Portfolio Implementation Associate Jobs in California

Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes.
Our mission is to enhance lives and legacies.
Senior Associate/Vice President - Lead Software Developer
San Francisco, California
We are looking for an exceptional software engineer in San Francisco to support the growth of our investment advisory firm. This is an opportunity to work alongside individuals who are united by a strong sense of teamwork, service, and excellence. Our hallmarks of responsiveness, availability, dependability, and competency are among our highest priorities.
About the role
This software development role sits within the Investment Strategy team, which is responsible for top-down portfolio construction and asset allocation, for macroeconomic and capital markets research, and for portfolio implementation and rebalancing using our proprietary client portfolio management systems and tools. These tools are used to rebalance portfolios, generate portfolio analytics, and monitor portfolios.
This individual will use their depth of experience in software engineering and design to enhance our existing system and to add new functionality and solve challenging future problems. The individual will maintain and upgrade the application code as well as the web UI, striving for a balance between responsiveness and reliability of our applications.
The senior (VP) role is one of ownership of the systems and entails both hands-on technical work as well as planning for large scale expansion / integration to create the next generation system. The role also involves interfacing with third parties, collaboration with internal business groups, and mentoring and coaching junior members of the investment technology team.
About you
You are excited to work on a small fast-moving team that is continuously building new products and features while supporting daily investment processes that are critical to the firm's investment platform and investment operations. You are interested in working throughout the stack, and place equal importance on both front-end and back-end development projects. You display an ownership mentality, possessing a combination of an entrepreneurial attitude along with the knowledge and experience needed to design and build highly robust and flexible systems. You take a pragmatic rather than dogmatic approach to your work. You are comfortable taking initiative and being self-directed while also highly capable of collaborating closely with peers and with junior team members. You communicate well with teammates who have technical backgrounds as well as with those on the business side. Your qualifications include:

• Degree in a related field, such as computer science, computer systems, engineering, etc.

• Senior Associate level software developer role: 5-8 years of software engineering experience

• VP level lead software developer role: 5-10 years of software engineering experience, including 2-3 years of leading software development projects

• Strong Python programming experience along with experience in SQL and ETL processes

• Experience supporting critical production systems

• Experience with AWS, Airflow, git, bash, and Jira a strong plus

• Willingness to contribute throughout the stack

• Strong project management and verbal and written communication skills
• Discreet in handling sensitive and confidential information

Additional desirable qualities and experience:

• Expertise in Pandas

• Knowledge of Dash or Flask

• Experience with Docker and/or Kubernetes

• Understanding of Postgres database management and administration

• Experience with Aristotle or Volcano-X trading platform integration APIs
• Familiarity with Addepar and Salesforce

Compensation & Benefits
Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks. We apply a total reward philosophy when determining compensation terms. The expected base salary for this role in San Francisco, California will range from $150,000 to $200,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.
Our benefits package includes:

• Medical, dental & vision insurance - 100% of premium covered for employees

• 401k participation with employer contribution

• Generous paid time off

• Commuter benefits program (pre-paid tax dollars towards your commute)

• Fitness Reimbursement

• Annual Professional Development Stipend

We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities.
Jordan Park is always seeking great talent. We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.
For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice
Jordan Park is an SEC-registered investment adviser (RIA).