Portfolio Management Engineer
This is a rare opportunity to join a team at the intersection of cutting-edge portfolio management and financial technology. You will lead and contribute across multiple domains - from real-time portfolio oversight and risk decomposition to automating investment workflows and innovating on scalable, client-centric architecture.
We are looking for someone who thrives in a hybrid space: part investment strategist, part engineer, part product architect. You will work closely with portfolio managers, quantitative research, engineers, and operational partners to operationalize and manage sophisticated investment solutions that impact thousands of client accounts.
What You’ll Build
Trading Systems: Develop and maintain code that directly impacts daily trading across tens of thousands of client accounts
Research Tools: Build scalable platforms for portfolio optimization, risk analysis, and quantitative research
Automation Pipeline: Create systems for portfolio monitoring, rebalancing, and trade execution using Python and external APIs
Data Infrastructure: Design robust architectures for real-time portfolio analytics and decision support
What We're Looking For
Technical Skills: Strong programming experience (Python-focused environment, but proficiency in any language is valued), SQL, and API integration
Financial Knowledge: Understanding of portfolio management, trading systems, or quantitative finance
Engineering Mindset: Experience building production systems with attention to detail—your code directly affects real money
Collaboration: Ability to work with PMs, quants, and operations teams to translate requirements into working systems
Experience We Value
● 2+ years in fintech, asset management, or financial engineering
● Production experience with trading systems, portfolio tools, or financial APIs
● Excellent communication skills—the ability to explain quantitative ideas to a non-technical audience is essential.
● Experience with object-oriented programming, data modelling, and investment platform architecture
● Familiarity with ETF management, order management systems, and custodial operations (e.g., Schwab, Fidelity)
● Familiarity with modern frameworks like Streamlit and PocketBase
● Hold or pursuing a CFA or Series 65 designation.
● Have delivered portfolio tools or frameworks used directly by portfolio managers and clients.
● Built or enhanced systems that include attribution, risk modelling, classification, and decomposition frameworks.
About Us
Smartleaf is a Boston-based investment portfolio rebalancing service handling over $90 billion in assets. Our next milestone is doubling our capacity to handle 1 million accounts. In order to get to this next level of scale, we need to evolve our architecture and you can have a big impact on how we do that. We need a teammate who will ramp up quickly and help us get things done. If you can bring skill, attention to detail and focus on getting working code into the world, while being a genuinely nice person to work with, we want to talk to you.
Our Culture
We’re a small team that takes pride in providing a high level of service to our clients. Because of our size, you’ll be able to work closely with teammates from many different business functions. If you are proactive, competent and reliable there’s ample opportunity to stretch outside your comfort zone.
Location & Compensation
● Boston-based preferred, with hybrid flexibility (3 days in-office)
● Base salary range: $100K - $130K per year, commensurate with experience
Tech Stack
Ru● Comprehensive health, dental and vision insurance with 100% of premium and
deductible covered for employees and family (copays apply)
● SIMPLE IRA with 4% company match
● Four weeks PTO + NYSE holidays
● Flexible work-from-home policy
Work Style
If you are remote...
● All team meetings are by video conference
● The team communicates throughout the day via messaging stream (akin to Slack), Google Meet, and Zoom
● At present, some team members have chosen to be in the office a few days a week while the majority are currently remote
If you are in-office...
● Casual dress code
● Beautiful office space within a 15-minute walk of 4 subway lines and commuter rail
● Office shower for bike commuters
● Fully stocked kitchen with breakfast and lunch options plus the opportunity to dazzle your coworkers with your barista skills (which is to say, we have an espresso machine!)
Please note: You must have a legal right to work in the United States; Visa sponsorship is not
available at this time.
We look forward to hearing from you! Smartleaf is an Equal Opportunity Employer.