Excel Engineer
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Key skills for this role
Role Overview
Join our Technology Solutions team in a front-office facing role supporting investment professionals through Excel engineering, workflow automation, and hands-on user engagement. You will partner with PMs, analysts, traders, and technology teams to build and support robust Excel-based tools that improve workflow efficiency, data access, and analytical capabilities across the investment process.
Key Skills for This Role
Full Job Posting
Role Overview
Join our Technology Solutions team in a front-office facing role supporting investment professionals through Excel engineering, workflow automation, and hands-on user engagement. You will partner with PMs, analysts, traders, and technology teams to build and support robust Excel-based tools that improve workflow efficiency, data access, and analytical capabilities across the investment process.
Key responsibilities include
- User Enablement & Support: Support investment professionals using Excel-based tools through troubleshooting, training, and day-to-day user engagement.
- Excel Application Engineering: Design, develop, and maintain Excel-based applications, models, and add-ins using C#, .NET, VBA, and Excel add-in technologies.
- Workflow Optimization & Best Practices: Improve workbook and add-in performance, including calculation efficiency, memory usage, and data access patterns and promote best practices for Excel model design.
- Data Integration & Automation: Develop automation and data integrations across Excel workflows and underlying data platforms.
- Incident Management & Continuous Improvement: Investigate production issues, perform root-cause analysis, and improve diagnostics, logging, and support tooling.
- Stakeholder Collaboration: Partner with investment professionals and central technology teams to identify workflow improvements, prioritize enhancements, and deliver scalable solutions.
Qualifications & Requirements
- Strong experience developing and supporting Excel-based applications, analytical models, or front-office tooling within an investment or financial services environment.
- Deep understanding of Excel workbook design, calculation behavior, performance optimization, and stability in complex user workflows.
- Strong C# and .NET development skills, including experience building Excel integrations, automation, or add ins; VBA experience is helpful.
- Experience working in a highly user-facing role, partnering with PMs, analysts, traders, or other business users.
- Strong troubleshooting and problem-solving skills, with the ability to diagnose production issues and communicate clearly with both technical and non-technical stakeholders.
- Experience with SQL and data integration across enterprise data platforms; Python is a plus.
- Familiarity with Excel add-in frameworks such as Excel-DNA, Add-in Express, or similar technologies.
Preferred Experience
Experience supporting Excel add-ins and Office deployments in enterprise Windows environments.
Experience diagnosing issues with third-party Excel add-ins (e.g. Bloomberg, Visible Alpha) used in financial workflows (e.g., market data, research, and productivity tools). Familiarity with AI/Office add-ins (e.g. Claude for Office) is a plus.
Familiarity with Microsoft technologies such as Office 365, SharePoint, and Power BI.
Experience with scripting languages such as PowerShell or Bash.
Education, Training & Experience
3+ years of relevant experience within an investment bank, asset manager, hedge fund, or related software provider.
Degree in Computer Science, Data Science, Finance, or a related field.
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