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Jobs at Portfolio BI (Now Hiring) — 3 open

Portfolio BI logoPortfolio BI

Senior Infrastructure (Azure & M365) Engineer - New York - Hybrid

New York, New York, United States · Hybrid

Senior$6M raised

Portfolio BI is a platform-centric data and managed services company built for alternative asset managers. From New York, London, and Belgrade we support 175+ hedge funds and asset managers with integrated cloud, cyberse…

Skills: Azure, Microsoft 365, Infrastructure as Code, Bicep, Terraform

Portfolio BI logoPortfolio BI

Senior Infrastructure (Azure & M365) Engineer - New York - Hybrid

Newark, New Jersey, United States · Hybrid

Senior$6M raised

Portfolio BI is a platform-centric data and managed services company built for alternative asset managers. From New York, London, and Belgrade we support 175+ hedge funds and asset managers with integrated cloud, cyberse…

Skills: Azure, Microsoft 365, Infrastructure as Code, Bicep, Terraform

Portfolio BI logoPortfolio BI

Senior Infrastructure (Azure & M365) Engineer - New York - Hybrid

Jersey City, New Jersey, United States · Hybrid

Senior$6M raised

Portfolio BI is a platform-centric data and managed services company built for alternative asset managers. From New York, London, and Belgrade we support 175+ hedge funds and asset managers with integrated cloud, cyberse…

Skills: Azure, Microsoft 365, Infrastructure as Code, Bicep, Terraform

Portfolio BI logo

Senior Infrastructure (Azure & M365) Engineer - New York - Hybrid

Portfolio BI

New York, New York, United States • Hybrid

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  • Full-time
  • Health Care Plan, Dental Insurance, Vision Insurance, 401k, IRA, Life Insurance
  • Posted 4d ago
  • ~40 hrs/week

Responsibilities

Design, build, and automate Azure and Microsoft 365 platforms using infrastructure-as-code for managed cloud services. Serve as the senior technical lead and escalation point for clients, vendors, and Microsoft support.

Requirements

Requires 4+ years of experience with Azure and M365 infrastructure, specifically within client-facing environments like hedge funds. Proficiency in automation tools like Bicep, Terraform, and PowerShell is essential.

Full job description

Portfolio BI is a platform-centric data and managed services company built for alternative asset managers. From New York, London, and Belgrade we support 175+ hedge funds and asset managers with integrated cloud, cybersecurity, and data infrastructure under a single SLA. Our PBI Stratus platform runs a true follow-the-sun model across three time zones.

The Role

You will design, build, and automate the Azure and Microsoft 365 platforms behind our managed cloud service, with a focus on repeatable, infrastructure-as-code delivery for new and existing clients. You will be a senior escalation point for Managed Services, vendors, and Microsoft support, and partner with architects and Cybersecurity to modernize client estates.

Responsibilities:

  • Serve as the senior onsite technical lead and trusted advisor to the client's CTO and senior stakeholders
  • Design and deploy Azure and Microsoft 365 solutions using infrastructure-as-code (Bicep, ARM, Terraform, PowerShell)
  • Build Azure landing zones aligned to the Cloud Adoption Framework
  • Lead public cloud migrations: email, files, apps, servers, and identity
  • Act as senior escalation for Managed Services, vendors, and Microsoft support
  • Administer Microsoft Entra ID: conditional access, PIM, RBAC, and hybrid identity
  • Run M365 security: Defender for Endpoint/XDR, Sentinel, Purview, and Intune
  • Improve design, security, performance, and cost, and keep documentation current

Essential (Azure & Microsoft)

  • Demonstrated experience operating as a senior technical resource in a dedicated client-facing environment, preferably supporting hedge funds or alternative investment firms.
  • 4+ years with Azure and Microsoft 365 infrastructure
  • Azure compute: VMs, Availability Sets/Zones, Storage Accounts, Site Recovery
  • Azure networking: VNets, Virtual WAN, ExpressRoute, VPN Gateway, NSGs
  • Microsoft Entra ID: conditional access and hybrid identity
  • M365 admin: Exchange Online, Teams, SharePoint, OneDrive, Intune (MAM/MDM), Defender for Endpoint
  • Public cloud migrations and configuration management
  • Automation: PowerShell with Bicep/ARM or Terraform
  • Strong written documentation for infrastructure or cloud environments
  • Eligible to work in the United States

