About the position
We are on a mission to ensure that the financial system is routing money to the best ideas while helping people build and protect their long-term financial health. Our platform empowers financial advisors to learn about, build personalized strategies around, and invest in (previously inaccessible) private investments to help them grow their businesses and improve the outcomes of their clients. The market for private investments is expected to grow by $2 trillion in the next decade, but remains largely inaccessible to the majority of non-institutional investors. Our platform provides exclusive educational content, personalized guidance, bespoke investment options, and a streamlined investment process to help make these investments more accessible than ever before. Software Engineers at Opto are tasked with the challenge of turning complex business problems into elegant and pragmatic engineering solutions. We are context-driven, customer-centric builders of tools and systems. We are end-to-end owners of engineering problems and solutions who constantly challenge one another to evolve as builders and collaborators. Oh, and we have fun along the way, because otherwise, what's the point?
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, 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
Requirements
- 4-year technical degree (or equivalent work experience)
- 0-2+ 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
Benefits
- Significant equity
- Health, dental, and vision
- Unlimited PTO
- Retirement savings plan (401k)
- Learning, Fitness & WFH stipends
- Paid Holidays
