Business Intelligence Architect – Data Engineering

Company Description

Founded in 1999 by Tom Ricketts, InspereX is a leader in the underwriting, marketing, and distribution of fixed income and structured investments. The firm is known for pioneering innovative financial strategies, cutting-edge technology, and exceptional educational resources, earning numerous industry accolades. Representing over 400 issuing entities and serving more than 1,500 partners, InspereX has underwritten over $800 billion in securities. Headquartered in Delray Beach, Florida, the company also operates trading desks and offices in key financial hubs, including Charlotte, Santa Monica, Chicago, and New York City.

Qualified candidates must be based in Delray Beach, Chicago, or New York, with availability for in‑office work in one of these locations.

JOB SUMMARY

The Business Intelligence (BI) Architect designs and implements enterprise-grade BI solutions leveraging the Microsoft technology stack. This role is pivotal in enabling data-driven decision-making across fixed income origination, trading, and wholesale distribution. The ideal candidate will have deep domain expertise in both front and back office of a fixed income financial services organization and the ability to turn data into information through advanced modeling, visualizations and reporting. Acting as a strategic partner to the business, the BI Architect will lead analytics initiatives, define best practices, and mentor analysts while ensuring alignment with organizational goals.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Architect and implement BI solutions using Microsoft Fabric.
• Design, build and optimize data models using star schema and Kimball principles.
• Communicate and collaborate with stakeholders, business users, technical teams, and vendors.
• Act as a liaison between business stakeholders and technical teams to translate requirements into actionable BI solutions.
• Lead multiple data analytics initiatives across vertical and horizontal domains.
• Drive analytics strategies that support sales and trading operations and various corporate functions.
• Define and enforce BI best practices, standards, and CI/CD pipelines for BI deployments.
• Enable AI-driven analytics.
• Understand, implement and monitor data governance processes and procedures to ensure compliance with regulatory standards.
• Evaluate and introduce new technologies, frameworks, and patterns to continuously improve engineering efficiency and quality.
• Collaborate with data engineers to design efficient data pipelines and transformations.
• Guide and mentor BI analysts and developers, fostering a culture of continuous. improvement and innovation.

REQUIRED SKILLS & EXPERIENCE

• 10 years of data, reporting and analytics experience, including 3 years in an architectural or lead capacity.
• Expert-level proficiency in semantic data modeling, data warehousing, and reporting.
• Proven professional experience with Microsoft Fabric, Power BI, and/or other Microsoft cloud-based data tech such as Azure Data Factory and Synapse.
• Deep understanding of T-SQL, RDMS, Power BI Desktop, PowerQuery, DAX, Kimball star-schema.
• Deep domain knowledge in financial services with emphasis on fixed income origination, trading, and wholesale distribution.
• Comfortable with building and using CI/CD for BI solutions.
• Hands-on experience with Bloomberg data technology, Salesforce
• Involvement with establishing and enforcing data governance.
• Strong/Effective communication skills and ability to collaborate with cross-functional stakeholders.

NICE-TO-HAVE

• Familiarity with structured products, ETFs, private markets, and various fixed income instruments.
• Familiarity with electronic trading and financial risk management.
• Employing Microsoft Purview or some other similar platform for data governance.
• Experience with python, pandas, and notebooks to perform data transformation and analytics.
• Hands-on experience with Pardot, RBC DataWorks.
• Experience with AI enablement and data agents

PHYSICAL REQUIREMENTS

• Prolonged periods of sitting at a desk and working on a computer.
• Ability to use standard office equipment such as a computer, keyboard, phone, and monitor.
• Occasional travel may be required for business or team collaboration purposes.
• Must be able to communicate effectively in person and via virtual meetings.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time, nor does it imply any contract of employment. Employment with the company remains at-will. InspereX is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from military service, or on the basis of a physical or mental disability that is unrelated to the employee’s ability to perform the duties of the job for which an individual has applied. EOE m/f/d/v

Interested candidates can send their resumes to the HR team at careers@insperex.com.