Senior Power BI & Snowflake Engineer — Investment Data

Stockell Consulting; United States; Remote; USD 97,000 - 138,000; Part time

Benefits offered by this job

Health insurance

401(k)

Job summary

Stockell Consulting is seeking a senior Power BI engineer to design, build, and support analytics for investment, risk, performance, and operations teams. Workloads involve enterprise Power BI with semantic models, advanced DAX, and production reporting on Snowflake with large financial datasets.

Ideal candidates have years of experience building Power BI for portfolio managers, with direct investment management expertise. This role requires U.S.

Qualifications

• 7+ years developing enterprise BI or analytical solutions.
• 5+ years of advanced, hands-on Power BI in production environments.
• Expert-level Power BI semantic modeling, DAX, performance optimization, security, refresh strategies and Power BI Service.
• Expert-level SQL and significant hands-on Snowflake experience on analytical workloads.
• Direct experience in asset management, investment management, institutional investment or closely related financial services.
• Strong understanding of investment data: portfolios, positions, transactions, securities, benchmarks, exposures, performance and risk.
• Experience working directly with portfolio managers, analysts, risk, performance or investment operations staff.
• Clear written and verbal communication across technical and investment audiences.

Responsibilities

• Design, develop and maintain Power BI reports, dashboards and semantic models that support investment and business decisions.
• Partner with investment, risk, performance and operations teams to turn complex requirements into scalable analytical solutions.
• Build advanced DAX, dimensional models, calculations, hierarchies and reusable business logic.
• Write and optimize Snowflake SQL across portfolio, position, transaction, security, benchmark, performance and risk datasets.
• Tune Power BI solutions for performance, scalability, usability and maintainability.
• Troubleshoot complex reporting, data, semantic-model, refresh and performance issues.
• Build testing, reconciliation, monitoring and data-quality controls that keep reporting accurate.
• Support source control, automated deployment and CI/CD for BI solutions.
• Set and promote Power BI development, visualization and reporting standards.
• Document business logic, data models, technical designs and operating procedures.

Skills

Power BI

DAX

SQL

Snowflake

Investment data

Communication

Job description

Location: Remote (U.S.) — Central time hours

Type: Contract — up to $85/hr

Duration: Immediate start — initial 6-month term, with extensions anticipated

About the Role

Our client, a large institutional investment organization, is seeking a senior Power BI engineer to design, build and support the analytics its investment, risk, performance and operations teams rely on. The work is enterprise Power BI — semantic models, advanced DAX and production reporting — on top of Snowflake, with large financial datasets.

If you’ve spent years building Power BI for portfolio managers and know your way around positions, holdings, benchmarks and performance data, this is that role. If your Power BI work has been outside investment management, it probably isn’t.

Investment management experience is a must. Direct experience at an asset manager, pension fund, endowment or other institutional investor is required, not preferred. The client reviews résumés for it first.

This role requires the ability to work in the United States without sponsorship, now or in the future.

What You’ll Do

• Design, develop and maintain Power BI reports, dashboards and semantic models that support investment and business decisions
• Partner with investment, risk, performance and operations teams to turn complex requirements into scalable analytical solutions
• Build advanced DAX, dimensional models, calculations, hierarchies and reusable business logic
• Write and optimize Snowflake SQL across portfolio, position, transaction, security, benchmark, performance and risk datasets
• Tune Power BI solutions for performance, scalability, usability and maintainability
• Troubleshoot complex reporting, data, semantic-model, refresh and performance issues
• Build testing, reconciliation, monitoring and data-quality controls that keep reporting accurate
• Support source control, automated deployment and CI/CD for BI solutions
• Set and promote Power BI development, visualization and reporting standards
• Document business logic, data models, technical designs and operating procedures

What You Need

• 7+ years developing enterprise business intelligence or analytical solutions
• 5+ years of advanced, hands‑on Power BI in production environments
• Expert‑level Power BI semantic modeling, DAX, performance optimization, security, refresh strategies and Power BI Service
• Expert‑level SQL and significant hands‑on Snowflake experience on analytical workloads
• Direct experience in asset management, investment management, institutional investment or closely related financial services
• Strong understanding of investment data: portfolios, positions, transactions, securities, benchmarks, exposures, performance and risk
• Experience working directly with portfolio managers, analysts, risk, performance or investment operations staff
• Clear written and verbal communication across technical and investment audiences

Preferred

• Automated testing, reconciliation, data quality, source control and CI/CD practices
• PL‑300 Microsoft Power BI Data Analyst Associate certification
• CFA, CAIA or another investment‑industry designation

Interview Process

2–3 interviews. A standard background check applies, and additional financial‑services checks may be required.

Benefits

health insurance and a 401(k).

All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Rate of pay within the stated range will depend on the qualifications of the applicant.