Senior Software Engineer - Reporting, Client Service Technology

About the position The Senior Software Engineer will join the Client Service Technology team within the broader Technology organization, reporting directly to the VP of Client Service Technology (CTech). This role will deliver scalable, resilient, and business-aligned technology solutions that enhance client service capabilities and operational efficiency across the firm. This position is primarily responsible for designing and engineering robust reporting frameworks and data preparation pipelines that power internal decision-making and external client deliverables. Overtime, the role will extend beyond reporting to support and enhance systems, tools, and workflows used by the Client Service team, including the development of departmental applications and process automation solutions. The ideal candidate combines strong data engineering and reporting expertise with systems thinking, solution design capability, and the ability to collaborate effectively with business and technology stakeholders. This is a hybrid role that will require at least 3 days in the office.

Responsibilities

• Data, Dashboards & Reporting: Architect and develop scalable reporting frameworks that support both standardized outputs and client-specific customizations.
• Design, build, and maintain automated reporting solutions that generate client-ready outputs (Excel, PDF, PowerPoint, Word, etc.).
• Develop and optimize data extraction, transformation, and validation pipelines using SQL, Python, or related technologies.
• Integrate and reconcile data from enterprise systems, third-party vendors, and internal data stores to ensure accuracy and consistency.
• Perform root cause analysis on reporting discrepancies and implement durable fixes to prevent recurrence.
• Enhance existing reporting infrastructure for performance, maintainability, and scalability.
• Partner with business stakeholders to gather requirements, translate them into technical specifications, and support user acceptance testing.
• Establish data quality controls and validation processes to ensure reliability of client-facing deliverables.
• Apply development best practices, including version control, code review, automated testing, documentation, and CI/CD processes aligned with standards.
• Systems Support & Tooling development: Design and implement internal tools and lightweight applications that streamline Client Service workflows and reduce manual processes.
• Support, enhance, and troubleshoot systems and vendor applications used by the Client Service team.
• Identify automation opportunities across reporting, onboarding, and recurring service processes; build scalable solutions to improve efficiency and reduce operational risk.
• Collaborate with cross-functional technology teams to ensure alignment with enterprise architecture, security, and data governance standards.
• Provide technical consultation to Client Service leadership on system enhancements, workflow improvements, and technology roadmaps.
• Monitor system performance and proactively address reliability, scalability, and usability issues.
• Contribute to documentation of systems, workflows, and technical processes to support continuity and audit requirements.

Requirements

• Bachelor’s degree in computer science, engineering, information systems, or equivalent professional experience.
• 5+ years of software engineering experience with a strong emphasis on reporting, data engineering, or analytics platforms.
• Advanced proficiency in Python and SQL.
• Experience with reporting and visualization tools such as PowerBI or Tableau.
• Experience building automated reporting workflows and client-ready deliverables.
• Strong understanding of relational data models, ETL processes, and data validation techniques.
• Ability to troubleshoot complex data and system issues methodically.
• Strong written and verbal communication skills, with the ability to translate business requirements into technical solutions.
• Ability to operate effectively in a fast-paced, agile environment and manage multiple priorities.

Nice-to-haves

• Familiarity with vendor reporting platforms or financial data providers is a plus.
• Exposure to workflow automation tools or lightweight application frameworks is a plus.

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