
• Investigate and resolve data quality issues, tracing problems to their source and implementing durable fixes rather than one-off corrections.
• Contribute feature enhancements to core Vantage, so that solutions built for one client strengthen the platform for all clients.
• Serve as a technical resource to the Client Services team, taking ownership of business-as-usual client requests and reducing escalations to the broader development team.
• Document integrations, configurations, and resolutions so that onboarding knowledge is reusable across the team.

Qualifications

• 0-3 years of professional software engineering experience, ideally including work delivering solutions to external clients.
• Strong proficiency in Python and SQL.
• Ability to work through ambiguous requirements and translate business needs into technical solutions.
• Excellent verbal and written communication skills, including the ability to explain technical concepts to non-technical stakeholders.
• Detail oriented with strong organizational skills.
• Resourceful with the ability to work independently as well as part of a team.
• Bachelor's degree in computer science, engineering, or a related field, or equivalent practical experience.
• Experience in the financial industry, particularly with structured finance products, trade flow, or portfolio data, is a plus.

What We Offer

Base salary range for this role is $80,000-110,000. Valitana offers a competitive compensation package including base salary and an annual performance bonus. Employees receive a comprehensive benefits package that includes an employer-matched retirement plan, healthcare with medical, dental, vision, telemedicine, and PTO.

Employees in this role will work in the office Monday through Wednesday with the flexibility to work remotely Thursday and Friday.

Assessment and Automated Screening Tools

As part of this hiring process, you may be asked to complete a technical assessment administered through HackerRank, a third-party platform. By participating, advancing, or completing the assessment you are consenting to HackerRank possibly using automated features to evaluate or score the submitted work, and information about your submission is processed by that platform.

Categories of data processed: The code or written work you submit, assessment scores, completion time, and, if enabled, session activity data. Source of that data is the information you provide directly by completing the assessment.

How it is assessed: A Valitana employee reviews assessment results, and no hiring decision is made solely on the basis of an automated score. If you would like more information about how the assessment is evaluated contact Valitana Human Resources at [e-mail].

Equal Opportunity and Accommodation

Valitana is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, ancestry, age, disability, pregnancy, veteran or military status, genetic information, or any other characteristic protected by federal or Connecticut law.

If you need a reasonable accommodation to apply, interview, complete an assessment, or otherwise participate in this hiring process, contact the Human Resources team at [e-mail]. Requesting an accommodation will not affect how your application is considered.