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 Mar 12, 2026 · 11 min read

Kubernetes in Finance: What Nobody Tells You Before You Deploy

Kubernetes in Finance: What Nobody Tells You Before You Deploy

Kubernetes is a system for running containers. That sentence is technically accurate and completely undersells how much it changes the way a team works.

I want to explain what Kubernetes actually is before I get into the experience, because when we started this project I had colleagues who had been in finance for 20 years and had never needed to know what a container was. That's not a criticism - it's just the reality. So let me try to explain it the way I wish someone had explained it to me.

What Kubernetes actually does

Imagine you have an application. Traditionally, you run it on a server. One application, one server (or a few servers). The server has specific amounts of RAM and CPU. The application uses what it needs.

Containers are a way of packaging an application with everything it needs to run - its code, its configuration, its dependencies - into a single bundle. The container can then run on any machine that has the container runtime installed. You stop saying "this application runs on Server A" and start saying "this container can run anywhere we point it."

Kubernetes is the system that decides where to run your containers, makes sure they are running, restarts them if they crash, scales them up when load increases, and scales them down when it doesn't. It is, in essence, a very sophisticated scheduler and supervisor.

The analogy I use: if your application is a guest at a hotel, Kubernetes is the hotel management system. It assigns rooms, moves guests around if a room needs maintenance, orders more rooms if the hotel gets busy, and keeps track of who is staying where.

Why we did it

We had a portfolio analytics service that calculated risk metrics for the trading desk. It ran on a single virtual machine. On most days it was fine. On volatile market days - the kind of days where everyone is recalculating everything at once - it fell over.

Kubernetes would let us run multiple copies of the service and route requests between them. When things got busy, we could spin up more copies automatically. When things calmed down, they would wind down. We would stop paying for compute we didn't need at 2am, and we would stop having angry traders at 10am when the service was struggling.

The technical case was clear.

What nobody tells you before you start

Here is what I wish someone had told me before we started.

The Kubernetes learning curve is steep and it is not the technology that bites you first - it is the concepts. Things like namespaces (isolated spaces within the cluster, like separate rooms in the hotel), pods (the thing that actually runs your container), deployments (the description of what you want running and how many copies), and services (the thing that routes traffic to your pods) all have specific meanings that are different from how those words are used in normal conversation.

This created real problems for us because we were working with developers who were smart and experienced and had zero Kubernetes background. When I said "can you check the pod logs" I might as well have been speaking a foreign language. This was my fault. I had become fluent in the vocabulary without noticing that the vocabulary was the barrier.

We fixed this by running a half-day internal workshop before the project properly started. Not a deep dive - just enough to get everyone speaking the same language. That half-day saved weeks.

The compliance conversation nobody wants to have

In financial services, before you move a workload anywhere new, you have a conversation with risk and compliance. This is not optional and it should not be treated as a formality.

The specific question that caused us the most difficulty was: "where does the data live?" Kubernetes can, in principle, run your containers anywhere in the cluster. If the cluster spans multiple datacentres, or if nodes are in different jurisdictions, data that was previously sitting in one known location can end up somewhere you didn't expect.

This is not a Kubernetes problem specifically. It is a distributed systems problem that Kubernetes makes very visible. We solved it with node labels - a Kubernetes feature that lets you mark specific servers with tags, and then instruct your workloads to only run on servers with certain tags. We tagged all nodes with their datacenter, and added a rule to our deployment that said "only run on nodes in datacenter X."

This satisfied compliance. But it took three weeks of conversations to get there, and none of that time showed up in our original project estimate.

How it turned out

The analytics service has been running on Kubernetes for about 18 months. On a normal day it runs 3 copies. On a busy day it has peaked at 11. The auto-scaling happens in the background and nobody on the trading desk notices it.

The original VM that it ran on is gone. The on-call burden for the analytics service is lower than it was because Kubernetes handles restarts and most common failure modes automatically.

What I didn't expect was how much the team learned along the way. Engineers who had never written a Dockerfile before this project now routinely containerize new services without thinking much about it. That knowledge transfer happened because the project forced it. That might have been the most valuable thing that came out of it.

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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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