Farther · 3 weeks ago
Portfolio Manager, Quantitative
United States
Full-time
Remote
Senior Level, Lead/Staff
10+ years expFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive wealth management experience. The role involves designing and researching options-based overlays for systematic investment strategies, collaborating with experienced PMs, and translating research into scalable platform capabilities.
ConsultingFinanceFinTechFinancial ServicesWealth Management
Responsibilities
Research, prototype, and back test options overlay strategies in Python — covered calls, cash-secured puts, collars, and protective overlays — with realistic assumptions for transaction costs, liquidity, and taxes across SMA accounts
Support PMs across equity and fixed income verticals by designing and applying derivatives-based overlays suited to each asset class
Monitor portfolio-level Greeks, exposures, and risk/return outcomes across many smaller accounts within rules-based risk parameters
Build and maintain research code, data pipelines, and analytics supporting systematic strategy design — signal construction, parameter sweeps, scenario and regime analysis
Translate research into clear, rules-based strategy specifications and playbooks that can be implemented consistently at scale
Evaluate new overlay ideas (income generation, hedging, outcome-oriented strategies) and communicate trade-offs clearly to internal stakeholders
Partner with product managers and engineers to convert manual workflows and research into scalable platform capabilities — strategy engines, trade generation, risk dashboards, monitoring tools
Support daily P&L, risk, and performance monitoring — including exception handling for unusual portfolio events
Qualification
Required
10+ years of experience in quantitative research, investment analytics, systematic strategies, or a closely related role at a buy-side firm, asset manager, fintech, or financial services company
Solid Python skills for research and analytics — data pulls, optimization, back testing, risk metrics, and clean, maintainable codebases
Strong mathematical foundation: operations research, statistics, or quantitative finance background
Experience working with SMAs or systematic investment strategies at scale — understanding of multi-account implementation, portfolio construction, and associated operational complexity
Comfortable collaborating with technical product and engineering teams and thinking in terms of systems and workflows
Curious, self-directed, and comfortable operating in lean environments — you figure things out and don't wait to be told what to do
Clear communicator who can explain quantitative concepts to non-technical stakeholders (advisors, product, operations, leadership)
Preferred
Familiarity with options, Greeks, volatility surfaces, or derivatives-based strategies — even if not from a live trading context
Experience specifically with fixed income or equity SMAs — multi-account implementation, tax-aware trading, lot-level considerations
Prior exposure to portfolio management, risk, or trading platforms (OEMS, risk systems, SMA overlay engines)
Experience at a fintech or RIA where technology and investment management intersect
Familiarity with custodian or brokerage platforms used by advisors (e.g., Schwab, Fidelity)
Benefits
Competitive comp package that rewards impact
Work alongside some of the brightest minds in fintech
Ground-floor opportunity at a fast-scaling startup
Chart your own growth path as we expand
Full health benefits + 401(k) matching & Roth IRA options
Unlimited PTO
Company
Farther
Farther is an intelligent wealth platform that enhances wealth management for clients throughout their financial lives.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$268MKey Investors
General AtlanticCapitalG,Viewpoint VenturesLightspeed Venture Partners
2026-05-21Series D· $150M
2024-10-10Series C· $72M
2023-09-27Series B· $31M
Leadership Team
Christopher Powers
Chief Compliance Officer and Strategic Advisor
Taylor Matthews
Founder
Recent News
2026-07-18
2026-07-17
2026-07-01
Company data provided by crunchbase