Associate Director, Data Engineering and Development

Choreo is a wealth management firm focused on providing innovative financial planning services. They are seeking a versatile Data Engineer & Power Platform Specialist to develop and optimize SQL-based data pipelines and contribute to projects across the Microsoft Power Platform, enhancing automation and analytics capabilities.

Responsibilities:

• Provide leadership of the Performance Team, ensuring effective use of Black Diamond for data aggregation, performance reporting, and regulatory reporting
• Design, build, and maintain ETL processes and SQL pipelines that power enterprise reporting and analytics
• Develop, optimize, and document SQL Server stored procedures, views, and data transformations
• Ensure high-quality, well-structured, and auditable data across Choreo’s production systems
• Support data conversions and integration efforts during M&A onboarding projects
• Enhance existing Power BI datasets, reports, and dashboards based on advisor and leadership feedback
• Improve data models for scalability, performance, and ease of maintenance
• Partner with business teams to translate requirements into meaningful analytics solutions
• Build and maintain low-code automations and integrations using Power Automate and Power Apps
• Explore and experiment with emerging AI tools and capabilities (e.g., Copilot Studio, ChatGPT) to streamline processes
• Support internal innovation projects designed to streamline workflows and improve the client experience

Requirements:

• Bachelor's degree required with a preference for computer science or a related focus
• 3 to 6 years of experience in SQL data engineering, ETL, or related analytics roles
• Strong proficiency in SQL and data modeling (views, stored procedures, query optimization, data modeling); experience with Microsoft SQL Server preferred. Equivalent experience with other relational databases (e.g., PostgreSQL, MySQL, Oracle) will be considered
• Working knowledge of Power BI and the broader Power Platform required (Power Automate, Power Apps)
• Familiarity with APIs, JSON, and data integration patterns, and working knowledge of Python or other scripting languages used in data engineering (e.g., R, Scala)
• Comfort working with version control and documentation best practices
• A growth mindset—curious, collaborative, and eager to explore new technologies
• Experience with Azure Data Services (Azure SQL Database, Data Factory, Synapse) is preferred. Equivalent experience in other cloud platforms (e.g., GCP, AWS) will be considered
• Experience with AI-driven automation tools (e.g., Copilot Studio, ChatGPT, Vertex AI) is a plus