Client Onboarding Software Engineer - Associate

Valitana LLC; Plano (TX); Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Paid time off

Remote work flexibility

Job summary

Valitana LLC in Plano, TX is seeking a Software Engineer to build client-facing solutions on Vantage, translating real-world requirements into production-ready implementations and owning end-to-end delivery for new client onboardings. You will partner with clients, product & project managers, and business stakeholders to deliver robust data integrations and reporting.

This role sits at the intersection of engineering and client delivery, ideal for someone who enjoys solving concrete problems for

Qualifications

• 3–6 years of professional software engineering experience delivering external client solutions.
• Proficient in Python and SQL with strong problem-solving skills.
• Able to translate ambiguous requirements into technical designs.
• Excellent written and verbal communication for non-technical stakeholders.
• Detail oriented and able to work independently or in a team.
• Bachelor’s degree or equivalent practical experience; C#/.Net a plus.
• Experience in finance/trade data is a plus.

Responsibilities

• Build and deliver client solutions, collaborating with product and business stakeholders.
• Develop third-party data integrations and parsers for client/vendor data.
• Create client-facing reports and workflows within Vantage.
• Configure and support FIX Gateway connectivity for client trade flow.
• Investigate data quality issues and implement durable fixes.
• Contribute features to core Vantage for broader client benefit.
• Assist Client Services day-to-day and document integrations for onboarding.
• Document configurations and resolutions for knowledge reuse.

Skills

Python

SQL

C#/.Net

ASP.Net Core

Entity Framework

Communication

Education

Bachelor’s degree in computer science, engineering, or related field

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

• 3-6 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 C#/.Net, ASP.Net Core, Entity Framework is a plus.
• 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 $110,000 – 160,000. 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.

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.