Source description
About the role
Lead and mentor a team of engineers responsible for building custom, client-specific solutions; recruit and grow the team as Professional Services scales.
Own end-to-end technical delivery for Professional Services initiatives—from intake and feasibility review through development, validation, deployment, and post-release supportability.
Run technical review and estimation: validate feasibility, surface assumptions, identify dependencies, and produce credible schedules; establish “delivery contract” discipline (scope boundaries, acceptance criteria, change control).
Drive delivery accountability to commitments, timelines, and quality standards; proactively manage risk and communicate tradeoffs early.
Partner tightly with Support and Client Specialization to get work done: establish an engagement model (intake → triage → prioritization → delivery → release windows); define escalation paths, SLAs, and operational handoffs.
Build and oversee data-driven solutions—custom reports, exports, dashboards, performance/attribution reporting, and client-facing analytics.
Guide upstream data work when required (not “just reporting”): ingestion/landing adjustments, normalization, and curated reporting-ready outputs (data marts); vendor/custodian integration changes and schema drift handling.
Institutionalize testing and validation for client deliverables: automated regression testing for report outputs (golden datasets, contract/schema checks, tolerance-based comparisons); data quality tests for pipeline changes (nulls, duplicates, cardinality, anomaly thresholds); repeatable pre-release validation harnesses so client outputs don’t silently regress.
Standardize AI usage across Professional Services: create a PS “AI operating model” (prompt libraries, code review checklists, test generation patterns, estimation support); enforce human-in-the-loop controls for correctness, performance, and security; train engineers to use AI to accelerate spec-to-solution safely and consistently.
Participate in client discussions as needed to clarify technical requirements and delivery constraints, maintaining a delivery-first mindset rather than account ownership.
Experience in hedge fund accounting, investment operations, or fund administration.
Experience partnering closely with Business Analysts and implementation teams.
Experience scaling or operating engineering delivery within a Professional Services model.
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