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James Shen

4.84
from 85 reviews
Jobs
Sr. Product Manager - FinTech:
New York, United States
DIRECT HIRE
  • TERMS: direct hire
Sr. Product Manager - FinTech: Our direct client, a fast-growing FinTech firm in New York City, is looking for a Sr. Product Manager.  In this role, you will be focusing on alternative investments. The position will offer this individual the opportunity to work with and support the head of the Advisor Platform Product team on multiple projects.   4 days onsite work in the NYC midtown office is required.  The base salary is in the $200-250K range DOE, plus generous bonus and stock options.  Responsibilities
  • Execute strategic initiatives of the Advisor Platform organization, including the follow-through and delivery of our initiatives to reimagine and rearchitect the platform, in partnership with the technology organization. Hold teams accountable for delivery and drive us towards our goals.
  • Lead product efforts for large scale new business initiatives from original ideation through phases of delivery and timely execution
  • Drive cohesiveness across teams within the Advisor Platform group to ensure the entire organization is rowing in the same direction with a singular set of priorities.
  • Identify areas of inefficient or suboptimal process across the team and drive change that sets the firm up for 10x growth & scale.
  • Be a vocal senior member of the Product organization, meeting with internal stakeholders to keep leadership abreast of team and project updates.
  • Build relationships outside of Product to organically begin connecting the dots across the company and solidifying a cohesive go-to-market for the Advisor Platform.  
  • Manage, lead, and execute one-off projects that support the growth of the Advisor Platform globally, such as the liaising with Product leads across the globe as we build a singular platform that serves our global business.
  Qualifications
  • 7-10+ years in a strategic Product focused role.
  • Finance/fintech experience is preferred.
  • Bachelor’s degree required, advanced degree a plus.
  • Exceptionally strong organizational skills and communication skills are required.
  • Able to work with cross-functional teams and manage multiple products; Experience organizing and directing multiple teams and departments.
  • Experience in planning and leading strategic initiatives.

SDET - Hybrid:
New York, United States
DIRECT HIRE
  • TERMS: direct hire
SDET – Hybrid: Our direct client, a fast-growing FinTech firm, is looking for a Software Developer in Test (SDET).   In this role, you’ll bring practical knowledge of agile development methodologies and engineering best practices. You’ll work closely with the Development and Testing team. The ideal candidate would be an independent individual contributor who can understand existing automation test frameworks and has an ability to enhance and implement the same and should also be able to work with other engineers and product managers to support feature-based testing. This position can be in NYC or Greenwich, 3 days per week onsite is expected.  Base salary in the $110-145K range, DOE plus generous bonus and stock options.   Responsibilities
  • Build and implement robust automated test suites.
  • Integration of automated test suites with the current build and deployment processes.
  • Maintenance of automated tests to accommodate changes in system design and architecture.
  • Integration of Automation framework with existing tools (JIRA).
  • Create/Manage/Utilize Defect workflows with automated test execution.
  • Design and publish meaningful metric to support automation test creation and execution.
  • Build and implement performance test suites.
  • Perform all types of testing – Functional. API, Automation, Performance and Load.
Qualifications
  • 3 - 10 years of experience with QA engineering delivery experience
  • 3+ years of delivery within Agile SDLC/teams ideally with CICD
  • Programming experience in Java with focus on behavior driven development (BDD) and test-driven development (TDD) and design patterns, ideally within continuous integration (CICD)
  • Experience with Java microservices and REST APIs and exposure to React front end
  • Agile development approach
  • Technologies: Java, JavaScript, IntelliJ/Eclipse
  • CI/CD: Maven, Sonar, Git, Teamcity/Jenkins, Docker
  • Exposure to banking and/or finance environments preferred
  • Testing: Junit, WebdriverIO, Protractor, JMeter or similar

