Unified Data Platform for a Global Investment Firm
One of the world's largest alternative investment firms, managing over $150 billion across multiple strategies including private equity, credit, real estate, and impact investing.
What stood in the way.
Two divisions within the firm — the investment funds team and the real estate group — faced parallel data challenges at different scales. The funds team needed reliable, centralized portfolio data for sales operations. The real estate group needed automated financial reporting for investment analysis. Both were working with fragmented data, manual processes, and inconsistent reporting across regions and asset types.
The firm needed a shared data architecture that could unify these requirements into a single, reliable foundation — while meeting enterprise governance and compliance standards.
How we built it.
We designed a shared, cloud-based data architecture serving both divisions. The goal was a unified, scalable system that automated data flows, ensured observability, and supported rapid analysis across teams.
The architecture centered on Snowflake as the single source of truth, with Airflow on AWS orchestrating all pipelines through custom Python connectors. dbt managed transformations, validation, and schema modeling, while Monte Carlo provided data observability, anomaly detection, and lineage tracking. Tableau and Salesforce served as the business-facing layers for reporting and workflow integration.
Implementation followed three phases: consolidating fragmented sources into a clean data foundation, building automated ingestion and transformation pipelines, and implementing testing and monitoring for data integrity and traceability.
What we delivered.
Unified source of truth
End-to-end automation
Faster, more reliable reporting
Improved trust and observability
Self-serve access
Extensible architecture
When your firm manages $150B+ across multiple strategies, fragmented data isn't an inconvenience — it's a structural risk.
A unified platform means every team works from the same source of truth, reporting is automatic and trustworthy, and new business units can be onboarded without rebuilding from scratch. The result: faster decisions, fewer errors, and a data foundation that scales with the firm.
