Solutions Engineer, Operations

Opto is engineering the future of private markets to improve client outcomes and drive capital to the most transformative ideas.

The opportunity is huge. The global alternative investments industry was worth an estimated $16.8T at the end of 2023, but is forecast to grow to $29.2T by 2029. But the private investment process typically remains opaque, highly manual, and error-prone, which limits access to the select few insiders who are willing to bear the pain.

Opto is a revolutionary end-to-end solution for wealth managers of any size - from small investment advisors to large multi-family offices to private banks - to build, fundraise for, and manage private markets programs at scale. We combine exceptional Silicon Valley engineering talent with experienced investors and industry specialists to fix this broken system through the power of technology. Our platform banishes the nightmare of slide decks, spreadsheets, and paperwork to the past, and arms our clients with the tools, data, and guidance to identify and access the right opportunities for their clients.

Fixing private markets will not be easy and demands courage, but we’re not afraid to do things differently. We are unapologetically bold. We value strong opinions, clear communication, and purposeful execution.

Up for the challenge? Come join us.

About the Role

You will be an integral part of a close-knit Operations team, participating in all aspects of operational, fund administration, compliance, audit, and tax functions. As a Solutions Engineer, you will partner with Operations to help identify problems and create solutions, which may include building custom data integrations, extending platform capabilities, and more.

Solutions Engineers at Opto face the challenge of turning complex business problems into elegant and pragmatic engineering solutions. If you are a technology enthusiast looking to break into a technical role and solve challenging problems with us, you could be a good fit here. This unique opportunity offers significant ownership and a chance to gain both technical and business experience, allowing you to shape your career trajectory.

Required Skills

Proficiency in programming languages such as Python, Javascript, and/or SQL

Solid understanding of data structures, algorithms, and software design principles

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

Strong bias toward tool building and process optimization over repetitive work

Ability to abstract complex problems into elegant technical solutions

Familiarity with accounting software and investment funds

Knowledge of GAAP is a plus

Solid organizational and time-management skills

Capable of multitasking in a daily, deadline-driven environment while keeping others well-informed

Background

1+ years of work experience at an audit firm, fund administrator, similar Fintech platform, or investment firm

Bachelor’s degree or equivalent experience

How to Apply

Please fill out the below fields, and attach a Resume and Cover Letter. Why a Cover Letter? We receive a high volume of applicants, and we have real humans that read each and every resume, we encourage you to use creativity in your Cover Letter and speak directly to why you want to join our team!

We will review your resume in as timely a manner as we are able to, so kindly refrain from reaching out to hiring managers or other Opto team members via email or linkedin, as this won't improve or fast track your application.

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 $120,000-$160,000 dependent on skills, experience and expected contribution.

All full time employees at Opto enjoy:

Significant equity

Health, dental, and vision insurance

Unlimited PTO

Retirement savings plan (401k)

Learning, Fitness, Commuter & WFH stipends

Paid Holidays

This position is based primarily onsite in either our San Francisco or New York City offices.