Lead SDET - Hybrid:
New York, United States
DIRECT HIRE
  • TERMS: direct hire
Lead SDET – Hybrid: Our direct client, a fast-growing FinTech firm, is looking for a Lead Software Developer in Test (SDET).  In this role, you’ll bring practical knowledge of agile development methodologies and engineering best practices. As a Software Developer in Test (SDET), you’ll work closely with the Development and Testing team. The ideal candidate would be a combination of a hands-on developer who has some managerial experience, and who can understand existing automation test frameworks and has an ability to enhance and implement the same and should also be able to work with other engineers and product managers to support feature-based testing. This position can be in NYC or Greenwich, 3 days per week onsite is expected.  Base salary in the $150-170K range, DOE plus generous bonus and stock options.   Responsibilities
  • Managing a mid sized team
  • Build and implement robust automated test suites.
  • Integration of automated test suites with the current build and deployment processes.
  • Maintenance of automated tests to accommodate changes in system design and architecture.
  • Integration of Automation framework with existing tools (JIRA).
  • Create/Manage/Utilize Defect workflows with automated test execution.
  • Design and publish meaningful metric to support automation test creation and execution.
  • Build and implement performance test suites.
  • Perform all types of testing – Functional. API, Automation, Performance and Load
Qualifications
  • 8+ years of experience with QA engineering delivery experience
  • 4+ years of delivery within Agile SDLC/teams ideally with CICD
  • Experience managing a team
  • Programming experience in Java with focus on behavior driven development (BDD) and test-driven development (TDD) and design patterns, ideally within continuous integration (CICD)
  • Experience with Java microservices and REST APIs and exposure to React front end
  • Agile development approach
  • Technologies: Java, JavaScript, IntelliJ/Eclipse
  • CICD: Maven, Sonar, Git, Teamcity/Jenkins, Docker
  • Exposure to banking and/or finance environments preferred
  • Testing: Junit, WebdriverIO, Protractor, JMeter or similar
  

Data Analytics Engineer:
New York, United States
DIRECT HIRE
  • TERMS: direct hire
Data Analytics Engineer: Our direct client, a fast-growing fintech firm, is looking for an Analytics Engineer to measurably drive growth for our business using data. This involves defining and calculating KPIs for our business teams, transforming raw source data into processed business data, creating live dashboards to monitor performance, identifying driver metrics and statistical correlations, and finally working with business teams to implement data insights.  This role will sit in the Analytics group within the Data & Analytics team and will work closely with the Data Engineering and Data Science teams. On the technical side, this position will interface with our entire data stack of Airbyte, Snowflake, dbt, Airflow, Python and Tableau (among others). On the business side, you will work with our sales, marketing, and product teams to drive top-line growth metrics (e.g. sales, usage, conversion). This is a technical role where you will be frequently writing code. Ideal candidates will be able to understand complex business problems, develop execution plans, implement all aspects of the project technically, and finally present on their work.  This position is based in New York City, 4 days per week onsite is expected the base salary is in the $120-150K range, DOE, plus bonus and stock options.   Responsibilities 
  • Write Python and SQL (in dbt) to extract, transform, validate, and aggregate data. 
  • Create Tableau dashboards for various business teams, charting key metrics, and performing exploratory data analysis. 
  • Develop statistical models and construct data-driven experiments. 
  • Convert data insights into concrete, action-oriented, and phased execution plans that measurably grow various business metrics over time. 
  • Work closely with our engineering, product, and business teams to form a thorough understanding of our industry and evolving data model. 
  • Drive projects to completion by gathering business requirements, implementing technical solutions, following software best engineering practices, and presenting on results. 
Qualifications 
  • Bachelor’s degree or higher in Computer Science, Economics, Mathematics, Statistics, or a related technical field 
  • 3- 5 years of experience in a data-related role 
  • Excellent knowledge of SQL (dbt experienced preferred) 
  • Excellent writing, communication, and presentation skills 
  • Knowledge of Python, Microsoft Excel, and intermediate statistics
  • Knowledge of a business intelligence tool (e.g., Tableau, Looker, PowerBI) 
  • Knowledge of data modeling, relational databases, normalization, OLAP stores
  • Familiar with data governance principles, data stewardship, traceability, lineage 
  • Prior experience with end-to-end project delivery (e.g., requirements gathering, scoping, working within large organizations, presenting on project plans and results) 
  • Detail-oriented, naturally curious, and willing to question to status quo to understand business needs 
  • Prior experience working in software engineering teams (e.g., Agile, SLDC) preferred  
  • Prior experience in the financial services and alternative investments preferred 
  • Knowledge of application development, cloud infrastructure, networking and/or machine learning preferred 

