Quantitative Portfolio Engineer

• Ownership of the day-to-day quantitative model portfolio construction processes, including building personalized model portfolios at scale and writing production-level code to systematically evaluate portfolio outcomes
• Lead complex quantitative analysis projects and collaborate with cross-functional teams to develop investment methodology enhancements
• Evolve the investment process and workflow to create tax-smart client portfolios
• Lead the development of a custom-built portfolio oversight platform
• Analyze performance, risk exposures, positioning, tax metrics, and additional criteria to ensure alignment with our investment thesis and client goals
• Partner with investment architecture and technology teams to prioritize the roadmap, define requirements, and design scalable enhancements to our model management platform and systematic processes
• Perform end-user acceptance testing

• 5+ years of investment management experience in roles requiring quantitative research, portfolio construction, and technical skills
• Experience with quantitative portfolio construction across multiple asset classes, including optimization techniques, tax-sensitive investment management, and portfolio analysis
• Experience leading end-to-end development of investment management platforms with technology partners—from architecture and requirements through design, testing, release planning, and successful delivery
• Graduate degree in a related field such as Computer Science, Engineering, Mathematics, or Quantitative Finance
• Advanced skills in programming (Python, Java, R), data access (SQL), version control (Git), and data visualization (Tableau)
• Strong analytical and architecture-oriented mindset
• Excellent communication and interpersonal skills
• Ability to work across the organization in various disciplines to drive alignment and closure
• Detail-oriented and able to work independently on multiple projects without close supervision
• Genuine passion for financial markets and innovation

CFA or related investment certifications are preferred

• Comprehensive health care coverage and emotional well-being support
• Market-leading retirement
• Generous paid time off and parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career