Position Overview:
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.
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
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
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.
Boston-based preferred, with hybrid flexibility (3 days in-office)
Base salary range: $100K - $140K per year, commensurate with experience
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
If you are remote...
All team meetings are by video conference
The team communicates throughout the day via messaging stream (akin to Slack), Google Meet, and Zoom
At present, some team members have chosen to be in the office a few days a week while the majority are currently remote
If you are in-office...
Casual dress code
Beautiful office space within a 15-minute walk of 4 subway lines and commuter rail
Office shower for bike commuters
Fully stocked kitchen with breakfast and lunch options plus the opportunity to dazzle your coworkers with your barista skills (which is to say, we have an espresso machine!)
Please note: You must have a legal right to work in the United States; Visa sponsorship is not available at this time.
Top Skills
What We Do
Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple. So simple that wealth advisors can offer every client, of every size, the highest level of personalization and tax management; so simple that working with direct indexes is as easy as working with ETFs; so simple that advisors spend zero time rebalancing and trading portfolios. And so effective that wealth advisors who use our service can, for most of their clients, documentably save or defer more in taxes than they charge in fees. With Smartleaf, customization and tax-management options are simply choices on pull-down menus, and implementation is automated. Advisors spend zero time rebalancing and trading portfolios, freeing them to focus on clients. Our software as a service (SaaS) application and APIs are used by more than 1,200 advisors to manage over $50 billion across more than 200,000 accounts, everything from custom-tailored $100 million taxable accounts to $5 robo accounts with fractional shares.
