Lead Software Engineer – CMAS Strategic Initiatives
As a Software Engineer in the Customized Managed Account Solutions (CMAS) team, you will design and build software and AI capabilities, powering a new platform for customization and implementation of investment solutions. The Strategic Initiatives team is focused on building software, AI, and human solutions that meet increasingly customized and complex client needs in a scalable and integrated way. The ideal candidate for this role is interested in developing impactful solutions over pure technical problems, understanding the business and domain, and connecting with teammates and partners.
Job Responsibilities:
Architect, develop, test, and maintain software and AI systems
Work with stakeholders and subject matter experts to gather and understand functional requirements, translating business needs into technical solutions
Work across multiple codebases and technology stacks to deliver integrated, cross-functional solutions
Collaborate with engineering peers through code reviews and knowledge sharing
Operate and improve software development life-cycle processes
Required Qualifications, Capabilities, and Skills:
[3+|5+] years of experience in software development
Experience with AI coding techniques (what’s in your claude.md file?)
Proficient in Python, Django, Pandas, and Object-Oriented Programming principles
Strong knowledge of SQL and exposure to PostgreSQL / MongoDB
Working proficiency in developmental toolsets such as PyCharm, Git / BitBucket, AWS, and Jira
Experience building or integrating AI-powered features into applications
Clear understanding of Agile-Scrum software development lifecycle
Strong communication (written and oral) and analytical problem-solving skills
Strong sense of attention to detail, accountability, and pride in delivering high-quality work
Ability to work collaboratively in teams to achieve organizational goals
Willingness to learn new technologies and work across multiple frameworks and codebases
BE/BSc degree in Computer Science, Engineering, or equivalent experience
Preferred Qualifications, Capabilities, and Skills:
Polyglot programming skill and affinity, and experience with various technology frameworks. A tolerance for figuring out different frameworks, not an unshakeable preference for one over another.
Experience with AWS and infrastructure-as-code tools like Terraform
Understanding of financial capital markets, separately managed accounts, model portfolios, portfolio management, and financial instruments such as stocks, ETFs, Mutual Funds, and Alternatives