Data Infrastructure & Engineering • Design, build, and maintain a centralized data lakehouse using Microsoft Fabric, Azure Data Lake, and OneLake, consolidating data from Yardi, Argus, Juniper Square, SharePoint, Chatham, and other source systems. • Develop and manage automated data pipelines that extract, clean, and load data from all source systems into a single, reliable layer accessible to Power BI, AI models, and future tools. • Execute daily, weekly, and monthly data integrity processes crucial for supporting quantitative models and portfolio reporting. • Optimize data gathering and validation processes for efficiency and scalability as the firm’s data footprint grows. • Ensure data governance and consistency across all integrated platforms, reducing reliance on stale exports and manual reporting. Analytics & Reporting • Develop and maintain Power BI dashboards for property performance, portfolio analytics, investment underwriting, and leadership reporting. • Collaborate with cross-functional teams to develop data-driven narratives using visualization dashboards for internal asset operations and investor reporting. • Conduct research and curate datasets from internal and external sources; derive actionable insights to inform leasing, acquisitions, and capital planning decisions. • Provide financial analysis support across business units including investments, asset management, and accounting. • Translate complex data into clear, strategic insights that drive informed business strategies for senior leadership. AI Data Layer & Model Integration • Serve as the data infrastructure owner for AI initiatives including Ask Bulfinch, automated deal memos, lease abstraction, and email triage—ensuring AI models have access to clean, well-structured Bulfinch data. • Integrate Azure OpenAI and/or Claude API with the firm’s data layer, enabling AI tools to query and reason over live portfolio information. • Collaborate with the external AI Strategist and AI Steering Committee on data requirements for new AI tool builds and model deployments. • Support Dataverse implementation for structured CRM-style records, deal tracking, and Power Apps integrations where applicable. Cross-Functional Collaboration • Facilitate data capture through internal systems, enabling business owners across acquisitions, accounting, property management, and leasing to harness available information effectively. • Work closely with the IT Specialist on M365 administration, system access, security, and infrastructure to ensure a stable, secure data environment. • Support and actively contribute to Bulfinch’s AI Steering Committee, providing data infrastructure input on governance, initiative prioritization, and adoption best practices. • Collaborate with IT Specialist on technology vendor coordination and data providers including Yardi, Argus, Juniper Square, and Chatham. QUALIFICATIONS Required • 3–5 years of professional experience in data engineering, data analytics, or a related field—ideally within commercial real estate, PropTech, finance, or a data-intensive industry. • Proficiency in Microsoft database management tools including Fabric, Azure SQL, and OneLake; hands-on experience building and maintaining data pipelines across multiple source systems. • Strong command of SQL, Excel, and VBA for data transformation, querying, and automation. • Demonstrated experience with Power BI or Tableau for dashboard development and enterprise reporting. • Experience analyzing large, complex datasets with a focus on structure, integrity, and scalability. • Strong communication and presentation skills; ability to translate complex data concepts for non-technical stakeholders across acquisitions, accounting, and property management. • Bachelor’s degree in Business, Finance, Computer Science, Statistics, Data Analytics, Data Science, or a related field. Preferred • Microsoft Certified: Fabric Data Engineer Associate (DP-700) certification • Proficiency in Python, R, or similar data-centric programming languages. • Experience with relational databases and REST APIs for integrating third-party platforms. • Hands-on experience with Azure OpenAI, Claude API, or other LLM integrations for AI-powered applications. • Familiarity with Microsoft Dataverse and Power Platform (Power Apps, Power Automate). • Experience with CRE platforms such as Yardi, Argus, Juniper Square, MRI, or Chatham. • Basic understanding of accounting processes and familiarity with private equity, investment risk, or capital markets. • Working knowledge of commercial real estate fundamentals—asset classes, leasing, asset management, or investment underwriting. • Exposure to the PropTech landscape (VTS, Measurabl, CoStar, Placer.ai, etc.). • Graduate degree (MS in Data Science, Computer Science, or related field) a plus. |
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