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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DevOps Apr 11, 2026 · 11 min read

OpenShift vs Kubernetes: What Nobody Tells You When Your Firm Picks One

OpenShift vs Kubernetes: What Nobody Tells You When Your Firm Picks One

The decision to use OpenShift instead of vanilla Kubernetes was made by procurement, not engineering.

I want to be clear about that because it shapes everything that follows. We weren't sitting in an architecture meeting weighing trade-offs. We were told that a vendor had won a firm-wide enterprise contract, our clusters were in scope, and we were moving to OpenShift. The timeline was nine months.

That was two years ago. Here is what I actually learned.

Let me explain the difference first

Kubernetes is an open-source system for running containers. A container, in simple terms, is a packaged-up version of an application along with everything it needs to run - code, configuration, dependencies. Kubernetes manages those containers: it decides where to run them, keeps them running, restarts them when they crash, and scales them up or down based on demand.

OpenShift is Red Hat's version of Kubernetes. It takes the core Kubernetes system and adds a layer of tooling on top: a web console for managing things visually, built-in security defaults, an integrated image registry (a place to store your container images), and support contracts you can actually call. It is Kubernetes with opinions.

The opinions are where it gets interesting.

The first thing that hit us: security defaults

Kubernetes, out of the box, is fairly permissive about what your containers can do on the system they run on. You can run containers as the root user (the administrator user, with full system access). You can mount certain system directories. You can run processes that require elevated permissions.

OpenShift is not permissive about any of this by default. It uses a system called Security Context Constraints - SCCs - to control exactly what each container is allowed to do. The default setting, called "restricted," is strict. Containers cannot run as root. They get assigned a random user ID. They cannot write to arbitrary filesystem paths.

This is the right default from a security standpoint. Running containers as root is genuinely dangerous - if someone exploits a vulnerability in your application, they get root access on the underlying host, which is a serious problem.

The issue is that a lot of software is written assuming it can run as root, especially older software and software designed for simpler environments. We had several workloads that worked fine on vanilla Kubernetes and failed immediately on OpenShift because they hit these restrictions.

The error messages were not always helpful. "Permission denied" is a message that could mean fifty different things.

bash
# How I actually debugged SCC issues
oc get pod failing-pod-name -o yaml | grep scc
oc describe pod failing-pod-name | grep -A 10 "Events"
oc adm policy who-can use scc anyuid -n my-namespace

We spent about two weeks doing nothing except figuring out which workloads needed SCC adjustments and how to make those adjustments without just giving everything elevated permissions (which would defeat the point). It was grinding, tedious work, and it wasn't in the project plan.

The web console is genuinely good

OpenShift has a web console - a graphical interface for managing everything in the cluster. You can see your running applications, their logs, their resource usage, the network traffic between them. There's a "topology view" that draws a map of your services and how they connect.

I want to be honest about this: the console is much better than anything I'd seen built on top of vanilla Kubernetes. Better than Rancher, better than Lens, better than the internal dashboards we had cobbled together.

And it was used primarily by platform engineers who were perfectly comfortable in the command line anyway.

The people who would have benefited most from the visual interface - application developers who don't live in terminals - weren't trained on it. We deployed a beautiful tool and then pointed people at kubectl out of habit. This was entirely our fault, not OpenShift's.

Routes vs Ingress: the friction that never fully goes away

In vanilla Kubernetes, the standard way to expose an application to external traffic is through a resource called an Ingress. Most Helm charts (packages of Kubernetes configuration that you can install) are written to use Ingress.

OpenShift has its own resource called a Route for doing the same thing. It predates Kubernetes Ingress and works differently. OpenShift supports Ingress too, through a compatibility layer, but the native OpenShift experience is Routes, and the documentation, the console, and the support organization all assume you're using Routes.

We had a library of Helm charts written against Ingress. We had three options: use the compatibility layer and accept some rough edges, rewrite the charts to use Routes, or run a separate Ingress controller alongside OpenShift's router and maintain two networking layers.

We tried all three on different workloads. None of them was clean. We landed on a mix, which means two years later I still have to think about which networking model a given workload is using before I touch it. That cognitive overhead is real.

Two years in: the honest verdict

The cluster runs well. The security model is better than what we had before and I genuinely believe that. The platform team has learned OpenShift thoroughly and the operational burden has settled to something manageable.

I would not choose to migrate from one to the other mid-stream again without a significant budget and timeline specifically for the transition. The technical work is real. The retraining is real. The weeks your senior engineers spend learning the new platform's opinions instead of building things are real and they are invisible in a project plan until they're happening.

If your firm is starting fresh, OpenShift is a reasonable choice if you want guardrails and enterprise support, and vanilla Kubernetes is a reasonable choice if you want flexibility and control and have the team expertise to manage it. Neither is wrong.

What I would not do is let the decision be made by procurement and handed to the engineering team as a fait accompli with a nine-month deadline. The platform you pick is the one you'll be living with for five years. Engineering should be in the room when it's chosen.

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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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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

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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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