Company Overview
We are on a mission to ensure that the financial system is routing money to the best ideas while helping people build and protect their long-term financial health. Our platform empowers financial advisors to learn about, build personalized strategies around, and invest in (previously inaccessible) private investments to help them grow their businesses and improve the outcomes of their clients.
The market for private investments is expected to grow by $2 trillion in the next decade, but remains largely inaccessible to the majority of non-institutional investors. Our platform provides exclusive educational content, personalized guidance, bespoke investment options, and a streamlined investment process to help make these investments more accessible than ever before.
The Role
Software Engineers at Opto Investments are tasked with the challenge of turning complex business problems into elegant and pragmatic engineering solutions. We are context-driven, customer- and stakeholder-empathetic builders of tools and systems. We are end-to-end owners of engineering problems and solutions who constantly challenge one another to evolve as builders and collaborators. Oh, and we have fun along the way, because otherwise, what's the point?
Check out our blog to learn more about our tech culture here.
The Investment Analytics team partners with investment decision makers to distill complex financial data into creative workflows for analyzing private investments. Our mission requires a diverse range of expertise including frontend, backend, data, quantitative modeling, and financial analysis, so we are a multi-faceted team that is always looking to experiment and bring clarity to the previously opaque world of private investments.
Our tech stack consists of a series of React-based Next.js Typescript applications hosted in Vercel. Behind that a collection of Aurora-backed Python REST API services are hosted as containerized applications in AWS. We make use of AWS Lambda for asynchronous tasks and we rely on Snowflake for data ingestion and warehousing. Our service deployments are completely automated and execute multiple times daily. Our tech stack continues to evolve, driven by our shared principles of optimizing for modularity, scalability, and team-level service ownership.
Expectations
- Be accountable for the delivery of high quality software projects in coordination with teammates and stakeholders on mutually agreed upon timelines
- Seek context and rapidly iterate on solutions to eliminate ambiguity and drive projects forward
- Participate actively in all phases of product development across specification, implementation, QA testing, deployment, and operations
- Foster a culture of collaboration by actively engaging in discussions, documentation, and code review
- Participate actively in engineering recruiting (interviewing, problem specification, role ownership, etc)
- Raise your hand when you need help - don’t hesitate to reach out to stakeholders (product, teammates, managers, etc) to unblock your progress
Qualifications
- 4-year technical degree (or equivalent work experience)
- 2+ years software development experience
- Experience building, scaling, and maintaining a data warehouse and data pipelines
- Experience with data pipeline orchestration tools (Airflow, Prefect, Mage, DBT, etc.)
- Experience interfacing with financial data providers (Refinitiv, Burgiss, MSCI, etc.)
- Experience with domain and data modeling for investment vehicles
- Experience with the software development lifecycle (CI/CD, Git, etc)
- Experience with cloud computing architectures and tooling - particularly AWS
- Experience using AI / LLMs for data extraction, data interrogation, and document generation
- Demonstrated background / interest in investment management
- Comfort with ambiguity and the ability to execute in a fast-paced startup environment
- Excellent communication skills and grace under pressure
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 $125,000-$225,000 dependent on skills, experience and expected contribution.
All full time employees at Opto enjoy:
- Significant equity
- Health, dental, and vision
- Unlimited PTO
- Retirement savings plan (401k)
- Learning, Fitness & WFH stipends
- Paid Holidays, Including closing the week in between December 25th and January 1st
Top Skills
What the Team is Saying
What We Do
Opto Investments is a technology firm changing the way fiduciaries experience private markets.
Opto partners with advisors, CIOs, and other fiduciaries to solve the challenges of building and distributing customized private markets solutions at scale.
We bring all of Opto to our partnerships and provide hands-on support as required across our partners’ private markets programs. We build funds to fiduciaries’ exact specifications in terms of asset class and structure. We also provide a branded investment platform with intelligent workflows that simplifies the private markets investment process, minimizes paperwork, saves time, and creates better advisor and client experiences.
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.
Gallery
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.
