Job Description

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About Allvue
We are Allvue Systems, the leading provider of software solutions for the Private Capital and Credit markets. Whether a client wants an end-to-end technology suite, or independently focused modules, Allvue helps eliminate the boundaries between systems, information, and people. We're looking for ambitious, smart, and creative individuals to join our team and help our clients achieve their goals. Working at Allvue Systems means working with pioneers in the fintech industry. Our efforts are powered by innovative thinking and a desire to build adaptable financial software solutions that help our clients achieve even more. With our common goals of growth and innovation, whether you're collaborating on a cutting-edge project or connecting over shared interests at an office happy hour, the passion is contagious. We want all of our team members to be open, accessible, curious and always learning. As a team, we take initiative, own outcomes, and have passion for what we do. With these pillars at the center of what we do, we strive for continuous improvement, excellent partnership and exceptional results. Come be a part of the team that's revolutionizing the alternative investment industry. Define your own future with Allvue Systems!
Job Summary
We are looking for a well-rounded, fast learner to join our Report Development Team. A successful Technical Engineer will be able to bridge the gap between technical skills and financial industry knowledge to design, develop, and customize reports and dashboards within the Allvue Nexius Platform to deliver actionable insights to stakeholders. You will work closely with the rest of the engineering team, other internal teams, and with clients as your knowledge and product experience grows. The ideal candidate will be motivated to learn new skills and technology, as well as focused on the client experience - helping our clients achieve the best possible outcomes for their business.
Responsibilities
Report Development:

• Develop, design, and customize reports and dashboards within the Allvue Nexius Platform, tailored to users' specific business needs.
• Create advanced, parameterized, and dynamic reports for financial data, investment performance, and portfolio management.
• Ensure scalable and maintainable report designs to support future platform enhancements.

Data Analysis and Visualization:

• Extract and analyze data from Nexius datasets, presenting it in user-friendly visual formats to aid decision-making.
• Build insightful dashboards and reports to track investment performance, fund analytics, compliance, and operational KPIs.

Data Management:

• Ensure the accuracy, integrity, and consistency of financial data in reports.
• Perform data validation and reconciliation to verify report outcomes.

Stakeholder Collaboration:

• Translate business needs into actionable reporting solutions by aligning development processes with user priorities.
• Provide training and support for end-users on accessing and interpreting the reports.
• Provide training and support to client's IT team to develop custom report on Allvue Nexius Platform

Troubleshooting and Maintenance:

• Troubleshoot and resolve issues in existing reports or BI dashboards.
• Perform regular audits and enhancements on reports to improve performance and functionality.
• Maintain proper documentation for report structures, queries, and processes.

Requirements

• Proficiency with SQL, T-SQL or other direct coding experience
• Proficiency in developing reports in SSRS and Power BI report builder
• Proficiency in developing dashboards in Power BI including creating complex DAX calculations and measures
• Understanding of API technologies including RESTful and GraphQL architectures and OAuth-based authentication
• Ability to read and breakdown complex Excel formulas including but not limited to lookup and array functions
• Understanding of financial terms and ability to translate into Technical Requirements
• Must be a resourceful problem solver and self-starter, and able to communicate effectively
• Desire to learn new skills, technology platforms and further finance knowledge
• Experience working with Jira and Agile Practice a plus
• Exceptional communication skills (written and verbal) and be adept at listening and soliciting feedback
• Ability to thrive in a fast-moving environment and successfully manage multiple competing priorities
• Detail-oriented & strong work ethic

Education/Certifications

• Bachelors degree in related discipline
• Computer skills:

• SQL, T-SQL, SSRS, Power BI, DAX
• Microsoft Excel
• Good to have knowledge of XML/XPath and XSLT
• Git
• ADO
• Jira
• Nice to have knowledge of REST, GraphQL and OAuth 2.0

• English (reading, writing, verbal)

What We Offer

• Health Coverage options along with other voluntary benefits
• Enterprise Udemy membership with access to thousands of personal and professional development courses
• 401K with Company match up to 4% or Employee Pension plan
• Competitive pay and year-end bonus potential
• Flexible PTO
• Charitable Donation matching, along with Volunteer and Voting PTO
• Numerous team building activities to promote collaboration in a fun and fast-paced work environment

EEOC Statement
Allvue Systems provides equal employment opportunities (EEO) for all employees and applicants for employment. We recognize the real value of bringing people together from diverse backgrounds, experiences and perspectives - we don't just accept difference, we celebrate and support it. We are committed to advancing these efforts through our strategies to hire, promote, create and support a diverse and inclusive environment throughout our workforce and workplace. It is our policy to prohibit discrimination and harassment of any type without regard to race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. In addition, Allvue will provide reasonable accommodations for qualified individuals with disabilities.

Skills Required