Leads the PMO and software delivery portfolio, establishing delivery standards, stage gates, tooling, intake, and prioritization. Manages client projects, budgets, scope, change control, margins, billing, capacity planning, and third-party resources. Leads and develops project managers, facilitates steering committees, manages senior escalations, and reports portfolio performance to leadership.

Own end-to-end investment reporting implementations, from discovery and requirements definition through automated delivery. Manage senior client stakeholders, validate datasets, write complex SQL, troubleshoot RESTful API integrations, contribute to scalable solution design, review junior team members’ work, and resolve project escalations. Improve processes through templates and automation while coaching colleagues and delivering high-quality SaaS solutions for financial services clients.

The Software Engineer will own features from architecture to production, using AI tools to solve business problems, collaborate with stakeholders, and ensure compliance in a regulated environment.