Implementation Backend Engineer - Hybrid:
New York, United States
DIRECT HIRE
  • TERMS: direct hire

Implementation Backend Engineer: Hybrid Our direct client, a fast-growing FinTech firm in New York City, is looking for multiple Backend Implementation Engineers.  We are seeking a highly motivated and versatile Engineer to lead integrations with back-end APIs. This role involves working directly with clients to ensure seamless integration of our technology into their systems. You will be responsible for designing, piloting, and scaling integration solutions, building tools to debug and enhance customer implementations, and driving technical leadership throughout the integration lifecycle. For this role, 3-4 days onsite work in the NYC office is required, the base salary is in the $150-180K range, DOE.  Key Responsibilities:
  • Design & Architect External Integration Solutions: Partner with clients to design and architect scalable API integration solutions with client systems. Develop workflows that ensure seamless communication between external stakeholders' infrastructure and the company’s platform, focusing on security, scalability, and performance.
  • Lead Client Integration Sessions: Serve as the technical lead in client-facing integration scoping meetings. Provide architectural guidance, conduct technical discovery, and ensure that all client requirements are understood and incorporated into the integration design.
  • Internally Focused Tool Development: Build and maintain internal tools, scripts, and frameworks to streamline the integration process. These tools will enhance efficiency and reduce manual effort by providing clean testing data and functionality to improve overall project timelines, supporting both development and production environments.
  • Hands-on Debugging & Technical Troubleshooting: Act as the primary technical point of contact for debugging and resolving integration issues in client environments. Work directly with customers to diagnose and fix issues that arise during the integration and deployment phases, ensuring smooth production rollouts.
  • Custom Solution Development: Design tailored solutions for clients based on specific requirements and system constraints. Translate high-level business needs into detailed technical designs that align with client infrastructure and ensure successful integration.
  • Internal Coding Standards & Automation: Establish and maintain best coding practices for the development of internal integration tools. Automate repetitive tasks and optimize tool performance to accelerate integration timelines and reduce operational friction.
  • Collaborate with Core Engineering Teams:  Work closely with internal engineering teams to design, iterate, and refine the APIs and data models that underpin client integrations based on feedback and technical insights from client-facing projects. Ensure APIs are robust, well-documented, and evolve the product by ensuring real-world customer requirements and challenges are reflected in future platform architecture.
  • Monitoring & Optimization: Implement and monitor real-time integration performance for external clients. Identify bottlenecks, optimize data flows, and ensure systems can scale according to the growing needs of customers.
  • Support Security & Compliance: Ensure that all externally facing integration solutions adhere to the highest security standards, including encryption and access control, and comply with industry-specific regulations. Address any potential vulnerabilities or compliance gaps proactively.
Required Skills & Experience:
  • API Expertise: 5-10 years of experience in data integration with strong focus on Python API implementation (preferably RESTful APIs and FastAPI).
  • Data Model Mastery: Proven expertise in managing data models and system workflows in the alternative investment ecosystem, working with fund administrators, custodians, and other service providers.
  • Cloud Architecture Experience: Experience developing within modern cloud-based architectures (e.g. AWS, Azure, GCP)
  • Technical Leadership: A strong track record of leading complex integration projects from start to finish, including requirements gathering, design, and implementation.
  • Problem Solving: Strong problem-solving skills with the ability to debug complex integration issues and provide scalable, reliable solutions.
  • Project Management: Ability to manage multiple projects simultaneously, ensuring technical excellence and meeting client deadlines.

