Senior Data Engineer

Investment Operations Automation Analyst

Tamar Securities is seeking an Investment Operations Automation Analyst to design, build, and maintain automated workflows supporting trading and investment operations as the firm scales

.
This role sits at the intersection of trading, operations, and technology. The ideal candidate has a strong operational mindset, understands the importance of data integrity in trade execution, and has the technical skill set to replace manual, spreadsheet-driven processes with automated, scalable system

s.
As account volume and customization increase, this role will be critical in ensuring trade implementation remains efficient, accurate, and controll

ed.
Computer systems requi

red:Tamarac, Redtail, Excel Professional, Computer Science technician, preferably registered with a Series 65, RIA wealth management f

irm.
Key Responsibil

itiesTrading & Investment Operations Autom

• ationDesign and build automated pre-trade workflows to validate account data, trade eligibility, and portfolio customiz
• ationDevelop tools that streamline trade readiness across multiple accounts and strat
• egiesAutomate model-to-account mapping, drift analysis, and exception repo
• rtingReduce manual review and spreadsheet dependency in trade implementation proc

esses
Data Pipelines & Systems Integ

• rationBuild and maintain automated data pipelines between custodians, portfolio management systems (e.g., Tamarac), and internal
• toolsEnsure data accuracy, consistency, and auditability across s
• ystemsCreate standardized datasets and reports used by trading and investment
• teamsIdentify, troubleshoot, and permanently resolve data breaks or workflow fa

ilures
Workflow & Process

• DesignAnalyze existing operational workflows and identify opportunities for aut
• omationDesign scalable, repeatable processes that support account growth and custom
• izationImplement controls, checks, and logging to mitigate operational and tradi
• ng riskDocument workflows, systems, and logic clearly for inter

nal use
Cross-Functional Colla

• borationWork closely with portfolio management, trading, operations, and complian
• ce teamsTranslate investment and operational requirements into technical s
• olutionsSupport ongoing enhancements as strategies, constraints, and account complexity

develop
Required Quali

• ficationsAdvanced proficiency in Excel (complex formulas, Power Query, structure
• d models)Strong working knowledge of Python for data processing, automation, and workf
• low logicExperience working with large, multi-account
• datasetsStrong attention to detail and understanding of operational risk in trading env
• ironmentsAbility to design, build, test, and maintain automation solutions inde
• pendentlyCertified CFA level 3 - Pass the three levels of the

CFA exams
Preferred Qual

• ificationsExperience in an RIA, asset manager, hedge fund, custodian, or trading opera
• tions roleFamiliarity with portfolio management platforms such as Tamarac or simil
• ar systemsExperience with APIs, SQL, or cloud-based
• data toolsExposure to trading workflows or customized portfolio imple
• mentationsBackground in finance, economics, computer science, or a rel

ated field
What Success

• Looks LikeTrade implementation processes are faster, more consistent, and
• less manualAutomated pipelines are now replacing spreadsheet-drive
• n workflowsWe identify and resolve pre-trade issues befor
• e executionData accuracy and system reliability improve as account vo
• lume scalesInvestment teams spend less time on operatio