Portfolio Engineer
Core
Building scalable portfolio construction, monitoring, and reporting tools for discretionary investment management platforms to support investment decision-making and operational execution.
Role type
Senior IC portfolio engineer (investment technology)
Builds
Scalable portfolio construction and rebalance tools, investment monitoring and risk reporting systems, data pipelines for managed accounts
Domain
Wealth management / Investment technology / Quantitative finance
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Portfolio construction and rebalancing principles, Advanced statistical analysis (time series, factor/risk analytics), Python/R programming, SQL data manipulation, Data lineage and quality controls, Investment operations and controls knowledge
Preferred skills
AI/ML and NLP technologies, Enterprise reporting tools (PowerBI, Snowflake, Tableau), Multi-asset product knowledge, Direct indexing and tax optimization experience, Portfolio management systems experience
Technologies
Python, R, SQL, PowerBI, Snowflake, Tableau
Responsibilities
Contribute to building scalable portfolio construction and rebalance tools, Develop first-generation tools for systematic portfolio construction, Map data dependencies and inputs for portfolio processes, Develop and maintain investment monitoring and risk reporting with accurate data pipelines, Apply advanced statistical analysis to enhance risk modelling and portfolio customization, Partner across technology, product, operations, and compliance to implement controlled workflows
Seniority
Senior, hands-on IC