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.
About the Role
You will be an integral part of a close-knit Operations team, participating in all aspects of operational, fund administration, compliance, audit, and tax functions. As a Solutions Engineer, you will partner with Operations to help identify problems and create solutions, which may include building custom data integrations, extending platform capabilities, and more.
Solutions Engineers at Opto face the challenge of turning complex business problems into elegant and pragmatic engineering solutions. If you are a technology enthusiast looking to break into a technical role and solve challenging problems with us, you could be a good fit here. This unique opportunity offers significant ownership and a chance to gain both technical and business experience, allowing you to shape your career trajectory.
Required Skills
- Proficiency in programming languages such as Python, Javascript, and/or SQL
- Solid understanding of data structures, algorithms, and software design principles
- Excellent problem-solving skills and the ability to work in a fast-paced, collaborative environment
- Strong communication skills, both written and verbal, with the ability to convey complex technical concepts to non-technical stakeholders
- Strong bias toward tool building and process optimization over repetitive work
- Ability to abstract complex problems into elegant technical solutions
- Familiarity with accounting software and investment funds
- Knowledge of GAAP is a plus
- Solid organizational and time-management skills
- Capable of multitasking in a daily, deadline-driven environment while keeping others well-informed
Background
- 1+ years of work experience at an audit firm, fund administrator, similar Fintech platform, or investment firm
- Bachelor’s degree or equivalent experience
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 $120,000-$160,000 dependent on skills, experience and expected contribution.
All full time employees at Opto enjoy:
- Significant equity
- Health, dental, and vision insurance
- Unlimited PTO
- Retirement savings plan (401k)
- Learning, Fitness, Commuter & WFH stipends
- Paid Holidays
This position is based primarily onsite in either our San Francisco or New York City offices.
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.
