Portfolio BI

We offer data solutions and cloud infrastructure services to buy-side firms, including alternative asset managers, hedge funds, asset managers, family offices, funds of funds, and institutional investors. We help our clients manage their portfolio and operational data through workflow, analytics, governance, and security. We provide integrated platforms, local technological expertise, and off-the-shelf solutions.

Our offerings include:

• PBI Axiom: An Order Management & Portfolio Management System (OMS, PMS) for managing order and trade workflows.
• PBI Vector: An Enterprise Data Management (EDM) and Security & Reference Master solution that integrates and transforms data, acting as a central source of truth.
• PBI Stratus: Delivers IT, Cyber Security, and Data Management services in the public cloud.

We also specialize in Enterprise Data Management, Security Master, Compliance, MSSP, IT Services, Cyber Security, Data Workflow, Data Analytics, Data Governance, Investment Technology, SaaS, Private Credit, and AI. We support over 175 financial firms and have more than 20 years of experience in the alternative investment industry. We prioritize portfolio data orchestration and cybersecurity.

We focus on creating solutions for our clients in a diverse and inclusive environment. We believe diversity drives innovation by enriching discussions and helping us serve a wide range of clients. Our culture encourages curiosity, hard work, and challenging the status quo, which helps us develop effective and creative solutions in investment technology. This approach has led to a data-driven platform that provides increased transparency and practical insights for clients.

Portfolio BI has 51 to 200 employees with offices in New York, London, and Belgrade. The company’s culture values diversity, inclusivity, open communication, and teamwork. Leaders are involved and understand the work. The environment encourages openness, values individual opinions from all levels, and builds a strong, connected community through social events. The company offers employees opportunities to expand their knowledge, build skills, and advance their careers.

We offer competitive salaries, rewarding work, and comprehensive benefits. Our benefits include medical, dental, and vision plans, plus life insurance (basic, voluntary, and AD&D). We provide retirement plans like 401k and IRA options, with employer matching contributions.

We offer generous paid time off, including vacation (starting at 23 days per year and increasing annually), sick leave, and public holidays. Family leave, covering maternity and paternity, is available, along with short-term and long-term disability.

We support professional development through training and coaching, access to platforms like A Cloud Guru and Pluralsight, and sponsored professional certifications. We also host regular office lunches and social events.

Some roles have hybrid work arrangements with comfortable offices in locations like Belgrade, while others are fully remote within Serbia. For Belgrade-based roles, we provide private medical insurance packages for employees and their families, as well as the chance for a yearly performance bonus. Interns receive mentorship and guidance, with the possibility of full-time positions.