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
☕ Buy me a coffee
Latest post
Every engineering org I talk to is running AI agents somewhere in production now. Almost none of them have figured out how to operate them the way we operate everything else that touches customer data.
Jul 14, 2026 · 11 min read
Read →
Latest post
Every engineering org I talk to is running AI agents somewhere in production now. Almost none of them have figured out how to operate them the way we operate everything else that touches customer data.
Jul 14, 2026 · 11 min read
Read →
All posts

Archive

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.
← Back to posts
DevOps Apr 11, 2026 · 13 min read

Building a Self-Service Developer Platform on OpenShift (And What We Got Wrong First)

Building a Self-Service Developer Platform on OpenShift (And What We Got Wrong First)

The original problem was simple to describe: every time an application team needed a new namespace on the OpenShift cluster, they opened a ticket. The ticket went into the queue. The queue had other things in it. The namespace showed up somewhere between two hours and four days later.

For context: a namespace in Kubernetes or OpenShift is an isolated space within the cluster where a team's applications live. Think of the cluster as a large apartment building. A namespace is one apartment. The platform team was the building manager. Every time someone needed an apartment, they had to ask us.

The application teams were frustrated. The platform team was spending a significant chunk of time on work that felt routine and mechanical. The obvious answer was self-service: build a portal where teams could provision their own namespaces without involving us.

What followed was eight months of work and three distinct versions before we had something that didn't create more problems than it solved.

Version one: fast, simple, wrong

The first version took about six weeks to build. It was a web form. You typed in a namespace name, your team name, and a cost centre code. You clicked submit. The portal called the OpenShift API. The namespace appeared.

It worked perfectly from day one. Within six weeks we had 93 namespaces. Within eight weeks we had a resource exhaustion event on two nodes.

Here is what happened. When we created namespaces manually, we also set resource quotas - limits on how much CPU and memory the workloads in that namespace were allowed to use in total. This prevents any one team's applications from consuming all the available resources and affecting everyone else.

When we built the self-service portal, we forgot to include quota creation. Every namespace was created with no limits at all.

One team deployed a development workload that had a bug causing it to spin in a tight loop consuming CPU. In a properly quota'd cluster, this would have hit the namespace limit and been throttled. In our unquota'd cluster, it kept consuming CPU until the nodes it ran on were effectively unusable.

We took the portal down. We put the ticket queue back. We started over.

The lesson: self-service without guardrails is just faster mistakes

The insight that drove version three (version two overcorrected by adding a manual approval step which defeated the entire purpose) was this:

Self-service needs to be opinionated at the moment of creation and permissive after that.

What that means in practice: the developer gets to choose a few things - the namespace name, the team it belongs to, which environment tier it is (development, staging, production). The platform determines everything else automatically based on those inputs.

When a developer clicks "provision," the system creates not just the namespace but a complete, validated configuration:

  • A ResourceQuota calculated from the environment tier. Development namespaces get modest limits. Production namespaces get more, but still bounded.
  • A LimitRange that sets default resource requests and limits for any container that doesn't specify its own. This protects against the "forgot to set limits" problem.
  • NetworkPolicies that isolate the namespace by default. Applications in namespace A cannot talk to applications in namespace B unless a specific policy permits it.
  • RBAC roles that give the requesting team admin access to their namespace and read-only access to platform monitoring tools.
  • Labels that feed into our internal chargeback reporting, so finance can attribute cloud costs to the right team.

The developer sees a four-field form and a "Provision" button. In 30 seconds they have a namespace ready to use. What they don't see is a complete, tested configuration template that has been reviewed by the platform team and that we control entirely.

yaml
# What gets created automatically - the developer never sees this
apiVersion: v1
kind: ResourceQuota
metadata:
  name: team-quota
  namespace: requested-namespace
spec:
  hard:
    requests.cpu: "4"
    requests.memory: "8Gi"
    limits.cpu: "8"
    limits.memory: "16Gi"
    count/pods: "20"

The application deployment layer

Once teams had namespaces, they wanted to deploy applications. This is where it got genuinely difficult.

