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Pre-Sales Solution Architect - New York City, USA

  • Job
    Mid Level
  • Architecture & Urban Planning
  • New York City
  • Quick Apply


  • Experience working with a vendor (like FINBOURNE) is ideal but we are also interested to hear from candidates with the right skillset who have experience working in Consultancies, Banks, Asset Managers and Asset Servicers.
  • The ideal candidate will have a good understanding of buy-side workflows, from portfolio and order management to transaction lifecycle, transfer agency and fund accounting.
  • Experience in Technical Pre-Sales is preferred but we are open to candidates from other backgrounds with the right skills and attitude.
  • Knowledge of the following systems: Investment Books of Records, Accounting Book of Records, Portfolio Management Systems , Enterprise Data Management, Order Management Systems.
  • Knowledge of data platforms and tools such as Snowflake, Microsoft Fabric or Databricks.
  • Basic understanding of cloud and SaaS (particularly AWS or Azure).
  • Git (or other version control tools).
  • Jupyter Notebooks.


  • Product demonstrations and workshops:
  • You will design and deliver product demos and workshops for prospective clients.
  • These workshops will be aimed at a wide spectrum of technical and non-technical users, from Investment Operations and Portfolio Managers to Software Engineers (therefore “knowing your audience” is key).
  • You will create bespoke demos using FINBOURNE’s software toolkits (primarily in Python and SQL). You will also create reusable demo material for the wider Sales Team to run.
  • Solutions design:
  • You will be responsible for all architectural discussions with prospective clients - asking the right questions and documenting their business requirements is key.
  • You will analyse those business requirements to design a future state architecture using FINBOURNE’s platform.
  • You will then run workshops and demos to pitch the solution.
  • During this process you will collaborate with the Sales, Product and internal Engineering teams to design the optimal solution.
  • Providing technical expertise:
  • You will develop a deep understanding of FINBOURNE’s products and technical capabilities, becoming the primary advisor to both the Sales Team and prospective clients.
  • You will run training sessions to upskill colleagues in the Sales Team.
  • You will become a conduit between prospective clients and FINBOURNE’s Product team providing feedback to drive the future roadmap.

At FINBOURNE, we deliver the Modern Financial Data Stack. Our solutions liberate, simplify and connect your data.

Founded Year

Mission & Purpose

Finbourne, a UK-based company, is a leading provider of investment management software solutions. The company's core focus is on developing and delivering innovative and robust technology platforms tailored for the investment management industry. Their ultimate mission is to empower financial institutions with cutting-edge tools and infrastructure to streamline and optimise their investment operations. Finbourne's purpose is to drive efficiency, transparency, and agility in the investment management process, offering a comprehensive platform that enhances data management, analytics, and reporting capabilities. By leveraging advanced technology, Finbourne aims to enable its clients to navigate the complexities of the financial landscape with precision and confidence.


  • Regular 1-2-1 meetings

    During your first three months with us we know it is crucial that you receive the right support to ensure you are fully integrated into our organisation. To achieve this, you will be fully supported by your manager and will have regular 1-2-1 meetings with them to understand what is expected of you in your role and to enable your manager to give you regular feedback.

  • 90 Day plan

    Each new starter receives a 90 day plan which documents your training and induction. This will give you clear objectives and ensures you’re provided with support in the areas that you require it the most.

  • Daily team stand-ups

    We run daily team stand-ups so you’ll quickly get up to speed on what your colleagues are working on and be able to share your accomplishments and challenges with your team.

  • Company-wide meetings

    We host fortnightly company-wide meetings where you’ll receive regular business updates and insight into our strategy as well as knowledge sharing sessions where employees share best practice and new ways of working.

  • Equipment

    Before joining FINBOURNE, a member of the team will be in touch to discuss what equipment you need and we’ll get this sorted for you so that you’re all set for your first day.

  • Career development

    We run regular internal training sessions as well as an internal mentoring scheme to give our employees the opportunity to learn from their colleagues. We also encourage external training courses to help broaden and consolidate your skills to enable you to do your role to the best of your ability. Our performance review process is driven by employees and is designed to support and facilitate your career development at FINBOURNE.