Portfolio Management Engineer
About The Position
This is a rare opportunity to join a team at the intersection of cutting-edge portfolio management and financial technology. You will lead and contribute across multiple domains - from real-time portfolio oversight and risk decomposition to automating investment workflows and and innovating on scalable, client-centric architecture. We are looking for someone who thrives in a hybrid space: part investment strategist, part engineer, part product architect. You will work closely with portfolio managers, quantitative research, engineers, and operational partners to operationalize and manage sophisticated investment solutions that impact thousands of client accounts.
Requirements
- Technical Skills: Strong programming experience (Python-focused environment, but proficiency in any language is valued), SQL, and API integration
- Financial Knowledge: Understanding of portfolio management, trading systems, or quantitative finance
- Engineering Mindset: Experience building production systems with attention to detail—your code directly affects real money
- Collaboration: Ability to work with PMs, quants, and operations teams to translate requirements into working systems
Nice To Haves
- 2+ years in fintech, asset management, or financial engineering
- Production experience with trading systems, portfolio tools, or financial APIs
- Excellent communication skills—the ability to explain quantitative ideas to a non-technical audience is essential.
- Experience with object-oriented programming, data modelling, and investment platform architecture
- Familiarity with ETF management, order management systems, and custodial operations (e.g., Schwab, Fidelity)
- Familiarity with modern frameworks like Streamlit and PocketBase
- Hold or pursuing a CFA or Series 65 designation.
- Have delivered portfolio tools or frameworks used directly by portfolio managers and clients.
- Built or enhanced systems that include attribution, risk modelling, classification, and decomposition frameworks.
Responsibilities
- Trading Systems: Develop and maintain code that directly impacts daily trading across tens of thousands of client accounts
- Research Tools: Build scalable platforms for portfolio optimization, risk analysis, and quantitative research
- Automation Pipeline: Create systems for portfolio monitoring, rebalancing, and trade execution using Python and external APIs
- Data Infrastructure: Design robust architectures for real-time portfolio analytics and decision support
Benefits
- Comprehensive health, dental and vision insurance with 100% of premium and deductible covered for employees and family (copays apply)
- SIMPLE IRA with 4% company match
- Four weeks PTO + NYSE holidays
- Flexible work-from-home policy
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
11-50 employees