Giving developers the ability to deploy their own applications means giving them access to the cluster API with enough permission to create Deployments, Services, and Routes. The moment you do that, you discover some interesting things about how developers write Kubernetes manifests when left to their own devices.

We saw containers configured with 64GB memory limits for a Node.js application that served roughly twelve users. We saw applications with no liveness probes (a liveness probe is a health check - if the container doesn't respond to it, Kubernetes restarts it; without one, a frozen application stays frozen forever). We saw applications trying to run as root because the base image assumed it could.

None of these were malicious. They were the natural result of people who are good at their jobs applying skills from one context to a new environment they hadn't fully learned yet.

Our solution was an application catalogue. Instead of allowing raw manifest submission, we built a set of templates covering the cases that represent about 90% of what teams actually need: a web service, a batch job, a worker process, a database-backed API. Each template is parameterised - you provide the image URL, the port, the replica count, the environment variables. The system generates the manifests, runs them through a validation step, and applies them.

The validation step is the part I'm most proud of:

python
def validate_deployment(manifest: dict) -> list[str]:
    errors = []
    containers = (manifest
        .get('spec', {})
        .get('template', {})
        .get('spec', {})
        .get('containers', []))

for c in containers:
name = c.get('name', 'unknown')
if not c.get('resources', {}).get('requests'):
errors.append(f"{name}: resource requests required")
if not c.get('livenessProbe'):
errors.append(f"{name}: liveness probe required")
sec = c.get('securityContext', {})
if sec.get('runAsUser') == 0:
errors.append(f"{name}: running as root not permitted")
return errors
```

If the validation fails, the developer gets a clear error message explaining what's missing. They fix it and try again. No human review needed for the common cases.

What I didn't expect about running a self-service platform

Three things surprised me that I want to share because I haven't seen them written about much.

Self-service generates more support questions, not fewer. The ticket volume for routine provisioning dropped by about 70%. The support burden didn't drop by anywhere close to 70%, because the questions became more complex. Instead of "can I have a namespace," we got "why is my application failing to start," "why can't I connect to the database," "what does this SCC error mean." Those questions require real understanding to answer. The routine work went away. The hard work stayed.

Developers will find ways around guardrails they find inconvenient. Within a month of launching the catalogue, three separate teams had discovered that we had left a raw manifest deployment endpoint open for edge cases. All three were using it to bypass the template validation. We closed it. There was friction. We explained why. They understood. But we had to catch it first.

Documentation is the actual product, not the portal. The teams that used the platform confidently and well were the ones we had personally walked through it. The teams that struggled were the ones we had pointed at the UI and said "here you go." I spent more time on the UI and not enough time on the documentation. The portal is a delivery mechanism. The documentation is what determines whether the delivery mechanism gets used well.

We've been running this version for 14 months. Around 200 active namespaces. The provisioning queue is empty because everything self-serves. The resource exhaustion events from version one have not recurred.

The thing I'm most proud of is that the quota system has never been manually adjusted because of a crisis. The guardrails work because they were designed carefully and because developers generally don't think about them. That invisibility is the goal. When infrastructure is working well, nobody notices it's there.

Found this useful?
☕ Buy Michael a Coffee
← More posts

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.
Get in touch

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.

Powered by Resend · No spam, ever

Legal

Privacy Policy

Last updated: April 2026

This policy explains what information Packet & Profit collects when you visit this site, how it is used, and what choices you have.

Information We Collect

We do not require you to create an account or provide personal information to read this blog. The only personal information we collect is what you voluntarily submit through the contact form: your name, email address, and message. This information is transmitted via Resend and used solely to respond to your enquiry.

Google AdSense and Advertising

This site uses Google AdSense to display advertisements. Google AdSense uses cookies and similar tracking technologies to serve ads based on your prior visits to this and other websites. This means Google may use information about your visits to this site to show you personalised ads on other sites across the web.

You can opt out of personalised advertising by visiting Google Ads Settings, aboutads.info, or optout.networkadvertising.org. See Google advertising policies for more.

