Senior Data Engineer

Salary: $130,000 - 200,000 CAD Depending on experience.

Data Engineer

Copia Wealth Studios

About Copia Wealth Studios

Copia Wealth Studios is building the next generation of wealth management technology. Our platform brings together portfolio data, performance analytics, and AI-powered insights to help advisors and their clients make better financial decisions. We're a small, focused team where engineers own meaningful pieces of the product end-to-end.

The Role

We're hiring a Data Engineer to design and operate the data infrastructure that powers our wealth platform. You'll build the pipelines that ingest custodian feeds, market data, and alternative asset information, and you'll shape the data layer that our AI features and client-facing analytics depend on.

This is a high-autonomy role. You'll set direction on tooling, architecture, and priorities, and ship without a lot of hand-holding. If you like having clear ownership and the freedom to make real decisions, you'll fit in here.

What You'll Do

• Design, build, and maintain ETL/ELT pipelines for financial data from custodians (BAA, JPMorgan, Goldman Sachs, Northern Trust, Merrill Lynch, Schwab, IBKR, and others), market data providers, and third-party sources
• Model and warehouse data to support both real-time client experiences and downstream AI/ML workloads — including portfolio analytics, performance calculations (TWR/MWR), and cost basis tracking
• Partner with our AI team to prepare datasets, feature stores, and retrieval pipelines for LLM-powered features — handling vector embeddings, RAG infrastructure, and intelligent data normalization
• Own data quality, lineage, and observability across the platform — including custodian reconciliation, duplicate detection, and transaction classification
• Make pragmatic infrastructure decisions (orchestration, storage, transformation) and evolve the stack as we grow — including portfolio between direct API integrations and portal automation approaches
• Lead forensic analysis of data anomalies (phantom dates, misclassified holdings, settlement issues) and implement preventative validation frameworks

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• Mentor junior engineers on financial data modeling, custodian integrations, and compliance requirements

What We're Looking For

Core Requirements

• 3+ years of data engineering experience, with significant time in WealthTech, FinTech or another regulated financial environment
• Expert-level SQL and PostgreSQL — complex CTEs, window functions, composite types, performance optimization, and ability to diagnose and fix N+1 queries and constraint violations in pure SQL
• Strong Elixir and/or Python skills — ETL scripting, package management, and integration with modern data tooling
• Expertise with AWS S3, AWS RDS Aurora Postgres, AWS Transfer Family is a must

Financial Domain Expertise

• Direct experience building data systems that feed AI/ML and LLM-powered products — vector stores, embedding pipelines, RAG infrastructure, feature stores for models in production, and intelligent data normalization layers
• Deep familiarity with financial data systems: portfolio accounting, holdings vs. transactions modeling, custodian file formats and integration patterns, performance and risk calculations (TWR, MWR, Modified Dietz), settlement conventions, dividend/interest accrual logic, asset class handling (equities, fixed income, alternatives), and cost basis and tax lot tracking

Soft Skills

• A track record of working independently — scoping problems, making decisions, and shipping without close supervision
• Clear written communication — you document architectural decisions, explain data lineage, and are the source of truth on how the system works

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• Pragmatism over perfectionism — willing to make trade-offs between competing requirements (real-time vs. batch, accuracy vs. latency, direct connects vs. portal automation)
• Ability to talk to clients and understand their needs

What Makes You Stand Out

• Experience debugging and remediating data quality issues at scale — you've tracked down misclassified holdings, resolved phantom dates, reconciled custodian drift, and implemented preventative frameworks
• Portfolio management or wealth platform background — you understand how advisors, family offices, and RIAs actually use portfolio data
• Alternative asset data experience — private equity capital calls, fund admin portals, K-1 documents, or similar illiquid asset handling
• Multi-custodian integration experience — you've built and maintained connectors to multiple custody platforms and understand their idiosyncrasies
• Proven ability to own end-to-end systems — from custodian file parsing through to client-facing analytics, including validation, error handling, and monitoring

Why Copia

• Ownership over a critical part of the platform from day one, the data layer touches everything we build
• Solve real problems: custodian integrations, data quality at scale
• Work directly with founders and a team that values judgment over process — no unnecessary meetings or red tape
• Remote-first, with flexible hours: work from anywhere
• Competitive salary and equity