Associate, Software Engineer

**Company Overview:** Chevy Chase Trust is a privately owned investment advisory firm offering independent and highly personalized financial advice and planning for individuals, families and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service. Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways—with a singular focus. **Job Purpose/Summary:** Beyond the technical checklist, looking for someone who writes production quality code as a habit, code a teammate can pick up, debug, and extend without archaeology. Our CRM is custom built rather than an off-the-shelf platform, this role requires real software engineering skill, not just configuration experience. The ability to read, extend, and refactor an existing codebase matters as much as writing new features. Strong communication with non-technical stakeholders and a track record of taking ownership of problems through to resolution matter as much as the technical skill set. ### Company Core Values: - **Excellence**: Demonstrates a commitment to continuous improvement, innovation, and achieving the highest possible standards for performance. - **Results**: Consistently going above and beyond to deliver exceptional results and value for the team and the organization. - **Ethics/Integrity**: Demonstrates a commitment to integrity, peer respect, and fairness. Continuously demonstrates a strong work ethic by exhibiting an indisputable drive to get the job done. - **Teamwork**: Demonstrates a commitment to collaboration, mutual respect, and shared responsibility in achieving common goals. ### Essential Job Functions of the Associate, Software Engineer: - Design, build, and maintain applications using C# and Core, primarily WPF and MVC - Work within and extend our proprietary, in-house CRM system - Write and optimize SQL queries, stored procedures, and database schemas and integrate with code using Entity Framework Core - Build custom reports for internal and business stakeholder use - Write clean, well-structured, maintainable code with appropriate testing and participate in code reviews - Diagnose and resolve production issues with proper error handling and logging - Collaborate with business stakeholders to translate requirements into technical solutions ### Required Education / Experience of the Associate, Software Engineer: - High School Diploma - 3+ years of professional software development experience - Strong proficiency in C# and Core, particularly MVC and WPF; including proficiency in HTML, JavaScript and CSS - Experience with Entity Framework Core and SQL, including schema design and query optimization - Experience developing and maintaining custom business applications where software design and coding were primary responsibilities. Experience limited to administration, configuration, or low-code customization of third-party platforms is not sufficient - Comfort learning and working within a large, established internal codebase without extensive onboarding documentation - Experience working with source control systems such as Azure DevOps, Git, or TFS ### Additional Job Qualifications of the Associate, Software Engineer: - Experience in financial services, trading, or wealth management preferred - Experience building custom reporting solutions preferred - Experience leading small technical initiatives preferred - Some experience utilizing AI coding tools and/or AI agent development preferred ### Core Job Competencies of the Associate, Software Engineer: - **Planning and organizing** – Setting priorities and defining actions, time, and resources needed to achieve predefined goals - **Teamwork** – Working as a productive member of a cohesive group toward a common goal and contributing to team development and effective team dynamics. - **Adaptability** – Maintaining effectiveness in reaching set goals by adapting to changed circumstances, tasks, responsibilities, and people - **Technical Expertise and Usage** – Acquiring and applying technical and functional knowledge in a technological area of specialty