Portfolio Management Engineer jobs in United States
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Smartleaf · 1 day ago

Portfolio Management Engineer

positionBoston, MA
timeFull-time
remoteHybrid
seniorityEntry, Mid Level
money$100K/yr - $140K/yr
date2+ years exp

Smartleaf is a company at the forefront of portfolio management and financial technology. They are seeking a Portfolio Management Engineer to lead and contribute to areas such as real-time portfolio oversight, risk decomposition, and automating investment workflows.

BankingFinancial ServicesWealth Management
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Growth OpportunitiesbadNo H1Bnote

Responsibilities

Develop and maintain code that directly impacts daily trading across tens of thousands of client accounts
Build scalable platforms for portfolio optimization, risk analysis, and quantitative research
Create systems for portfolio monitoring, rebalancing, and trade execution using Python and external APIs
Design robust architectures for real-time portfolio analytics and decision support

Qualification

PythonSQLAPI integrationPortfolio managementTrading systemsQuantitative financeObject-oriented programmingData modellingInvestment platform architectureETF managementOrder management systemsCFASeries 65Risk modellingDecomposition frameworksCollaborationCommunication skills

Required

Strong programming experience (Python-focused environment, but proficiency in any language is valued)
SQL
API integration
Understanding of portfolio management, trading systems, or quantitative finance
Experience building production systems with attention to detail—your code directly affects real money
Ability to work with PMs, quants, and operations teams to translate requirements into working systems
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

Benefits

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

Company

Smartleaf

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Simartleaf is a financial service business that offers portfolio management solutions.
dateFounded in 1999
location
Cambridge, Massachusetts, USA
people-size11-50 employees
web-link
http://www.smartleaf.com/

Funding

Current Stage
Early Stage

Recent News

Morningstar, Inc.
Choreo Announces the Launch of Choreo Tax Advantage
2024-12-05
Smartleaf Asset Management, LLC announces support for householding, enabling advisors to outsource personalized, tax-optimized portfolio management at the household level
2024-10-25
Business Wire
Smartleaf Surpasses $50 Billion in AUM, Cementing Its Role as Direct Indexing and Rebalancing Leader
2023-10-31
Company data provided by crunchbase