AI-Assisted Development & Modern Technologies
- Used Cursor and AI-assisted development to improve productivity in Python, C#, and Next.js.
Microsoft Fabric & Cloud Migration
- Obtained Microsoft Certified: Fabric Data Engineer Associate credential.
- Deployed a Data Vault solution from on-prem SQL Server to Microsoft Fabric using dataflows, pipelines, and database mirroring.
- Completed a proof of concept using database mirroring and materialized lake views on Microsoft Fabric.
- Developed data-quality notebooks using Python and Great Expectations.
- Built a C# application that interfaced with the Fabric REST API to upload files, run notebooks, and orchestrate pipelines.
Microsoft Graph API Integration
- Developed an application integrating with the Microsoft Graph API for Exchange to retrieve email attachments for ingestion into an OLTP SQL Server database.
ETL & Data Integration
- Created C# script tasks to support ETL workflows within SSIS packages.
- Performed data integration across accounting systems, security reference datasets, and market-data providers.
- Integrated Bloomberg AIM trade feeds and participated in the transition to IBM MQābased integration.
- Integrated Bloomberg's REST APIābased Data License for security reference data.
- Developed and supported over 200 SSIS packages using various transformations and data sources.
- Accepted files and other data inputs from over 50 vendors as CSVs, Excel, and data streams over APIs
Data Architecture & Modeling
- Architected solutions and designed data models for complex databases, including multidimensional warehouses and Data Vault implementations.
- Integrated on-prem OLTP systems with a Data Vaultābased enterprise data warehouse.
- Implemented slowly-changing dimensions and metadata management using system-versioned temporal tables in SQL Server.
- Managed unstructured document storage using blob storage and JSON-formatted metadata.
Security & Risk Management
- Implemented an in-house rule-based security-classification system using Bloomberg reference data and portfolio-management-driven methodologies.
- Integrated Bloomberg analytics for treasury futures to support duration-risk hedging across government-debt strategies.
Portfolio Management & Reporting
- Applied extensive knowledge of master/sleeve/sub-master reporting and portfolio construction aligned with client mandates.
- Implemented GIPS-compliant portfolio and strategy performance reporting for mutual funds and separately managed accounts, including periodic and since-inception annualized return calculations.
- Integrated ETF accounting, pricing, basket creation, and order-management workflows with the in-house ODS, and produced tailored reports for market makers.
- Developed investor-facing reportsāincluding fact sheets and performance metricsāfor DoubleLine's website, including transparent ETF reporting.
Database Administration & Operations
- Maintained databases, including restoring to lower environments and implementing role-based security within a third-party Docker-based environment, with point-in-time restore capabilities.
- Optimized database performance by tuning bottleneck queries and mitigating deadlocks, blocking, and timeouts.
Development Practices & Tools
- Followed Kanban-based Agile development processes using Jira for collaboration, tracking, and requirements documentation.
- Extensively utilized SSIS ELT pushdown with Integration Services Agent orchestration, emphasizing stored-procedureādriven DML operations.