Waverly Advisors, LLC · 12 hours ago
M&A Data Integration Engineer
Waverly Advisors is a growing organization focused on serving clients through in-depth financial planning and wealth management. They are seeking an M&A Data Integration Engineer to design and build data pipelines, supporting the integration of acquired data across the business.
FinanceFinancial ServicesImpact Investing
Responsibilities
Build and maintain Python and PySpark data pipelines in Azure Databricks to support M&A data migrations and integrations
Develop automated ETL/ELT workflows for financial and operational systems
Implement data validation, reconciliation, and data quality checks to ensure accuracy and audit readiness
Support onboarding of acquired entities through system mapping, transformation logic, and migration execution
Work with APIs, cloud storage, databases, and flat files to integrate diverse data sources
Collaborate with IT, Finance, Operations, and Compliance to translate business needs into scalable data solutions
Document data pipelines, Databricks notebooks, and integration standards as the platform matures
Track work and dependencies using project management tools (e.g., Monday.com)
Qualification
Required
1–4 years of Python development experience, preferably in a data engineering or backend role
Hands-on experience with Azure Databricks and PySpark
Strong SQL skills and experience working with relational or analytical databases
Experience building data pipelines, migrations, or system integrations
Curiosity, coachability, and a strong desire to grow technical depth and ownership
Preferred
Experience supporting M&A integrations or working with financial / transactional data
Familiarity with Azure data services (ADLS, Azure SQL, Synapse)
Experience with Data Lake and modern data architecture concepts
Exposure to CI/CD, automation, or data platform tooling
Familiarity with portfolio management systems (Orion, Tamarac, Black Diamond)
Benefits
Comprehensive Health, Dental, and Vision coverage to support your overall well‑being.
401(k) retirement plan with match and profit sharing to help you invest in your future.
Twelve paid holidays each year.
An extra vacation day during your birthday week—so you can celebrate you!
Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.
Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.
Compensation commensurate with experience.
Company
Waverly Advisors, LLC
Welcome to Waverly Advisors, LLC—simplifying the complexities of wealth management and financial planning since 1999.
Funding
Current Stage
Growth StageTotal Funding
$30.05M2023-07-25Private Equity· $30.05M
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