About Concentric Innovation:
Concentric Innovation (“Concentric”) is an investment management firm specializing in customized direct indexing and integrated portfolio solutions for independent RIAs, family offices, and institutional investors. Founded in 2001 and based in San Francisco, the firm has spent over two decades refining its proprietary technology to deliver tax-efficient investment outcomes and specializes in developing investment solutions at scale for its clients. Managing $13+ billion in assets, Concentric's mission is to empower advisors with precision-driven solutions that streamline operations, optimize investment objectives, and enhance client experiences. Since 2022, Concentric has been an affiliate of Pathstone Family Office, LLC, fueling collaboration with a like-minded wealth management partner, expanding its reach and capabilities for a new generation of investors.
Operating at the intersection of quantitative investing, technology innovation, and client-first service, Concentric offers an innovative environment where talented professionals can help shape the next generation of investment management infrastructure.
Position Summary:
Concentric Innovation is seeking a Software Developer with strong analytical and technical expertise to design, build, and enhance client-facing applications that support data-driven investment and portfolio decisions. This role is ideal for an engineer who thrives in a collaborative environment, values clean and scalable code, and is motivated by building reliable, high-impact financial technology solutions.
Key Responsibilities:
- Design, develop, and maintain software applications that enable advanced data analysis, reporting, and portfolio insights.
- Collaborate with product, research, and investment teams to translate business and quantitative requirements into scalable technical solutions.
- Build and maintain APIs and integrations to support data ingestion, transformation, and visualization across platforms.
- Optimize application performance, scalability, and reliability across cloud-based and distributed systems.
- Write clean, well-documented, and maintainable code following industry best practices and internal standards.
- Participate in code reviews and contribute to continuous improvement of development workflows and engineering practices.
- Stay current with emerging technologies in software engineering, analytics, cloud computing, and financial technology.
Qualifications:
Required:
- Minimum of 3 years of experience.
- Proficiency in one or more programming languages, including C#, .NET, TypeScript, and Python.
- Experience building scalable, secure applications and applying DevOps practices for production deployments.
- Strong understanding of data structures, algorithms, software design patterns, and serverless computing services.
- Experience designing and working with cloud-based architectures.
- Solid knowledge of relational and non-relational databases (SQL, MongoDB, and other NoSQL technologies) and data modeling.
- Familiarity with AWS and cloud-native services.
- Experience using version control systems such as GitHub or SVN.
- Understanding of analytics workflows and the ability to work with large, complex datasets.
- Strong problem-solving skills, attention to detail, and a commitment to code quality.
- Excellent written and verbal communication skills and the ability to work effectively in a team environment.
Preferred:
- Bachelor's degree.
- Experience with SSRS or other reporting and business intelligence tools.
- Familiarity with statistical analysis libraries and data analytics frameworks.
- Experience leveraging AI and machine learning technologies to solve complex business problems.
- Prior experience in the financial services or investment management industry is a plus.
Pay Transparency:
Concentric Innovation’s expected starting base compensation range for the position as of the time of this posting is $130,000 - $150,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty, and training. The successful candidate(s) may also be eligible for a discretionary bonus award.
Our talented people are our greatest asset and therefore we offer a competitive, and flexible benefits program that helps meet the needs of our team members and their families. Concentric Innovation’s generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.
Visa Sponsorship:
Please note, we are unable to provide visa sponsorship for this position. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
Concentric Innovation is proud to be an equal opportunity employer.
Top Skills
What We Do
Pathstone, The Modern Family Office, is an independent family and partner owned advisory firm providing objective advice to families &individuals, family offices and select institutions.
Pathstone has created a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices. Our goal is to deliver the ultimate client experience in an era of constant change. We are built for clients, powered by innovation.
Segments we serve:
1. FAMILIES & INDIVIDUALS - Family office benefits and solutions—simplified
We provide:
Comprehensive suite of family office services tailored for your specific requirements. Innovative solutions and strategies designed to enhance your net results and achieve your objectives. Exclusive client experience centered on your desired outcomes.
2. FAMILY OFFICES - Turbo-charge your existing family office
Proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results and provide controls and information in ways we believe were not possible before.
We provide: Creative solutions and tested strategies to complement your existing family office. Deep investment research, access, solutions and tools to provide your family office the flexibility to outsource certain investment components.
3. SELECT INSTITUTIONS - Fiduciary advice to support your fiduciary responsibilities
Investment counsel, process and solutions built to distinctively serve trustee and committee directed portfolios. W provide:
Results oriented impact investment solutions inclusive of measurement and reporting tools. Comprehensive services to manage your complete back office or simply complement your existing organization.
For more information, please see our web site – www.pathstone.com
