AI Engineer

PTMA Financial Solutions is building practical, enterprise-grade AI for a U.S.-regulated financial services environment. As a midlevel individual contributor on the Data & AI team, you will help develop and refine PTMA’s daily AI usage and automations, working hands-on in PTMA’s enterprise Claude environment and contributing to data and analytics engineering as needed.

Location: Naperville, IL (hybrid). Experience: 2+ years. Compensation: USD 120,000 to 145,000 per year.

What you’ll do

• Develop and refine PTMA’s enterprise Claude deployment, including prompt design, custom skills, and configuration under the direction of senior team members.
• Build and maintain AI-powered automations across business units such as Finance, Compliance, Sales, and Operations, partnering with team leads to map manual processes and deliver measurable time savings.
• Partner with internal departments to develop and refine AI skills, plugins, and integrations that connect to internal systems, including Salesforce and data pipelines.
• Create and maintain integrations and custom tooling, including MCP integrations and API connections, so AI can work with PTMA systems and data.
• Support data and analytics engineering work as needed, including dbt models; Microsoft Fabric and Azure Data Factory pipelines; SQL Server and Azure SQL; and Power BI reporting for AI, forecasting, and public finance use cases.
• Support responsible AI practices aligned with SEC, FINRA, and NIST CSF requirements, including data handling, output review, and audit-ready documentation. Work with InfoSec and Compliance to keep AI usage safe and governed.
• Drive adoption by writing user guides, running training sessions, and explaining what AI can and cannot do to non-technical colleagues.

What you bring

• Hands-on experience building with large language models, including prompt engineering and deploying AI-assisted workflows or automations into real use.
• Working knowledge of data engineering concepts, including APIs, data pipelines, and structured and unstructured data.
• Proficiency in Python (or a comparable language) for AI integration and scripting.
• Strong analytical skills and the ability to translate a business need into a practical AI or data solution.
• Ability to clearly communicate AI capabilities and limitations to non-technical colleagues.
• Comfort working in or supporting a regulated environment, with attention to data privacy and responsible AI practices.
• 2 to 5 years of professional experience in software, data, or analytics engineering, including hands-on experience building with large data models.

Tools you’ll work with

• Claude, Python, dbt, Microsoft Fabric, Azure Data Factory, SQL Server, Azure SQL, Power BI, Salesforce, MCP integrations, API connections

Nice to have

• Direct Anthropic Claude experience, including API usage, custom skill creation, and MCP server integration.
• Claude Certified Associate - Foundations (CCAO-F) or Claude Certified Architect - Foundations (CCAR-F) certification through the Anthropic Claude Certification Program.
• Experience with Microsoft Fabric, Azure, SQL Server or Azure SQL, and Power BI.
• Experience with Salesforce and AI use cases in CRM ecosystems.
• Experience in or supporting U.S.-regulated financial services, treasury management, or public-sector technology.
• Familiarity with Azure cloud services in data and AI-adjacent workloads.
• Exposure to SOC 2, NIST CSF, or FINRA and SEC regulatory technology requirements.
• Interest in contributing to internal AI governance practices and centers of excellence.

Benefits

• Medical, dental, and vision insurance
• 401(k) with employer match
• HSA and FSA options
• Life, AD&D, and disability insurance
• Employee Assistance Program
• Paid time off
• Additional wellness and protection programs

How success is measured

• Within 90 days: learn PTMA’s current Claude deployment and active use cases, document what you’ve learned, and ship at least one new automation or improvement with team support.
• Within 12 months: become a reliable, hands-on contributor to PTMA’s AI capability, integrate Claude into several operational workflows, and support internal teams as a go-to partner for building and refining AI skills and integrations.

Schedule and logistics

• Hybrid schedule: Tuesday, Wednesday, and Thursday are mandatory in-office days. Monday and Friday are remote.
• Occasional in-office presence on Mondays, Fridays, or weekends may be required depending on active projects or business needs. Other working arrangements may be negotiated with exceptional candidates.
• Work location options: hybrid from the Denver, CO office or Naperville, IL office.
• Application timeline: applications accepted on an ongoing basis.
• Physical requirements: must be able to work at a computer for long periods of time; lift up to 15 lbs.