Hybrid Portfolio Management Engineer

Posted last month

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About the role

  • Portfolio Management Engineer developing trading systems and innovative financial technology solutions. Collaborating with portfolio managers and engineers to manage sophisticated investment solutions.

Responsibilities

  • Develop and maintain code that directly impacts daily trading across tens of thousands of client accounts
  • Build scalable platforms for portfolio optimization, risk analysis, and quantitative research
  • Create systems for portfolio monitoring, rebalancing, and trade execution using Python and external APIs
  • Design robust architectures for real-time portfolio analytics and decision support

Requirements

  • 2+ years in fintech, asset management, or financial engineering
  • Production experience with trading systems, portfolio tools, or financial APIs
  • Strong programming experience (Python-focused environment, but proficiency in any language is valued), SQL, and API integration
  • Understanding of portfolio management, trading systems, or quantitative finance
  • Experience building production systems with attention to detail—your code directly affects real money
  • Ability to work with PMs, quants, and operations teams to translate requirements into working systems
  • 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.

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

Job title

Portfolio Management Engineer

Job type

Experience level

JuniorMid level

Salary

$100,000 - $140,000 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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