Overview
Merrick Weintraub is an IT professional with an MBA in Finance and extensive experience developing technical solutions for the investment management industry. His work focuses on the intersection of trade order processing, portfolio accounting, and automated financial workflows, with deep expertise in building and maintaining systems that support front- and back-office operations using SQL Server and the .NET framework.
Experience & Leadership
The core of Merrick’s work involves advanced SQL database analysis and development. He has designed and optimized complex stored procedures, functions, and views supporting commission calculations, trade-feed interfaces, and capital call allocations. His technical background includes building SSIS packages for enterprise data integration, developing SSRS reporting tools, and managing database migrations across both relational and NoSQL environments, including XML and JSON updates from MongoDB. He is also highly experienced in automating manual operational processes using SQL-driven monitoring and PowerShell scripting to improve data accuracy, reliability, and system uptime.
Throughout his career, Merrick has led and supported large-scale system implementations and platform conversions, including transitions to Advent Geneva and Portia. His experience spans custom order-management system development, prime broker interface integration, and the maintenance of compliance-related data tools. He works closely with vendors and internal stakeholders to ensure database architecture and application functionality remain aligned with evolving market data and regulatory requirements.
Core Expertise
- SQL Server Architecture & Performance Optimization
- Financial Systems Data Modeling & Integration
- Trade Order Processing & Portfolio Accounting Platforms
- SSIS Data Pipelines & ETL Development
- SSRS Reporting & Analytics Enablement
- Database Migration
- Advent Geneva & Portia Platform Implementations
- Prime Broker Interface Integration
- Automation & Operational Monitoring (PowerShell / SQL)
- Compliance & Regulatory Data Tooling
- Front- and Back-Office Systems Support
Education
- B.S. Electrical & Computer Engineering – State University of New York at Buffalo
- M.B.A. Finance – Baruch College