Choreo · 9 hours ago
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.
Advice
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
Qualification
Required
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
Preferred
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
Benefits
Competitive salary and bonus plan
Competitive medical, dental, and vision plans
Basic life and disability coverage
401(k) matching program
Financial support for approved designations and courses
Technical, leadership, sales training opportunities
Unlimited, discretionary time off
Paid parental leave
Company
Choreo
Choreo is a investment advisory firm.
Funding
Current Stage
Growth StageLeadership Team
Recent News
Yahoo Finance
2025-10-16
2025-09-12
2025-09-12
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