Job Title: Senior Data Engineer - Business Intelligence & Portfolio ReportingOverview / Summary We are seeking an experienced Senior Data Engineer to support enterprise portfolio reporting, business intelligence, and data analytics for an investment management program. This role is responsible for designing, developing, implementing, and maintaining enterprise reporting and business intelligence solutions that support portfolio governance, performance management, and executive decision-making.
The successful candidate will collaborate with executive leadership, portfolio managers, project managers, business stakeholders, and technical teams to transform data from multiple enterprise systems into actionable insights supporting investment management, project oversight, risk identification, compliance monitoring, and portfolio performance.
The role also supports the development of reporting and analytical capabilities for broader project portfolio management and investment management processes.
Key Responsibilities Portfolio Reporting & Business Intelligence - Design, develop, implement, and maintain enterprise dashboards, executive scorecards, and business intelligence solutions.
- Develop standardized portfolio reporting supporting investment management, project performance, portfolio governance, and executive oversight.
- Design key performance indicators (KPIs), portfolio metrics, and visualizations that communicate portfolio health and organizational performance.
- Develop automated reporting processes to improve reporting accuracy, consistency, and timeliness.
- Produce recurring and ad hoc executive reports for leadership, governance bodies, and stakeholders.
Data Engineering & Integration - Design, develop, and maintain data pipelines integrating information from project portfolio management platforms, business intelligence environments, financial systems, governance repositories, and other enterprise data sources.
- Develop, optimize, and maintain complex SQL queries, data models, and transformation processes.
- Design scalable data models supporting enterprise reporting and analytics.
- Ensure data quality, consistency, integrity, and reliability across reporting environments.
- Recommend improvements to enterprise data architecture supporting portfolio reporting and investment management.
Portfolio Analytics - Analyze project, portfolio, financial, schedule, resource, governance, and operational data to identify trends, risks, opportunities, and emerging issues.
- Assess project health, risk management effectiveness, deliverable quality, and compliance with governance requirements.
- Perform root cause analysis to identify systemic portfolio issues and recommend corrective actions.
- Identify risks and opportunities requiring escalation to leadership.
- Develop predictive and trend-based reporting to support proactive portfolio management and investment decision-making.
Business Analysis & Stakeholder Engagement - Facilitate meetings with business stakeholders to identify reporting requirements, performance measures, and analytical needs.
- Gather, analyze, and document business and technical requirements for enterprise reporting solutions.
- Translate business requirements into technical reporting and dashboard solutions.
- Recommend reporting strategies, visualization approaches, and analytical solutions that improve executive decision-making.
- Document business requirements, technical specifications, data definitions, metadata, and reporting standards.
Continuous Improvement - Identify opportunities to automate manual reporting activities and improve reporting efficiency.
- Recommend enhancements to reporting processes, governance metrics, and business intelligence capabilities.
- Support development and maintenance of enterprise reporting standards supporting project and investment management.
- Participate in continuous improvement initiatives supporting reporting and investment management processes.
- Provide knowledge transfer, documentation, and technical guidance to support long-term sustainability.
Required Qualifications - Minimum of 3 years of professional experience in data engineering, business intelligence, data analytics, or a related information technology discipline (4-7 years preferred).
- Demonstrated experience designing, developing, implementing, and maintaining enterprise reporting and business intelligence solutions.
- Experience integrating, transforming, and analyzing data from multiple enterprise systems using SQL and modern data engineering techniques.
- Experience developing interactive dashboards, scorecards, and executive reporting using Microsoft Power BI or a comparable business intelligence platform.
- Experience gathering, analyzing, and documenting business requirements and translating them into technical reporting and analytical solutions.
- Experience working directly with business stakeholders to define reporting requirements, KPIs, and performance measures.
- Demonstrated experience analyzing portfolio, project, financial, operational, or governance data to support executive decision-making.
- Strong analytical and problem-solving skills with experience performing root cause analysis, identifying trends, and making data-driven recommendations.
- Experience developing and optimizing SQL queries, data models, and data transformation processes.
- Excellent written and verbal communication skills with the ability to communicate technical information to both technical and non-technical audiences.
- Demonstrated ability to work independently while managing multiple assignments, priorities, and stakeholder expectations.
- Bachelor's degree in Computer Science, Information Systems, Data Science, Business Analytics, Management Information Systems, Mathematics, Statistics, Engineering, or a closely related field.
- Equivalent combinations of education, technical training, professional certifications, and directly related experience may be considered.
Preferred Qualifications - Experience with Project Portfolio Management (PPM) systems such as Clarity, ServiceNow PPM, Planview, Microsoft Project Online, or similar platforms.
- Experience with portfolio management, investment management, project governance, or executive portfolio reporting.
- Experience with Microsoft Power BI, Microsoft Fabric, Azure Data Factory, Azure SQL, Microsoft SQL Server, or comparable Microsoft analytics technologies.
- Experience with enterprise data warehousing, semantic models, or business intelligence architecture.
- Experience developing automated reporting solutions using APIs, ETL processes, scripting languages, or data integration platforms.
- Experience in government, public sector, or other large enterprise reporting environments.
- Familiarity with project management methodologies including PMI PMBOK, Agile, Scrum, Kanban, or SAFe.
- Experience with financial management, capital investment management, or portfolio performance reporting.
Preferred Certifications - Microsoft Certified: Power BI Data Analyst Associate
- Microsoft Certified: Fabric Analytics Engineer Associate
- Microsoft Azure Data Engineer Associate
- Microsoft Azure Database Administrator Associate
- Certified Business Intelligence Professional (CBIP)
- Project Management Professional (PMP)
- PMI Agile Certified Practitioner (PMI-ACP)
- Certified Data Management Professional (CDMP)
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