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Investment Engineer, Portfolio Management and Platform Confidential

• Texas

• Full-time, on-site An independent registered investment adviser firm is seeking a rare hybrid: an investment professional who can build a portfolio and also help develop software that runs it. You will work alongside the investment committee and an in-house engineering team, helping manage client assets on Schwab while turning research, risk, and trading processes into code inside a proprietary analytics platform. If you have ever been the person on an investment team who writes the Python that everyone else depends on, or the engineer who reads 10-Ks for fun, this role was built for you. About the firm The firm runs a set of model portfolios alongside systematic equity, options income, and fixed income strategies, with Schwab as primary custodian. Every model runs under a written IPS and a disciplined supervision cadence reviewed by an investment committee. The firm is also building an AI-native wealth and planning platform for independent advisors, including a proprietary market data, portfolio management, and analytics engine. That engine is where the research lives: custom indicators, risk analytics, Monte Carlo and capture-ratio reporting, and model-versus-actual drift monitoring. The advisory business is the platform's first customer, so your work touches real client money and real product at the same time. What you will do Portfolio management (about half your time) Help run model portfolios on

Schwab:

rebalancing, trade preparation, cash management, and drift control across client accounts. Run and refine systematic strategies, including equity rotation, defensive allocation, and options income Produce daily, weekly, and monthly supervision reports covering concentration, cash, client risk alignment, and IPS compliance Prepare research and position rationale for the investment committee, with total-return performance reporting Engineering (about half your time) Build and maintain the analytics platform: indicator research, backtests with walk-forward validation, risk metrics (Sortino, capture ratios, R-squared, Monte Carlo), and portfolio history Integrate custodian, brokerage, and third-party market data into clean, tested pipelines Turn manual workflows into automation: trade tickets, rebalancing checks, drift alerts, and compliance exception reports Work with an in-house AI agent stack so its output is accurate, auditable, and reaches the right person Partner with frontend and platform engineers to ship analytics that outside advisors will use every day Requirements Investment credential: CFA charterholder, or passed CFA Level II or higher. Equivalent credentials considered (CAIA, FRM, or CMT Level II and above) Engineering degree: bachelor's or higher in computer science or finance, computer engineering, or a closely related engineering discipline

Experience:

3+ years in portfolio management, investment research, or quantitative analysis at an RIA, asset manager, hedge fund, or broker-dealer

Schwab:

hands-on experience with Schwab Advisor Center and Schwab's trading and rebalancing tools (iRebal or similar), including block trading and account-level cash management

Code:

strong Python (pandas, NumPy) and SQL; comfortable with REST APIs, Git, and writing tested, production-quality code

Markets:

working command of equities, ETFs, fixed income, and listed options, including Greeks, assignment mechanics, and options income strategies

Judgment:

you treat client money with care, document your reasoning, and understand that compliance is part of the job, not an obstacle to it Nice to have Experience at a firm that builds its own fintech or portfolio software Brokerage API and market data vendor experience TypeScript or React exposure, enough to collaborate closely with frontend developers Experience building with LLMs or AI agents for research or operations Familiarity with risk-tolerance tools and the SEC Marketing Rule Exposure to alternative investments Series 65 license, or willingness to obtain it within 90 days of hire Compensation and how to apply Competitive base salary plus performance bonus, with the opportunity to share in the platform's growth. CFA exam and charter support included. Reports to firm leadership. To apply, submit your resume through this posting with a short note describing one investment process you automated: what it did before, what you built, and what changed. Links to a GitHub profile, a backtest, or a research write-up are welcome. All applications are held in confidence. Equal opportunity employer.

Pay:

$50,000.00 - $75,000.00 per year

Benefits:

Paid time off Professional development assistance

Work Location:

In person