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.
About The Role
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
About You
You’re an experienced private markets allocator that is on top of industry trends and has a track record of identifying innovative strategies and managers across private markets. You’re a strong analytical thinker able to execute quantitative and qualitative analysis. You’re independent, able to identify gaps/reorient your analytical strategies to answer the questions at hand without constant guidance, and strong at cutting through problems with incomplete information. We can give you a question and you come back later with the best way to answer it and what answer that analysis provides. You’ve got a bit of a bent towards systematic thinking and a need to make processes more efficient. And most importantly, you’re passionate about financial markets and improving how private markets are connected to the world!
Required Skills
Quantitative analysis skills (fluency in performance data, reporting, economic data, and portfolio math)
Qualitative analysis
Strong communicator (written, verbal, and visual)
Independent problem solver
Experience using technology to source, research and analyze private investments
Bonus Skills
Experience building quantitative manager research tools
Ability to code and/or build custom financial models
CFA charterholder/CAIA
Background
5-10 years of experience in an allocator role within private markets/alternative investments
Bachelors Degree in business, finance, economics or related field
Experience working with data and analysis tools
Compensation And Benefits
Opto has a high bar for talent, and we are committed to building the best teams possible. Candidates are never subjected to discrimination based on race, citizenship, religion, ethnicity, gender or gender identity, sex, pregnancy, national origin, age, sensory, mental, or physical disability, or any other characteristic.
The successful candidate for this role can expect a generous compensation and benefits package. The cash salary range for this role is $185,000-$225,000 dependent on skills, experience and expected contribution.
All full time employees at Opto enjoy:
Significant equity
Health, dental, and vision
Unlimited PTO
Retirement savings plan (401k)
Learning, Fitness & WFH stipends
Paid Holidays, Including closing the week in between December 25th and January 1st
Seniority level
Director
Employment type
Full-time
Job function
Finance and Sales
Industries
Software Development
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