Top Tech Jobs & Startup Jobs in Boston, MA

Design and implement portfolio-construction and trade-execution models, focusing on optimization, risk modeling, tax-aware execution, and backtesting. Translate research into production-quality systems, collaborate with investment and engineering teams, validate strategies against historical data, and maintain robust, scalable services for managing client portfolios.

Build and maintain core financial backend systems (trading, ledger, billing), transaction processing, reconciliation, and portfolio state management. Design and scale real-time and batch data pipelines, architect APIs and backend services, ensure reliability and observability, and contribute to distributed system design (event-driven, microservices, streaming). Partner with ML teams as needed.

Serve U.S. clients by developing and executing comprehensive financial plans and multi-asset portfolios. Systematize model portfolios with product and engineering teams, manage implementation and monitoring, produce market and investment content, ensure regulatory compliance and fiduciary standards, and collaborate cross-functionally to deliver scalable advisory solutions and excellent client experiences.

The Senior Investment Advisor will develop financial plans, manage client portfolios, educate clients, and ensure compliance with regulations while building strong relationships with clients.