Financial Infrastructure · DevOps · Boston

Engineering inside
financial services.

Ten years across private equity, retail, and asset management. Real technical experience covering infrastructure, cloud, security, and trading systems. Written plainly to help other engineers navigate this world.

Michael Harlow
Michael Harlow // sys.ghost  ·  Boston, MA
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We scheduled a Technology Connect event for our engineering team and built a lineup of games around AI and infrastructure topics. Here's how we put it together and what I'd do differently.
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Infrastructure Apr 8, 2026 · 9 min read

Zero-Downtime Migrations in a High-Frequency Trading Environment

Zero-Downtime Migrations in a High-Frequency Trading Environment

The call came in at 2:47am. Not because anything had broken - because we had chosen 3am as our migration window, and I was the one who had to be awake for it. I had a cup of terrible coffee, a checklist I had revised six times, and the quiet dread of knowing that if this went wrong, the trading desk would be unable to run positions in four hours when the markets opened.

This is what zero-downtime database migration actually feels like from the inside. Not the architecture diagram. The actual thing.

What "zero-downtime" really means

People hear "zero-downtime migration" and picture a seamless handoff, like swapping a car engine while the car is still moving. That is roughly accurate. What they don't picture is the six weeks of preparation, the three practice runs in staging, the detailed rollback plan that you genuinely hope you never need, and the moment at 3am when your hands are doing the right things and your brain is quietly running every failure scenario in parallel.

The database we were moving was the primary store for a trading system. It handled order management - every trade that went into the market went through this system first. The thing was a PostgreSQL database that had grown to about 800GB over several years. The existing server was showing signs of strain under peak load: query times creeping up, I/O wait climbing during the morning rush when the London and New York sessions overlap.

We needed to move it to new hardware without the trading desk noticing.

The approach: blue-green at the database layer

Most engineers know blue-green deployment as a way to release application code. You run two identical environments, switch traffic from the old one (blue) to the new one (green), and if something is wrong you switch back. The same idea works at the database layer, and it is less commonly done because it is harder.

Here is the simplified version of what we built:

The new server (green) ran PostgreSQL with streaming replication set up from the old server (blue). Streaming replication in PostgreSQL means the new server receives every write that happens on the old server, almost in real time. We let this run for two weeks before the migration window, so the new server was continuously in sync.

On the night of the migration:
1. We set the application to read-only mode. Trading was suspended. This was the only real "outage" - about 90 seconds.
2. We waited for replication lag to hit zero. This means the new server had caught up completely with every write on the old server.
3. We promoted the new server to primary. It stopped being a replica and started accepting writes.
4. We updated the application configuration to point at the new server.
5. We brought trading back online.

The 90-second read-only window happened at 3am when no one was trading anyway. From the trading desk's perspective, nothing happened.

What almost went wrong

Three things surprised us and only one of them showed up in the practice runs.

The first was connection pooling. Our application used PgBouncer to manage database connections, and when we updated the connection string to point at the new server, a handful of connections were mid-transaction. They had to be gracefully drained. We had not tested this carefully enough and we spent about four minutes longer than expected at this step. Not a disaster, but it added grey hairs.

The second was a monitoring alert that fired on the old server because it had suddenly gone from primary to standby. Our alerting system saw this as an outage and started paging people. At 3am. We ended up with three confused engineers on a call who had no idea what was happening until I explained. After that we added a specific maintenance mode to the alerting system.

The third was the thing I think about most. When we brought trading back online and the first real orders started flowing through the new database, there was a moment - maybe 30 seconds - where query times were elevated. Not critically, not enough to cause any real issue, but elevated. I was watching the dashboards and my heart rate was doing things. It settled on its own. What happened was that PostgreSQL's query planner uses statistics about the data to decide how to run queries efficiently. After a promotion event, those statistics are slightly stale. They update on their own within minutes. Nobody told me this at 3am.

The thing I would tell myself before doing this again

Write the rollback plan before you write the migration plan. Not as an afterthought. As the first document.

We had a rollback plan, but we wrote it after we had designed the migration. The problem with that order is that you design the migration first and then try to reverse-engineer how to undo it, which is always harder than designing something to be undoable from the start.

If I was starting over, I would sit down on day one and write: "If everything goes wrong at step 7, how do we get back to where we were before step 1?" Answer that first. Then design the migration around the answer.

The 3am call ended at around 4:15am. The trading desk opened at 7:30am and nobody noticed a thing. I went home, slept for a few hours, and came back in to a quiet inbox.

That quiet inbox was the whole point.

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Hey, I'm Michael Harlow.