Sr. DevOps/SRE - Hybrid:
New York , New York, United States
DIRECT HIRE
  • TERMS: direct hire
Sr. DevOps/SRE  – Hybrid: Our direct client, a fast-growing FinTech firm in New York City, is looking for a Senior DevOps/SRE Engineer to develop and maintain the production and development environments for a multi-party application. This role will utilize strong DevOps principles and advanced cloud capabilities to facilitate the infrastructure and automated CI/CD for a distributed ledger platform. The ideal candidate is a highly collaborative, creative, and intellectually curious DevOps Engineer. The person in this role should have solid experience in Site Reliability Engineering and is passionate about forming and implementing cutting-edge cloud computing capabilities.  2 or 3 days onsite work in the NYC midtown office is required.  Base salary is in the $160-200K range DOE, plus generous bonus and stock options.    Responsibilities 
  • Design, implement, and manage AWS cloud infrastructure using Terraform and CloudFormation. 
  • Develop and maintain CI/CD pipelines using GitLab for seamless code deployment and integration. 
  • Collaborate with blockchain engineers to ensure optimal performance and security of the distributed ledger technology (DLT). 
  • Monitor system performance using Grafana, Prometheus, and Datadog, and proactively address system issues. 
  • Ensure high availability and reliability of the application across the end-to-end tech stacks. 
  • Collaborate with cross-functional teams to understand needs and deliver solutions that meet business objectives. 
  • Lead and mentor junior team members, fostering a culture of continuous learning and improvement. 
  Qualifications 
  • 8+ years of experience in DevOps, TechOps, or SRE, including at least 5 years working with AWS 
  • Strong desire to experience microservices in a production environment, particularly with Docker and Kubernetes 
  • Strong Linux OS-level, command-line and scripting knowledge (e.g., Bash, Python), and configuration management principles 
  • Applicants should have a working knowledge of databases such as MongoDB, Postgres, and DynamoDB 
  • Experience in architecting, implementing, and managing monitoring tools such as Prometheus/Grafana, CloudWatch, Splunk, Datadog, NewRelic, and ELK in the cloud 
  • Experience with compute provisioning on Cloud-based platforms using Terraform and/or CloudFormation 
  • Exceptional analytical skills, able to apply knowledge and experience in decision-making to arrive at creative and commercial solutions 
  • Experience in building a Microservice-based architecture 
  • Excellent verbal and written communication skills 
  • Able to design and implement complex, but easily managed, automated infrastructure 
  • A desire to share knowledge, teach, and learn as part of a collaborative team 
  • AWS certifications are a plus 
  • Experience developing or integrating with blockchain applications is preferred, but not required 

Data Scientist:
New York, United States
DIRECT HIRE
  • TERMS: direct hire
Data Scientist: Our direct client, a fast-growing fintech firm, is seeking a Data Scientist.  The AI/ML team is developing cutting edge solutions to establish a unique competitive edge for the company. The Data Scientist role will play a key role in developing AI models and engineering firm’s core machine learning and AI products. This individual will be working in a collaborative team environment across machine learning, product management, data engineering, and software engineering teams. The ideal candidate will be passionate about leveraging machine learning techniques to drive innovation and have a strong background in researching and developing AI models. This position is based in New York City, 4 days per week onsite is expected the base salary is in the $140-160K range, DOE, plus bonus and stock options. Responsibilities
  • Build and integrate AI/ML/DS tools and workflows to address business needs and increase business efficiency. 
  • Support the design, development, training, and deployment of AI/ML models and engineering solutions to solve business problems through a full development and production cycle in the FinTech domain. 
  • Build and leverage new and existing tools for Large Language Model (LLM), Natural Language Processing (NLP), Optical Character Recognition (OCR), and intelligent document processing tasks. 
  • Evaluate and compare the performance of different AI/ML algorithms and models. 
  • Contribute to the improvement of Machine Learning Operations (MLOps) pipelines and procedures to ensure efficiency, scalability, and maintainability. 
  • Ensure the reliability, robustness, and scalability of machine learning models in production environments. 
  • Collaborate with cross-functional teams, including machine learning engineers, product managers and full stack engineers, to deliver scalable machine learning solutions. 
Qualifications
  • 4+ years of experience as a hands-on data scientist or AI/ML engineer in AI/ML/DS fields 
  • Advanced degree in a relevant field such as AI, ML, Data Science, mathematics, or computer science. 
  • Experience building ML and AI models and systems in a production environment in at least Generative AI/LLM or NLP applications 
  • Experience working with LLM, such as GPT-4, Llama 3, Mistral, and other commercial or open-source models in a production environment 
  • Knowledge of NLP techniques, including text data preprocessing (tokenization, stemming, and text normalization, etc.) and information extraction (summarization, and question answering, etc.) 
  • Proficiency in programming languages in Python, and libraries/frameworks like TensorFlow, PyTorch, spaCy and scikit-learn, etc 
  • Strong knowledge of machine learning algorithms and statistical techniques, their limitations, and implementation challenges 
  • Experience with cloud platforms and distributed computing environments, such as AWS, Google Cloud, or Azure 
  • Direct contributions to experiments, including designing experimental details, writing reusable code, running evaluations, and organizing results 
  • Strong problem-solving skills and able to work independently and collaboratively in a fast-paced, agile environment 
  • Strong communication skills and able to effectively articulate technical concepts to both technical and non-technical audiences 
  • Experience with data visualization tools and techniques to effectively communicate and present findings 
  • Publication record as a lead author or essential contributor at top venues such as CHI, NeurIPS, UIST, ICML, ICLR, ACL, EMNLP, CVPR, AAAI, and/or ICAPS 
  • Portfolio of personal projects on Github, BitBucket, Google Colab, Kaggle, etc. 
  • Understanding of regulatory and compliance requirements in the financial industry and their implications for machine learning applications 
  • Experience with software development best practices, including source control (Git), CI/CD pipelines, testing, and documentation 
  • Familiar with database integration principles and practices, including SQL and NoSQL databases and data warehouse solutions, such as Snowflake 
  • Experience with data transformation tools, such as dbt, and orchestration tools such as Airflow 