Great to Have

  • Azure governance: Policy, RBAC, Management Groups, and Landing Zones aligned to the Cloud Adoption Framework
  • Azure security and edge: Application Gateway (WAF), Firewall, DDoS Protection
  • Microsoft security and compliance tools: Purview, Sentinel, Defender for Cloud

Networking (Nice to Have)

  • Fortinet (FortiGate) firewalls
  • Cisco Meraki switches and access points
  • Ubiquiti UniFi switching, access points, and controllers
  • LAN/WAN, VLANs, routing, DNS, DHCP, and VPN

Certifications (a plus)

  • AZ-104, AZ-305, AZ-700, MS-102 or SC-300, and Fortinet NSE

Who You Are

  • Consultative, solution-focused, and proactive
  • Hands-on, accountable, and versatile
  • Always learning, and shares knowledge across the team

This is a full time role with the following employment benefits:

  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k, IRA)
  • Life Insurance (Basic, Voluntary & AD&D)
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Family Leave (Maternity, Paternity)
  • Short Term & Long-Term Disability
  • Training & Development, including support for cloud and security certifications

Portfolio BI is an equal opportunities employer and welcomes applications from all backgrounds. Candidates must have the right to work in the United States. We cannot provide visa sponsorship for this role.

Related keywords

AzureMicrosoft 365BicepARMTerraformPowerShellEntra IDConditional AccessPIMRBACDefender for EndpointSentinelPurviewIntuneCloud Adoption FrameworkVirtual WAN

About Portfolio BI

LinkedInVisit site

It’s all about data. | PBI Axiom, PBI Vector, & PBI Stratus

Industry
Financial Services
Company size
51-200 employees
Founded
2020
Headquarters
New York, NY
LinkedIn followers
6,957
Total funding
$6M

At Portfolio BI, it's all about data. PBI empowers the most sophisticated buy-side firms to take control of their portfolio and operational data. Our clients benefit from our integrated platforms, local technological expertise, seasoned financial experts, and off-the-shelf solutions. Over 175 top tier hedge funds, asset managers, family offices, funds of funds, and institutional investors have trusted PBI’s technology for over 20 years. We don't just help you access, organize, and analyze your data; we help you act on it.

Offices: 1400 Broadway, Suite 2810, New York, NY 10018, US · 30 Crown Place, London, EC2A 4EB, GB · Balkanska 2, Belgrade, 11000, RS

Enterprise Data ManagementSecurity MasterOMSPMSComplianceMSSPIT ServicesCyber SecurityData WorkflowData Analytics
View all jobs at Portfolio BI

About Portfolio BI

LinkedInVisit site

It’s all about data. | PBI Axiom, PBI Vector, & PBI Stratus

Industry
Financial Services
Company size
51-200 employees
Founded
2020
Headquarters
New York, NY
LinkedIn followers
6,957
Total funding
$6M

At Portfolio BI, it's all about data. PBI empowers the most sophisticated buy-side firms to take control of their portfolio and operational data. Our clients benefit from our integrated platforms, local technological expertise, seasoned financial experts, and off-the-shelf solutions. Over 175 top tier hedge funds, asset managers, family offices, funds of funds, and institutional investors have trusted PBI’s technology for over 20 years. We don't just help you access, organize, and analyze your data; we help you act on it.

Offices: 1400 Broadway, Suite 2810, New York, NY 10018, US · 30 Crown Place, London, EC2A 4EB, GB · Balkanska 2, Belgrade, 11000, RS

Enterprise Data ManagementSecurity MasterOMSPMSComplianceMSSPIT ServicesCyber SecurityData WorkflowData Analytics
View all jobs at Portfolio BI

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