Lead Data Engineer - Full-Stack
About the job
- At least 5 years of hands-on experience in data engineering, ETL development, and data migration across the full data lifecycle.
- Strong SQL skills, including complex queries, stored procedures, window functions, and performance tuning.
- Strong Python proficiency for data transformation, scripting, and automation.
- Proven experience extracting and migrating data from diverse source systems, including relational databases and customer relationship management systems.
- Hands-on experience with at least one enterprise integration or ETL platform, such as Talend, MuleSoft, Dell Boomi, or Informatica, or equivalent.
- Deep familiarity with data cleansing, deduplication, and schema mapping techniques.
- Excellent communication skills in English and the ability to work cross-functionally and translate technical concepts for non-technical stakeholders.
- Bachelor's or Master's degree in Computer Science, Information Systems, Engineering, or equivalent practical experience.
- Extract, cleanse, deduplicate, and migrate client data from relational databases including MySQL, PostgreSQL, SQL Server, and Oracle, and customer relationship management systems including Salesforce, HubSpot, and Microsoft Dynamics, into Azure or Salesforce.
- Design and execute data transformation pipelines that map source data to the proprietary schema, applying business rules, normalization logic, and quality validation.
- Implement and manage productized integrations, coordinating with clients and internal teams to support smooth, on-time deployments.
- Own and maintain custom integrations built on Talend, including monitoring, troubleshooting, optimization, and documentation.
- Evaluate integration requirements and recommend appropriate tooling, including Talend, MuleSoft, or Dell Boomi, based on complexity and client needs.
- Contribute to Snowflake-based transformation workloads, optimizing queries and data flows for performance and efficiency.
- Build reusable ETL templates and frameworks to accelerate future migration and integration engagements.
- Collaborate with Professional Services, Engineering, and client teams to gather requirements and deliver accurate, timely results.
- Where applicable, lead or mentor junior data engineers by providing technical direction and reviewing deliverables.
- Stay current on emerging tools and trends in data integration, ETL, and cloud platforms.
- Snowflake experience in transformation, query optimization, and pipeline work is a strong plus.
- Previous team leadership or mentorship experience is preferred; strong individual contributors eager to grow into this area are also encouraged to apply.
About the company
InvestorFlow offers a cloud-based platform for the alternative asset industry that unifies CRM, deal management, and investor reporting. Its solutions include investor portals for private equity and real estate, enabling asset managers to connect with limited partners, manage fundraising and deal flow, and provide transparent reporting. The product works by combining customer relationship management with deal tracking and investor communications in one system, with additional asset and property management capabilities gained from its UK acquisition of Coyote Software. The company differentiates itself by delivering an integrated, end-to-end platform tailored to alternatives, blending CRM, fundraising workflows, and investor reporting in a single platform and expanding its reach in Europe. Its goal is to streamline relationships and data between asset managers and their limited partners, making fundraising and asset management more efficient and scalable.
Company Size
51-200
Company Stage
Series A
Total Funding
$30M
Headquarters
Palo Alto, California
Founded
2008
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Simplify's Take
What believers are saying
- InvestorFlow launched AI capabilities in May 2025, reporting 15X more actionable insights.
- Its September 2024 Equilar partnership adds executive intelligence for sourcing, relationship mapping, and deal flow.
- InvestorFlow expanded Europe through Coyote and London operations, widening cross-sell in 2024 and 2026.
What critics are saying
- Salesforce controls Agentforce distribution; a product shift can commoditize InvestorFlow by 2027.
- Merging Coyote, Cloud Theory, and Portal+ creates integration debt that slows enterprise rollouts.
- Equilar, Salesforce, and vertical CRE software vendors pressure pricing in 2026 renewals.
What makes InvestorFlow unique
- InvestorFlow unifies CRM, fundraising, investor reporting, and CRE asset management across one cloud platform.
- Its 2024 Agentforce partnership embeds workflow inside Salesforce, where many clients already operate.
- Coyote Software brings UK and Europe CRE data, workflows, and property-CRM depth into InvestorFlow.
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Benefits
Health Insurance
401(k) Retirement Plan
Remote Work Options
Paid Vacation
Flexible Work Hours
Wellness Program
Mental Health Support
Phone/Internet Stipend
Home Office Stipend
Conference Attendance Budget
Professional Development Budget
Stock Options
Company Equity
Family Planning Benefits
Fertility Treatment Support
Growth & Insights and Company News
6 month growth
33%1 year growth
33%2 year growth
80%The product combines Equilar's intelligence tools with InvestorFlow's deal management platform.
Combination creates a single platform for real estate transactions and asset management, coupled with fundraising and investor reporting
Investorflow have acquired London-based property tech Coyote Software, marking a sharp increase in their market share of cloud software for the property sector.
InvestorFlow, a leading technology platform for the alternative assets industry, is delighted to announce the hiring of Hye Kyung “HK” Lee as Chief Solutions Officer.
MENLO PARK, Calif.--(BUSINESS WIRE)--InvestorFlow, a leading technology platform for the alternative assets industry, is delighted to announce the hiring of Hye Kyung “HK” Lee as Chief Solutions Officer.Lee brings a wealth of alternative assets operational strategy experience to InvestorFlow from Apollo Global Management and Oaktree Capital Management, as well as from her experience with Accenture and P&L Consulting Group advising private equity and other alternatives managers in optimizing their investor experiences and fund operating models.“I am thrilled to have HK join InvestorFlow as our Chief Solutions Officer,” said Todd Glasson, CEO and founder of InvestorFlow. “Her significant alternative investment industry experience coupled with her enthusiasm to provide holistic solutions for clients makes her a perfect fit with our culture and to lead our solutions efforts with our clients.”The company’s recruitment of HK Lee further reinforces its market advantage as an enterprise, solutions-oriented technology company—a combination of industry expertise, products and professional services dedicated to providing future-proof CRM, investor portals and digital engagement platforms for the leading alternative investment firms.After completing her Chemical Engineering degree at The Cooper Union, Lee began her career as a business transformation consultant focusing on private equity for Accenture before founding and serving as President of P&L Consulting Group, which was acquired by EY in 2013. She was Senior Vice President and Head of Project Management Office for Oaktree and most recently Managing Director and Head of Investor Services for Apollo Global Management.“I have always been energized by all the smart people in this industry trying to solve extraordinarily complex problems. My aim is to continuously innovate on those solutions, injecting technology where possible and where appropriate. We are at an exciting intersection of industry maturity and leapfrogging technologies,” said the New York City-based Lee. “At InvestorFlow, I will be thinking about our clients’ challenges more holistically