Cookies

This site uses a single first-party cookie to remember your theme preference (light or dark mode). This cookie contains no personal information. Third-party cookies may be set by Google AdSense for advertising purposes as described above.

Analytics

This site does not currently use any analytics platform beyond what Vercel provides as part of its standard hosting service (aggregated, anonymised traffic data).

Contact Form

When you submit the contact form, your name, email address, subject, and message are transmitted to the blog author via Resend. This data is not stored by this site and is not shared with any third party beyond Resend. See Resend's privacy policy for details.

Third-Party Links

Posts on this site may link to external websites. We are not responsible for the privacy practices or content of those sites.

Your Rights

If you have submitted a message via the contact form and would like that information removed, or if you have any questions about this policy, please use the contact form to get in touch.

Changes to This Policy

We may update this policy from time to time. The date at the top of this page reflects when it was last revised.

Legal

Terms of Service

Last updated: April 2026

By accessing and using Packet & Profit (packetandprofit.com), you agree to be bound by these Terms of Service. If you do not agree, please do not use this site.

Use of Content

All written content, illustrations, and code examples published on this site are the original work of Michael Harlow unless otherwise stated. You are welcome to share links to posts and quote brief excerpts (with attribution), but you may not reproduce full articles, copy content to other websites, or use the content for commercial purposes without written permission.

No Professional Advice

Content published on this site reflects personal opinions and professional experience. It is provided for informational and educational purposes only. Nothing on this site constitutes financial, investment, legal, or professional advice of any kind. See the for more detail.

Third-Party Links

This site may contain links to third-party websites. These links are provided for convenience and do not constitute an endorsement of the linked site or its content. We have no control over and accept no responsibility for external sites.

Advertising

This site participates in Google AdSense, which displays advertisements from third-party advertisers. The presence of an advertisement does not constitute an endorsement of the advertiser's products or services. Ad content is determined by Google based on the content of this site and your browsing history.

Accuracy of Information

While we make every effort to ensure the accuracy of information published on this site, technology and financial markets change rapidly. Information that was accurate at the time of publication may become outdated. We do not warrant the completeness, accuracy, or timeliness of any content on this site.

Limitation of Liability

To the fullest extent permitted by law, Packet & Profit and its author shall not be liable for any direct, indirect, incidental, or consequential damages arising from your use of, or inability to use, this site or its content.

Changes to These Terms

We reserve the right to update these terms at any time. Continued use of the site following any changes constitutes your acceptance of the revised terms. The date at the top of this page reflects the most recent revision.

Contact

If you have questions about these terms, please use the .

Legal

Disclaimer

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.

Not Financial or Investment Advice

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.

Content that references financial markets, trading systems, or investment firms is provided for technical and educational context only. Any figures, case studies, or examples are illustrative and should not be relied upon for financial decisions.

Not Legal or Professional Advice

Nothing on this site constitutes legal, compliance, regulatory, or professional advice. Readers should consult qualified professionals for advice specific to their circumstances.

Professional Experience

Posts on this site draw on the author's professional experience in systems engineering across private equity, retail technology, and asset management. Specific details about employers, clients, projects, and colleagues have been anonymised or generalised. Any resemblance to specific organisations is incidental.

Accuracy

The author makes reasonable efforts to ensure published information is accurate at the time of writing. The technology and financial services landscape changes quickly. Readers should verify any technical or regulatory information against current primary sources before acting on it.

Affiliate Links and Advertising

This site displays advertisements through Google AdSense. The site may also contain links to tools, services, or products that the author uses or finds useful. These are not paid endorsements unless explicitly stated. The author's opinions are his own and are not influenced by advertisers.

Questions

For questions about anything on this site, please use the .

This site uses cookies for theme preferences and displays ads via Google AdSense, which may use cookies to personalise ads.