Full-Time

Software Engineer

Applied AI

Posted on 6/29/2024

Opto Investments

Opto Investments

51-200 employees

Tech-driven private markets investment platform

Fintech
Financial Services

Compensation Overview

$125k - $225kAnnually

Junior, Mid

San Francisco, CA, USA

Category
Backend Engineering
FinTech Engineering
Software Engineering
Required Skills
Kubernetes
Microsoft Azure
Python
Data Science
Data Structures & Algorithms
Java
Docker
AWS
C/C++
Google Cloud Platform
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 offers a technology-driven investment platform for the wealth management community, focusing on private markets like private credit, private equity, real estate, and venture capital. The platform simplifies the investment process for fiduciaries by providing curated investment opportunities and customizable solutions, while aligning its interests with clients by investing its own capital in the deals it offers. Unlike competitors, OptoInvest does not receive fees from fund managers, fostering trust and commitment to client success. The company's goal is to enhance investment outcomes and build long-term partnerships with fiduciaries.

Company Stage

Series A

Total Funding

$141M

Headquarters

New York City, New York

Founded

2020

Growth & Insights
Headcount

6 month growth

-2%

1 year growth

2%

2 year growth

-17%
Simplify Jobs

Simplify's Take

What believers are saying

  • Partnership with Mercer Advisors enhances Opto's client offerings and market reach.
  • Launch of Planner tool streamlines investment processes for advisors, improving efficiency.
  • New leadership roles focus on strengthening brand presence and expanding market reach.

What critics are saying

  • Increased competition from tech-driven platforms could erode Opto's market share.
  • Reliance on strategic partnerships may risk client engagement if outcomes are not met.
  • Potential regulatory changes could impact Opto's business model and increase costs.

What makes Opto Investments unique

  • Opto aligns its incentives with clients by investing its own capital in deals.
  • The platform offers expertly curated investments and fully-customized solutions for fiduciaries.
  • Opto provides long-term, hands-on guidance throughout the investment lifecycle.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Paid Holidays

Company Equity

Home Office Stipend

Phone/Internet Stipend

INACTIVE