Company
Financial Services
ClientResultsPlatformEngineer
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Client Results Platform Engineer. Skills: Client data accuracy, Reporting platform evolution, AI-enabled operations. Own accuracy and integrity of client data. Own accuracy and integrity of performance”
Industry & Context.
Evaluate tradeoffs; Thrive in fast-moving environment; Challenge existing assumptions constructively
What They're Looking For.
Must Have
Experience in investment operations, Experience in fund accounting, Experience in performance reporting, Experience in client reporting, Experience in related investment management environment, Familiarity with performance lifecycle, Interest in reporting workflow evolution, Interest in operations workflow evolution, Interest in investment workflow evolution, Analytical skills, Problem-solving skills, Ability to evaluate tradeoffs, Thrive in fast-moving environment, Willingness to challenge assumptions
Nice to Have
Experience with workflow tools, Experience with automation, Experience with analytics, Experience with process improvement, Curiosity about reimagining workflows, Adaptability, Learning orientation
What You'll Do.
Own accuracy and integrity of client data
Own accuracy and integrity of performance
Own accuracy and integrity of reporting
Design next-generation client data platform
Evolve next-generation client data platform
Design next-generation reporting platform
Evolve next-generation reporting platform
Design data architecture
Evolve data architecture
Design operating model
Evolve operating model
Build intelligence and controls
Develop AI-enabled tools
Develop decision-support systems
Partner with investment teams
Partner with trading teams
Partner with compliance teams
Partner with operations teams
Partner with technology teams
Rethink modern investment organization operation
How You'll Work.
Team & Collaboration
Investment teams; Trading teams; Compliance teams; Operations teams; Technology teams
Full Job Description
## THE ROLE We are seeking a Client Results Platform Engineer to build the systems and intelligence that ensure clients can trust everything they see from the firm. This is a role for someone who wants to own a function that sits at the heart of the client relationship and reimagine how it operates, combining deep ownership with hands-on work applying data, AI, and modern tooling. The ideal candidate is energized by getting things right at scale and sees how the data and workflows behind a function can be rebuilt, not just maintained. You will gain broad exposure across operations, trading, compliance, and product, and work on the core systems the firm runs on, with the mandate to make them better. ## KEY RESPONSIBILITIES Own the accuracy and integrity of the firm’s client data, performance, and reporting across reconciliations, cash flows, NAVs, and corporate actions. Design and evolve the next-generation client data and reporting platform: its workflows, automation, data architecture, and operating model. Build the intelligence and controls that let the function anticipate problems rather than react to them. Develop AI-enabled tools and decision-support systems that change what the function is capable of. Partner with investment, trading, compliance, operations, and technology teams toward an integrated front-to-back environment. Rethink how a modern investment organization should operate in an AI-enabled environment. ## QUALIFICATIONS Experience in investment operations, fund accounting, performance, client reporting, or a related investment management environment. Familiarity with the performance lifecycle and interest in how reporting, operations, and investment workflows evolve through technology and process design. Curiosity about how reporting, operations, and investment workflows can be reimagined through data, automation, and AI, and the drive to go deep on it. Strong analytical and problem-solving skills, with the ability to evaluate tradeoffs and thrive
Applying for this Client Results Platform Engineer role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Lever
- Lever uses a streamlined one-page form — apply in under 5 minutes.
- LinkedIn import works well; review parsed data before submitting.
- The cover letter field is optional but visible to reviewers — use it to differentiate.
- Referral codes from employees can significantly boost visibility of your application.
ANONYMOUS · UNFILTERED
What do employees actually say about this company?
Real rants from real employees. Read before you apply.