Senior Systems Engineer · Boston, MA · Writing as sys.ghost

I have spent over a decade building and maintaining infrastructure at the intersection of technology and financial services. My career has taken me through three distinct sectors -- technology, private equity, and asset management -- and each one changed how I think about what reliable infrastructure actually requires.

I started in general IT, which is where most engineers who did not go straight into software end up. Data centers, networking, on-call rotations, learning to label cables properly because unlabeled cables are a promise that someone else will suffer later. The work taught me that almost every sophisticated system is, one layer down, a collection of unglamorous fundamentals that either hold or do not. I still believe that. I still label everything.

Private equity came next, and it was a different world. The infrastructure stakes there are less about uptime and more about data integrity. When deal teams are making acquisition decisions based on data you are responsible for, and when a due diligence process has a hard deadline that does not move regardless of what broke overnight, your relationship with reliability changes. A wrong number in an LP report does not cause an immediate incident. It causes a conversation in a partner meeting six weeks later, and by then you need to reconstruct what happened from imperfect records. I became obsessive about data provenance in PE and I have not stopped.

For the past several years I have been in asset management, supporting trading and investment operations infrastructure. This is the environment I find most technically interesting. The compliance requirements are demanding, the legacy systems have long institutional memories, and the tolerance for operational errors is genuinely low -- not just in terms of business impact, but in terms of regulatory consequence. When markets are open, there is no fixing it after the weekend.

I started Packet & Profit in January 2026 because I kept looking for the kind of writing I wanted to read and finding it mostly did not exist. There is a lot of content for engineers online. There is much less written by engineers working specifically inside regulated financial services firms, being honest about what that actually involves day to day. The compliance conversations, the legacy constraints, the incident management in front of stakeholders who measure downtime in dollars per minute. That is what I write about here.

Outside of work I have been running a Saturday morning robotics course at my local YMCA for kids aged 10 to 14. It is one of the better decisions I have made.

Certifications

Red Hat Certified Engineer (RHCE)
Certified Kubernetes Administrator (CKA)
AWS Solutions Architect -- Associate
CompTIA Security+
HashiCorp Vault Associate

My Stack

RHEL / Ubuntu
Kubernetes
OpenShift
Terraform
Ansible
Prometheus
Grafana
Python / Bash
AWS / Azure
Cisco / Palo Alto
PostgreSQL
Redis
HashiCorp Vault
Fluent Bit
Helm
ArgoCD

Career

2022 -- Present
Senior Systems Engineer, Asset Management -- Boston, MA
Leading infrastructure for trading operations and investment management systems. Responsibilities span network security, cloud migration strategy, Kubernetes platform engineering, and incident response. Deeply involved in T+1 settlement infrastructure work and the shift from overnight batch processing to near-real-time event-driven architecture.
2018 -- 2022
Systems Engineer, Private Equity -- Boston, MA
Built and maintained data infrastructure supporting deal teams, portfolio monitoring, and investor reporting. Managed infrastructure through multiple due diligence cycles with hard deadlines and high data integrity requirements. Led a major data platform migration from on-premises to cloud-hosted infrastructure, including security controls satisfying LP and regulatory requirements.
2015 -- 2018
Infrastructure Engineer, Retail Technology
Supported inventory management, real-time pricing, and supply chain integration systems across a high-SKU retail environment. Operated under peak load conditions where scale was a concrete engineering problem rather than an abstract one. Built out monitoring and alerting infrastructure from scratch and managed a full data center relocation.
2013 -- 2015
IT Engineer, Technology Sector
Established the professional fundamentals: data center operations, network infrastructure, endpoint management, and the on-call rotations that teach you more about system fragility than any textbook. Developed an appreciation for cable labeling that has never left me.

Get in Touch

If you are an engineer working in financial services, curious about the career path, or have a question about something I have written, I would genuinely like to hear from you. Use the and I will get back to you. If something here has been useful, a coffee is always appreciated.

A note on anonymity: I write under my own name but keep my current employer private. The financial services industry is small, the regulatory environment is real, and I want to write honestly without those constraints. All incidents and case studies on this site are anonymised. The technical content is real; identifying details are not.
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Contact

Whether you are an engineer in financial services, have a question about something I have written, or just want to say hello - feel free to reach out. I read everything.

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Last updated: April 2026

Packet & Profit is a personal blog written by Michael Harlow, a Systems Engineer based in Boston, MA. The views expressed here are entirely his own and do not represent those of any employer, client, or organisation he is affiliated with.

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This site discusses financial services technology, investment management infrastructure, and related engineering topics from a technical practitioner's perspective. Nothing published here is financial advice, investment advice, or a recommendation to buy, sell, or hold any security, asset, or financial instrument. The author is not a registered financial adviser, broker, or investment professional.

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