The Engineering Lead for Portfolio Performance Reporting will lead the design, development, and delivery of technology solutions that support portfolio performance reporting capabilities for Wealth Management. This role partners closely with product, business, data, and engineering stakeholders to build scalable, reliable, and efficient reporting solutions that enable accurate performance measurement, data transparency, and informed decision-making. The role also supports the adoption of AI-enabled development practices and intelligent solutions to improve engineering efficiency, reporting capabilities, and operational effectiveness.
Key Responsibilities
Lead the engineering design and delivery of portfolio performance reporting solutions for Wealth Management.
Partner with business and product stakeholders to translate reporting needs into scalable technical solutions.
Oversee the development, enhancement, and support of reporting platforms, data pipelines, and integrated applications.
Ensure the accuracy, consistency, and reliability of portfolio performance data and reporting outputs.
Drive platform stability, performance optimization, and ongoing modernization efforts.
Collaborate with data, architecture, and platform teams to support end-to-end solution delivery.
Promote strong software engineering practices, including code quality, testing, release management, and operational support.
Support the use of AI-based development tools and automation capabilities to enhance development productivity and solution quality.
Identify opportunities to incorporate AI and advanced analytics capabilities into reporting and engineering workflows where appropriate.
Support risk, control, governance, and compliance requirements across the reporting technology environment, including responsible technology use.
Mentor engineers and help foster a collaborative, high-performing team environment.
Required Qualifications
12 plus years’ experience in software engineering, application development, or technology delivery roles.
Experience leading engineering teams or major technology workstreams.
Strong understanding of reporting platforms, data integration, and enterprise application development.
Experience working with portfolio, investment, or financial reporting data.
Experience with AI-based development practices, intelligent automation, or the use of AI-assisted engineering tools.
Ability to work effectively with cross-functional stakeholders across business, product, data, and technology teams.
Strong problem-solving, delivery management, and communication skills.
Preferred Qualifications
Experience supporting portfolio performance reporting, investment reporting, or Wealth Management technology platforms.
Familiarity with financial services data domains, reporting controls, and operational processes.
Experience with modern data architecture, cloud-based platforms, and API-driven solutions.
Knowledge of Agile delivery practices and engineering lifecycle management.
Exposure to machine learning, generative AI, or data-driven intelligent solution development in enterprise environments.
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. About the TeamAt BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn
Here’s a few of our recent awards:
- America’s Most Innovative Companies, Fortune, 2025
- World’s Most Admired Companies, Fortune 2025
- “Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.
Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.
If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.
Skills Required
- 12+ years of experience in software engineering, application development, or technology delivery roles
- Experience leading engineering teams or major technology workstreams
- Strong understanding of reporting platforms, data integration, and enterprise application development
- Experience working with portfolio, investment, or financial reporting data
- Experience with AI-based development practices, intelligent automation, or AI-assisted engineering tools
- Ability to work effectively with cross-functional business, product, data, and technology stakeholders
- Strong problem-solving, delivery management, and communication skills
- Experience supporting portfolio performance reporting, investment reporting, or Wealth Management technology platforms
- Familiarity with financial services data domains, reporting controls, and operational processes
- Experience with modern data architecture, cloud-based platforms, and API-driven solutions
- Knowledge of Agile delivery practices and engineering lifecycle management
- Exposure to machine learning, generative AI, or data-driven intelligent solution development in enterprise environments
BNY Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about BNY and has not been reviewed or approved by BNY.
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Healthcare Strength — Health coverage includes comprehensive options with a $0‑premium plan for eligible lower earners, expanded mental‑health support with personalized therapy, and strong income protection through short‑ and long‑term disability. These features have been recently enhanced and are paired with dental and vision coverage.
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Parental & Family Support — Parental leave provides 16 weeks of fully paid time for all parents, with added support such as adoption assistance. This breadth offers strong coverage for major family events.
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Retirement Support — The 401(k) program includes a company match and Roth options to support long‑term savings. Additional financial programs like tuition assistance and savings vehicles complement retirement readiness.
BNY Insights
What We Do
We help make money work for the world — managing it, moving it and keeping it safe. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investable assets. Today we help over 90% of Fortune 100 companies and nearly all the top 100 banks globally access the money they need. For 240 years we have partnered alongside our clients to create solutions that benefit businesses, communities and people everywhere.
