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MONETA is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions, and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, we’ve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, which demonstrates our ability to evolve to meet the needs of those we serve.
Job Description:The Data Engineer will contribute to the development and maintenance of Moneta’s enterprise data infrastructure. This role is ideal for a technically skilled and collaborative professional who thrives in a fast-paced environment and is eager to grow within a modern Microsoft-centric data stack.
You will support the implementation of scalable data solutions, contribute to ETL/ELT pipeline development, and ensure data quality across Moneta’s analytics ecosystem. This role is a great fit for someone who enjoys hands-on engineering work, values mentorship, and is ready to take ownership of impactful data projects.
Essential Responsibilities
- Build and Maintain Data Pipelines: Develop and optimize ETL/ELT workflows using tools within Microsoft Fabric, including Dataflows Gen2, Pipeline, and Notebook experiences.
- Support Core Data Platforms: Work within SQL Server, Snowflake, and Microsoft Fabric environments to manage data lakes, warehouses, and integrations.
- Collaborate Across Teams: Partner with data architects, analysts, and business stakeholders to deliver reliable and scalable data solutions.
- Ensure Data Quality and Governance: Implement validation checks, lineage tracking, and documentation to support data integrity and compliance.
- Participate in System Integrations: Assist in building and maintaining data flows using MuleSoft to connect Salesforce, internal databases, and external platforms.
- Enable Analytics and Applications: Support the delivery of insights through Power BI dashboards and contribute to internal tooling via Power Apps.
- Engage in Continuous Improvement: Participate in code reviews, technical discussions, and learning opportunities to enhance engineering practices.
- 2–4 years of experience in data engineering or related roles.
- Proficiency in SQL and Python; experience with Microsoft Fabric ETL tools preferred.
- Hands-on experience with SQL Server, Snowflake, and MuleSoft.
- Palantir experience a plus.
- Familiarity with Power BI and Power Apps for analytics and internal tooling.
- Understanding of data modeling (dimensional and normalized), warehousing, and pipeline orchestration.
- Strong communication skills and a collaborative mindset.
- Authorized to work in the United States
This is a full-time, exempt, salary position reporting to the Director of Decision Science.
Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families:
- Paid holidays
- Paid time off (PTO)
- Employer cost-shared medical and dental insurance
- Employer-paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
- 401k Match – 50% of employee contributions up to 6% of compensation
- Discretionary annual profit-sharing bonus
- Paid parental leave
- Professional development reimbursement
- Paid volunteer time off (VTO)
- Employee referral incentive bonus program
- Onsite wellness programs & rewards
- Employee engagement activities
Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.
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