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Systems Engineering Lead

Portfolio BI

New York, New York

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JOB DETAILS
SALARY
$150,000–$165,000
SKILLS
ARM (Advanced RISC Machine), Asset Management, Atlassian JIRA, Automation, Bash Scripting, Business Intelligence, Change Control, Citrix Product Family, Citrix XenApp, Cloud Computing, Communication Skills, Computer Programming, Continuous Deployment/Delivery, Continuous Improvement, Continuous Integration, Corrective Action, Customer Relations, DHCP (Dynamic Host Configuration Protocol), DMZ, DNS (Domain Name System), Desktop Virtualization, DevOps, Develop and Maintain Customers, Disaster Recovery, Docker, Documentation, Ecosystems, Equity Securities, Financial Services, Firewalls, Follow Through, Git, GitHub, Hardware Virtualization, Hedge Funds, Help Desk, Hybrid Cloud, IT Service Management (ITSM), ITIL (IT Infrastructure Library), Incident Management, Incident Response, Infrastructure as a Service (IaaS), Internet Security, Leadership, Linux Administration, Load Balancing, Local Area Network (LAN), Microsoft Active Directory, Microsoft Certifications, Microsoft Exchange Server, Microsoft Hyper-V, Microsoft Product Family, Microsoft SharePoint, Microsoft Windows Azure, Microsoft Windows Server, Microsoft Windows System Administration, NetApp Storage Systems, Network Routing, Network Switching, Operational Improvement, People Management, Platform as a Service (PaaS), Private Funding, Problem Solving Skills, Process Improvement, Python Programming/Scripting Language, QoS (Quality of Service), Reliability Engineering, Requirements Management, Risk Analysis, Root Cause Analysis, Scripting (Scripting Languages), Service Level Agreement (SLA), ServiceNow, Software Engineering, Software Patches, Source Code/Configuration Management (SCM), Systems Administration/Management, Systems Engineering, Technical Leadership, Time Management, VMWare, VMWare ESX/ESXi, VPN (Virtual Private Network), Vendor/Supplier Evaluation, Wide Area Network (WAN), Windows PowerShell
LOCATION
New York, New York
POSTED
3 days ago
We are seeking a seasoned Sr. Systems Engineer - Onsite to serve as the primary technical presence at a high-profile financial services client. This is not a traditional support role - you will be the trusted technical lead and day-to-day partner to the client's leadership, owning the reliability, security, and continuous improvement of their entire technology environment.
You will bring deep cloud and infrastructure expertise, a strong automation mindset, and the client-facing maturity to translate technical complexity into business outcomes. You will serve as the escalation anchor for all Level 1 and Level 2 issues, partner with our engineering teams on complex initiatives, and ensure the client's environment evolves alongside their business.

Client Partnership & Onsite Leadership:
  • Serve as the senior onsite technical lead and trusted advisor to the client's CTO and senior stakeholders 
  • Build and maintain a strong client relationship grounded in technical credibility, proactive communication, and follow-through 
  • Translate business requirements into technical solutions, providing guidance on infrastructure decisions, vendor evaluations, and technology roadmap considerations 
  • Represent Portfolio BI's standards and quality of service in every client interaction 
  • Coordinate with internal engineering and delivery teams to align onsite operations with broader platform initiatives 

Infrastructure Operations & System Health:
  • Own the day-to-day health, performance, and availability of the client's cloud and hybrid infrastructure 
  • Provide hands-on support across end-user systems, server infrastructure, networking, storage, identity, and security layers 
  • Proactively monitor systems using cloud-native and third-party tools, identifying and resolving risks before they affect operations 
  • Execute and oversee operational activities, including patching cycles, backup validation, disaster recovery readiness, and scheduled maintenance 
  • Support and administer the full Microsoft 365 ecosystem, including Exchange Online, SharePoint, OneDrive, Intune, Entra ID, and Teams Calling 

 Incident & Problem Management:
  • Serve as the primary escalation point for critical incidents, ensuring timely resolution within defined SLA commitments 
  • Lead root cause analysis (RCA) efforts and implement durable corrective actions to prevent recurrence 
  • Coordinate with Level 3 engineers and product teams on high-impact or systemic issues 
  • Drive continuous improvement of incident response processes, runbooks, and escalation paths 
  • Maintain clear and timely communication with clients during active incidents, providing status updates and post-incident summaries 

