Technical Engineer IV

About Allvue

We are Allvue Systems, the leading provider of software solutions for the Private Capital and Credit markets. Whether a client wants an end-to-end technology suite, or independently focused modules, Allvue helps eliminate the boundaries between systems, information, and people. We're looking for ambitious, smart, and creative individuals to join our team and help our clients achieve their goals. Working at Allvue Systems means working with pioneers in the fintech industry. Our efforts are powered by innovative thinking and a desire to build adaptable financial software solutions that help our clients achieve even more. With our common goals of growth and innovation, whether you're collaborating on a cutting-edge project or connecting over shared interests at an office happy hour, the passion is contagious. We want all of our team members to be open, accessible, curious and always learning. As a team, we take initiative, own outcomes, and have passion for what we do. With these pillars at the center of what we do, we strive for continuous improvement, excellent partnership and exceptional results. Come be a part of the team that's revolutionizing the alternative investment industry. Define your own future with Allvue Systems!

Job Summary

This role is responsible for leading the implementation and configuration of financial software solutions to meet complex client business requirements. The position partners closely with clients to understand their operational and financial needs, translating those requirements into effective system configurations, integrations, and reporting solutions. The role collaborates cross-functionally with Business Analysts, Technical Solutions, QA, and Product teams, while leveraging advanced SQL expertise to design accurate, client-specific financial reports. It requires strong ownership, independent problem-solving, and the ability to mentor junior team members, all within a fast-paced, client-driven environment. The ideal candidate brings deep technical proficiency, strong communication skills, and significant experience in financial software implementations, with a solid understanding of financial concepts and industry practices.

Responsibilities
• Implement and configure the software to meet business requirements
• Understand the clients' business need related to the software and provide consultative solutions
• Understand the functional impact of various configuration options and offer recommendations
• Collaborate with internal team: Business Analysts, Technical Solutions, QA, Product
• Build product knowledge through training, self-directed research / testing, and working with senior team members
• Design and generate tailored reports leveraging advanced SQL query writing to meet specific client needs, ensuring accuracy and clarity in financial data analysis.
• Demonstrate ownership of assigned tasks, and work both independently and as part of a team
• Support junior team members by sharing knowledge and experience gained through implementations

Requirements

Required Skills
• Strong proficiency with SQL, T-SQL, and a willingness to work primarily within MS SQL Server
• Hands-on experience implementing interfaces to third-party systems using XML/Xpath, XSLT, and SQL tools.
• Evaluate clients' existing business processes to define requirements. Using those requirements, build and deliver a customized implementation of our system, streamlining and automating where possible
• Understanding of financial terms and ability to translate into Technical Requirements
• Exceptional communication skills (written and verbal) and be adept at listening and soliciting feedback
• Must be a resourceful problem solver and self-starter, and able to communicate effectively

Preferred Skills
• Financial software implementation/project management/business analysis experience
• Strong understanding of Private Credit/ABL/CLO or Trade Portfolio/Investment Compliance preferred
• Familiarity with Jira and Agile development practices
• Experience with tools like Git, ADO, and advanced Microsoft Excel principles
• Desire to learn new skills, technology platforms and further finance knowledge
• Ability to thrive in a fast-moving environment and successfully manage multiple competing priorities
• Detail-oriented & strong work ethic

Language Skills
• English (reading, writing, verbal)

Education/Certifications
• Bachelor of Science degree from an accredited university in a relevant field
• 7+ years of relevant working experience

What We Offer

• Health Coverage options along with other voluntary benefits
• Enterprise Udemy membership with access to thousands of personal and professional development courses
• 401K with Company match up to 4% or Employee Pension plan
• Competitive pay and year-end bonus potential
• Flexible PTO
• Charitable Donation matching, along with Volunteer and Voting PTO
• Numerous team building activities to promote collaboration in a fun and fast-paced work environment

EEOC Statement

Allvue Systems provides equal employment opportunities (EEO) for all employees and applicants for employment. We recognize the real value of bringing people together from diverse backgrounds, experiences and perspectives - we don't just accept difference, we celebrate and support it. We are committed to advancing these efforts through our strategies to hire, promote, create and support a diverse and inclusive environment throughout our workforce and workplace. It is our policy to prohibit discrimination and harassment of any type without regard to race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. In addition, Allvue will provide reasonable accommodations for qualified individuals with disabilities.