Coupa Consultant - Remote:
New York, United States
CONTRACT
  • TERMS: contract
Sr. Coupa Consultant - Remote: Our direct client, a fast-growing fintech firm NYC, is seeking a Sr. Coupa Consultant to join the Corporate Finance team.  This role will directly support the company’s Coupa implementation and other financial transformation initiatives by adapting technology to match business processes through system administration and change management.  The individual will work closely with the Finance team to support end users and maintain existing business software while also acting as a key contributor on various technical enhancement projects.  The primary focus will be on Coupa, NetSuite, and related applications. This contract position is for 6 months with likely extension thereafter.    Although this position can be performed remotely, the client’s offices are located in NYC, Greenwich, CT, and Princeton, NJ. Therefore, availability during Eastern Time business hours is required.  In addition to having strong hands-on Coupa skills, the ideal candidate will be an expert program manager, capable of organizing and structuring a large portfolio of concurrent projects. This role will lead and execute the implementation of project best practices while balancing SDLC considerations. This person will have a passion for efficient systems and thoughtful design. This individual should be comfortable conducting information gathering across all areas of the organization and should be able to synthesize that information into clear business process documentation. The candidate will possess strong expertise in both Coupa and ideally NetSuite as well, be well versed in the entire P2P lifecycle, and possess basic understanding of financial accounting, and a company understanding of data fundamentals. Responsibilities
  • Lead and manage large-scale implementation, and enhancement projects; objectives, timelines, resources, risks, statuses, action items, key decisions, business readiness, etc.
  • Design, build, and manage integrations between Coupa and NetSuite and other financial systems.
  • Serve as a Coupa Subject Matter Expert (SME), driving enhancements and shaping the strategic direction of the application.
  • Serve as a PMP on multiple initiatives across various teams to implement projects, integrations, system enhancements, data stewardship, etc.
  • Set meeting agendas, track meeting minutes and action items.
  • Act as a liaison between Finance, Technology, Data, and other cross-functional teams.
  • Lead project management with third parties and consulting teams.
  • Coordinate scheduling and communications for system upgrades and deployments.
  • Identify process efficiencies and make recommendations on process improvements.
  • Manage business requirements documents along with policies, procedures, processes and communications.
  • Assist with Coupa administration and provide support for ticket resolution.
Qualifications
  • Experienced Coupa administrator
  • Coupa certification is preferred
  • 10+ years of full cycle software implementation projects
  • 6+ years of experience in a related field
  • Project manager on at least 5 full implementations
  • PMP is preferred
  • Experience working with NetSuite is preferred
  • Consistently strong communicator across audiences of various sizes and levels of the organization
  • Comfortable with constructive conflict and outcome-focused debate
  • Demonstrated ability to troubleshoot and resolve ad hoc requests
  • Experience supporting integrations is a plus
  • Accounting/finance related experience is preferred
  • Understanding of accounting and security controls
  • Experience with M&A activities (process adaptation, data migration, etc.) is preferred
Immediate interview and start - send resume today for immediate consideration!