Senior Software Engineer - Reporting, Client Service Technology

Income Research + Management

Income Research + Management is a Boston-based, privately owned, fixed income asset management firm. IR+M delivers strong performance and consistent results through a rigorous, bottom-up security selection process and strives to provide best-in-class client service to our 900+ institutional and private wealth clients.

Founded in 1987 and located in the heart of Boston’s financial district, IR+M employs 200+ full time professionals and currently manages $135+ Billion in assets. We offer industry-leading benefits, as well as a challenging, collegial, and rewarding workplace with high levels of employee engagement.

Our culture is driven by a diverse workforce and rooted in our Core Values of being “IR+M”:

Open Position: Senior Software Engineer - Reporting, Client Service Technology

Job Description:

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 design, build, and enhance scalable, resilient, and business-aligned technology solutions that strengthen client service capabilities, improve operational efficiency, and enable better access to data and insights across the firm.

This position is responsible for developing and enhancing departmental applications, reporting frameworks, and data pipelines that support the Client Service team's processes. The engineer will design and build tools across both reporting/data preparation and broader process automation, focused on improving scalability, efficiency, and access to data and insights. Working closely with business stakeholders, the engineer will identify opportunities to streamline operations and translate them into well-engineered software solutions.

The ideal candidate combines strong application development and reporting expertise with systems thinking, solution design capability, and the ability to collaborate effectively with business and technology stakeholders.

Job duties and Responsibilities:

Data & Reporting

• Architect and develop scalable reporting frameworks supporting both standardized outputs and client-specific customizations.
• Design, build, and maintain automated reporting solutions that generate client-ready deliverables (Excel, PDF, PowerPoint, Word, etc.).
• Develop and optimize data extraction, transformation, and validation pipelines using SQL, Python, or related technologies.
• Integrate and reconcile data across 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 reporting infrastructure for improved 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 to safeguard the reliability of client-facing deliverables.
• Follow engineering best practices, including version control, code review, automated testing, documentation, and CI/CD processes.

Systems Support & Tooling Development

• Design and implement internal applications and tools that streamline Client Service processes and reduce manual work.
• 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, process improvements, and technology roadmaps.
• Monitor system performance and proactively address reliability, scalability, and usability issues.
• Maintain documentation of systems and processes to support continuity and audit requirements.

AI Development

• Partner with cross-functional technology teams to enhance an agentic framework for sourcing data from disparate source systems.
• Leverage internal AI platforms to enhance data access and visualization capabilities for Client Service teams.
• Assist client service teams in leveraging IR+M approved AI platforms to enhance their processes.
  

Required Skills and Experience:

• Bachelor’s degree in computer science, engineering, information systems, or equivalent professional experience.
• 5+ years of software engineering experience with an emphasis on reporting, CRM, or analytics platforms.
• Advanced proficiency in SQL, C# and .NET and proficiency in Python.
• Experience building automated reporting workflows and client-ready deliverables.
• Strong understanding of relational data models, ETL processes, and data validation techniques.
• Experience with reporting and visualization tools such as Power BI or Tableau is preferred.
• 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.
• Familiarity with vendor reporting platforms or financial data providers is a plus.
• Exposure to workflow automation tools or lightweight application frameworks is a plus.
  

Base Salary Range:

$120,000-$150,000

In addition to the opportunity to participate in a discretionary bonus program, the salary range below describes the estimated minimum to maximum base salary range for a position of this level. Compensation decisions are dependent on the facts and circumstances of each candidate and may vary based upon but not limited to relevant experience, licensure requirements, certifications, skill set, and other business and organizational needs.

Applicants must be authorized to work in the U.S. for any employer. IR+M is unable to sponsor or assume sponsorship of employment visas.