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Full-Time

Software Engineer

Applied AI

Confirmed live in the last 24 hours

Opto Investments

Opto Investments

51-200 employees

Tech-driven private markets investment platform

Venture Capital
Fintech
Financial Services

Compensation Overview

$125k - $225kAnnually

+ Equity + Health + Dental + Vision + PTO + 401k + Learning Stipend + Fitness Stipend + WFH Stipend + Paid Holidays

Junior, Mid

San Francisco, CA, USA

Category
FinTech Engineering
Software Engineering
Required Skills
Kubernetes
Microsoft Azure
Python
Data Science
Data Structures & Algorithms
Java
Docker
AWS
Requirements
  • 4-year technical degree (or equivalent work experience)
  • 2+ years software development experience with a focus on generative AI, including use of RAG, fine tuning, and prompt engineering
  • Familiarity with AI application architectures
  • Proficiency in programming languages such as Python, Java, or C++
  • Solid understanding of data structures, algorithms, and software design principles
  • Experience with cloud platforms (e.g., AWS, Google Cloud, Azure) and containerization technologies (e.g., Docker, Kubernetes)
  • Exposure to data science and data engineering, particularly with ingestion pipelines and data quality
  • 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
  • Familiarity with financial markets and investment strategies is a plus
Responsibilities
  • Utilize AI models and algorithms to optimize investment due diligence and decision-making processes
  • Collaborate with data & financial analysts to translate complex financial data and research into robust AI applications
  • Integrate AI solutions into our investment platform, ensuring seamless interaction with existing systems and data pipelines
  • Use latest techniques in prompt engineering, RAG, and fine-tuning to ensure performance performance, scalability, and reliability
  • Conduct rigorous testing and validation of AI models and pipelines to ensure accuracy and robustness
  • Monitor and maintain AI systems, addressing any issues or improvements as needed
  • Stay up to date with the latest advancements in AI and machine learning technologies and apply them to solve complex financial problems
  • Collaborate with cross-functional teams to understand business requirements and translate them into technical solutions
  • Participate in code reviews, contribute to team knowledge, and mentor junior engineers as needed

OptoInvest provides a technology-based investment platform tailored for the wealth management sector, focusing on private markets such as private credit, private equity, real estate, and venture capital. The platform simplifies the investment process for fiduciaries by offering curated investment opportunities and customizable solutions. Unlike many competitors, OptoInvest invests its own capital in the deals it presents, ensuring that its interests align with those of its clients, as it does not receive fees from fund managers. This unique model fosters trust and commitment to client success. The platform enhances user experience through intelligent workflows that reduce paperwork and save time, while also managing all aspects of portfolio construction and client communication. OptoInvest aims to build long-term partnerships with clients, providing ongoing support and access to exclusive investment opportunities to help them create effective private market portfolios.

Company Stage

Series A

Total Funding

$145M

Headquarters

New York City, New York

Founded

2020

Growth & Insights
Headcount

6 month growth

20%

1 year growth

49%

2 year growth

1%
Simplify Jobs

Simplify's Take

What believers are saying

  • Strategic partnerships with firms like Mercer Advisors and tru Independence expand OptoInvest's reach and credibility in the wealth management community.
  • Enhanced product capabilities, including custom funds, provide advisors with more personalized and diversified investment options.
  • The company's commitment to transparency, trust, and alignment of interests fosters strong, long-term client relationships.

What critics are saying

  • The competitive landscape in private markets investment solutions is intense, requiring continuous innovation to maintain a competitive edge.
  • Dependence on strategic partnerships means that any disruption in these relationships could impact OptoInvest's growth and service offerings.

What makes Opto Investments unique

  • OptoInvest aligns its incentives with clients by investing its own capital in the deals it offers, unlike competitors who may receive compensation from fund managers.
  • The platform's intelligent workflows and user-friendly design minimize paperwork and save time, enhancing the client experience significantly.
  • OptoInvest's long-term, hands-on guidance and support throughout the investment lifecycle set it apart from other platforms that may offer less comprehensive service.