 Automation, IaC & Cloud Engineering:
  • Design and maintain infrastructure-as-code (Terraform, ARM templates, Bicep) to ensure consistent, repeatable deployments 
  • Develop and enhance automation scripts (PowerShell, Python, Bash) to reduce manual operational overhead and improve reliability 
  • Contribute to and maintain CI/CD pipelines, supporting controlled deployment of infrastructure changes and configuration updates 
  • Support cloud deployments, configuration changes, and infrastructure updates under strict change control procedures 
  • Identify automation opportunities across operational workflows and lead implementation through to production 

Experience & Technical Skills:
  • 4 to 8 years of experience in systems engineering, cloud operations, or a closely related role 
  • Proven track record as a senior technical resource in a dedicated or client-facing environment, ideally within an MSP or financial services firm 
  • Strong hands-on experience with Microsoft Azure (IaaS, PaaS, hybrid architectures) - Azure Administrator Associate certification preferred 
  • Deep expertise across the Microsoft 365 ecosystem: Exchange Online, SharePoint, OneDrive, Intune, Entra ID, Teams Calling 
  • Solid command of cloud networking: VNets, VPNs, load balancing, DNS, NSGs, ExpressRoute, and hybrid connectivity 
  • Windows Server administration, including Active Directory, Group Policy, DNS, DHCP, and DFS 
  • Scripting and automation proficiency in PowerShell, Python, and Bash - you write code to solve operational problems, not just for documentation 
  • Hands-on experience with infrastructure-as-code tools: Terraform, ARM templates, or Bicep 
  • Working knowledge of CI/CD practices and version control (Git, Azure DevOps, GitHub Actions) 
  • Proficiency with monitoring and observability platforms (Azure Monitor, Datadog, Microsoft Sentinel, or equivalent) 
  • Solid networking fundamentals: LAN/WAN/DMZ architecture, routing, switching, firewalls, DHCP, and DNS 
  • Experience supporting market data platforms and vendor integrations common in financial services environments (Bloomberg, Refinitiv/LSEG, CapIQ, Advent, or similar) 
  • Excellent client-facing communication skills - able to engage confidently with both technical teams and business leadership 
 
Preferred Qualifications:
  • Prior experience in the alternative investment industry (hedge funds, private equity, asset management) 
  • Microsoft certifications such as Azure Administrator Associate (AZ-104) or Microsoft 365 Certified: Enterprise Administrator Expert 
  • Experience with cybersecurity tools: Microsoft Defender for Endpoint, Microsoft Sentinel, CrowdStrike, or Darktrace 
  • Familiarity with Citrix Virtual Apps and Desktops (XenApp) or similar application delivery platforms 
  • Exposure to containerization and orchestration: Docker and Kubernetes 
  • Experience supporting hybrid cloud and on-premises integrations, including VMware or Hyper-V environments 
  • Working knowledge of Linux server administration 
  • Familiarity with ITIL practices and ITSM tools such as ServiceNow or Jira Service Management 
  • Experience with storage and virtualization platforms: Pure Storage, NetApp, EMC, Nimble, or equivalent 
 
Core Technology Stack:
 
Category  | Technologies
Cloud  | Microsoft Azure (IaaS/PaaS), Azure Virtual Desktop, ExpressRoute, Entra ID, Azure Policy
Productivity  | Microsoft 365, Exchange Online, SharePoint, OneDrive, Teams Calling, Intune
Servers  | Windows Server 2016/2019/2022, Active Directory, VMware ESXi, Hyper-V, Citrix XenApp
Networking  | Fortinet FortiGate, Palo Alto, Cisco Meraki, VLANs, VPN (SSL/IPsec), SD-WAN (Bigleaf)
Cybersecurity  | Microsoft Defender, Microsoft Sentinel, CrowdStrike, Mimecast, Horizon AI, MFA/Zero Trust
Monitoring  | Datadog, PRTG, Azure Monitor, Jira Service Management, PagerDuty 

About the Company

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