Opto is engineering the future of private markets to improve client outcomes and drive capital to the most transformative ideas.
The opportunity is huge. The global alternative investments industry was worth an estimated $16.8T at the end of 2023, and is forecast to grow to $29.2T by 2029. However the private investment process typically remains opaque, highly manual, and error-prone, which limits access to the select few insiders who are willing to bear the pain.
Opto is a revolutionary end-to-end solution for wealth managers of any size- from small investment advisors to large multi-family offices to private banks- to build, fundraise for, and manage private markets programs at scale. We combine exceptional Silicon Valley engineering talent with experienced investors and industry specialists to fix this broken system through the power of technology. Our platform banishes the nightmare of slide decks, spreadsheets, and paperwork to the past, and arms our clients with the tools, data, and guidance to identify and access the right opportunities for their clients.
Fixing private markets will not be easy and demands courage, but we’re not afraid to do things differently. We are unapologetically bold. We value strong opinions, clear communication, and purposeful execution.
Up for the challenge? Come join us.
As part of Opto’s investment team, you will be a key member of our investment team and use your skills to analyze and communicate market trends, manage due diligence of potential investments, and support overall portfolio management functions, including reporting to the investment committee and monitoring overall portfolio exposures. You will be a critical player in accomplishing two of our key goals: educating our clients on alternative investments and selecting the best investments we could/should be offering them via our unique platform.
Your day-to-day will include:
- Qualitative and quantitative fund due diligence
- Monitoring overall market trends and demand in the alternative investment space, including private equity, venture capital, real estate, private credit, infrastructure and other asset classes
- Assisting in building a systematic processes for investment due diligence, investment performance, and benchmarks
- Developing customized risk management and reporting for a unique portfolio of alternative investments
- Analytical projects covering macroeconomics, public & private markets, and/or individual fund-level data
- Assist in writing and communicating investment education content
You’re experienced communicating complex analytical concepts to a variety of audiences. You’re a strong analytical thinker able to execute quantitative and qualitative analysis. You’re independent, able to identify gaps/reorient your analytical strategies to answer the questions at hand without constant guidance, and strong at cutting through problems with incomplete information. We can give you a question and you come back later with the best way to answer it and what answer that analysis provides. You’ve got a bit of a bent towards systematic thinking and a need to make processes more efficient. And most importantly, you’re passionate about financial markets and improving how private markets are connected to the world!
Required Skills
- Quantitative analysis skills (fluency in performance data, reporting, economic data, and portfolio math)
- Qualitative analysis
- Strong communicator (written, verbal, and visual)
- Independent problem solver
- Fluency in Excel
- Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Bonus Skills
- Fluency in SQL
- Fluency in R or Python
- Fluency with private markets data
- CFA charterholder/CAIA or progress towards either
Background
- Degree in business, finance, economics or related field
- 2-4 years of experience in an analyst role within private markets/alternative investments
- Experience working with data and analysis tools
How to Apply
Please fill out the required fields below, and attach a Resume and Cover Letter. Why a Cover Letter? We receive a high volume of applicants, and we have real humans that read each and every resume. We encourage you to use creativity in your cover letter and speak directly to why you want to join our team!
We will review your resume in as timely a manner as we are able to, so kindly refrain from reaching out to hiring manager or other Opto team members via email or linkedin, as this won't improve or fast track your application.
Compensation and Benefits
Opto has a high bar for talent, and we are committed to building the best teams possible. Candidates are never subjected to discrimination based on race, citizenship, religion, ethnicity, gender or gender identity, sex, pregnancy, national origin, age, sensory, mental, or physical disability, or any other characteristic.
The successful candidate for this role can expect a generous compensation and benefits package. The cash salary range for this role is $120,000-$160,000 dependent on skills, experience and expected contribution.
All full time employees at Opto enjoy:
- Significant equity
- Health, dental, and vision insurance
- Unlimited PTO
- Retirement savings plan (401k)
- Learning, Fitness and Commuter stipends
- Paid Holidays
At this time, Opto can only hire candidates who reside in the following states:
California, Colorado, Florida, Idaho, Illinois, Maine, Maryland, Nevada, New Jersey, New York, North Carolina, North Dakota, Pennsylvania, Rhode Island, Tennessee, Texas, Virginia, and Washington.
If you do not currently live in one of these states, you must relocate to an approved state or have a confirmed address there prior to your start date.
Top Skills
What the Team is Saying
What We Do
Opto Investments (“Opto”) are engineering the future of private markets, offering the solution for wealth managers to efficiently build and manage differentiated private investment programs.
Opto’s end-to-end technology solution dramatically streamlines building, fundraising for, and managing a bespoke private markets fund or program, allowing independent investment advisors, family offices, and private banks to scale their offerings without scaling their team.
Founded by Joe Lonsdale, the entrepreneur behind Palantir and Addepar, Opto set out to forge a business free from the faulty legacy incentives on which private markets investing is built. Opto are not compensated by fund managers to offer funds, which enables an undiluted focus on quality.
Opto’s platform automates admin processes across the entire private markets investment journey, saving advisors hours of time inputting client data, creating compelling proposals, completing subscription documents, managing capital calls, and delivering client communications.
Why Work With Us
Opto embraces a tech-forward approach to challenge traditional norms in the financial services space.
We value those who come to the table with strong opinions and constantly communicate our intent, execute with a purpose and learn from our mistakes. We are not afraid to do things differently.
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Opto Investments Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We take a flexible approach to working arrangements, based upon your needs and those of our business, spanning the spectrum from fully remote to fully in-office.
