Our mission is 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 investment platform provides financial advisors with expert insights and tools to help them discover, execute, and service private investment strategies that help their clients build long term wealth.

Opto Investments

Financial Planning and Analysis

• As a leader in Opto’s investment team, you will be critical to executing Opto’s vision of empowering fiduciaries to invest confidently in private markets. You will focus on investment research and diligence across a wide range of bespoke client mandates including overall portfolio construction and investment research/diligence both at the manager and direct investment level. You will provide insight and guidance in further developing software and data-driven manager research for the Opto platform in partnership with its technology team.
• Your day-to-day will include:
- Developing Opto’s overall private market views by monitoring overall market trends and demand in the alternative investment space, including private equity, venture capital, real estate, private credit, infrastructure and other asset classes
- Building multi-asset private market portfolio to fulfill client mandates
- Qualitative and quantitative manager and investment research and due diligence
- Continuing to scale systematic processes for investment due diligence, investment performance, and ongoing risk monitoring
- Developing market research and educational materials in partnership with our content team


Senior Investment Manager, Private Markets

Backend Engineer

• Software Engineers at Opto are tasked with the challenge of turning complex business problems into elegant and pragmatic engineering solutions
• Context-driven, customer- and stakeholder-empathetic builders of tools and systems
• End-to-end owners of engineering problems and solutions who constantly challenge one another to evolve as builders and collaborators
• Fun environment with a focus on evolving as builders and collaborators

Software Engineer, Backend

Full-stack Engineer

Company Overview 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 Role Software Engineers at Opto Investments are tasked with the challenge of turning complex business problems into elegant and pragmatic engineering solutions. We are context-driven, customer- and stakeholder-empathetic 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? The Investment Analytics team partners with investment decision makers to distill complex financial data into creative workflows for analyzing private investments. Our mission requires a diverse range of expertise including frontend, backend, data, quantitative modeling, and financial analysis, so we are a multi-faceted team that is always looking to experiment and bring clarity to the previously opaque world of private investments. Our tech stack consists of a series of React-based Next.js Typescript applications hosted in Vercel. Behind that a collection of Aurora-backed Python and Java REST API services are hosted as containerized applications in AWS. We make use of AWS Lambda for asynchronous tasks and we rely on Snowflake for data ingestion and warehousing. Our service deployments are completely automated and execute multiple times daily. Our tech stack continues to evolve, driven by our shared principles of optimizing for modularity, scalability, and team-level service ownership.

Opto Investments Jobs in New York City