Senior Software Engineer - Reporting, Client Service Technology

Location: Boston,Massachusetts,United States

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 $130+ 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 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. 

Job duties and 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:<