The RoleFarther's trading team is building institutional-grade portfolio management and order management infrastructure - the kind that handles $100B+ in AUM across thousands of client accounts. We're looking for a Quant Portfolio Developer who can own the analytics layer: account performance, cost basis, risk modeling, and the quantitative foundation that makes sophisticated execution possible. You'll work closely with a small team of trading engineers and specialist contractors to build systems that didn't exist before.
Your Impact- Build optimized Python analytics for portfolio measurement at scale - supporting multi-asset books across tens to hundreds of billions in AUM
- Own cost basis, holdings, and transaction data integrity - ingesting custodian data and calculating portfolio returns accurately
- Model portfolio risk across asset classes, including factor, duration, curve, spread, convexity, beta, and options risk exposures
- Support portfolio construction logic and multi-asset allocation workflows
- Contribute to execution algorithm development - including market impact measurement and VWAP-style execution analytics
The Ideal Match- 3-10 years in portfolio performance, analytics, or construction
- Deep familiarity with the trade lifecycle: holdings, transactions, corporate actions, cost basis, and reconciliation
- Multi-asset class experience: equities, fixed income, munis, alternatives, and options
- Fixed income fundamentals: duration, key-rate duration, spread risk, carry/roll, and laddered or optimized bond construction
- Derivatives-aware portfolio construction: delta-based exposures, overlays, and options-related risk measures
- Strong Python - comfortable in Jupyter-centric research workflows for exploratory analysis, back-testing, and rapid prototyping
Bonus Points- AWS experience
- Experience with PMS or OMS platforms (e.g., Black Diamond, Advent, Charles River)
- Background at a custodian (Schwab, Fidelity) or trading house - you've seen this problem from the other side
- Familiarity with Black-Litterman, shrinkage estimators, robust optimization, or Bayesian approaches to portfolio construction
- Familiarity with hierarchical risk parity, equal risk contribution, or other modern allocation frameworks
Why Join Us- Ground-floor opportunity to build institutional trading infrastructure - from scratch, at real scale
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Chart your own growth path as we scale
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO
Ready to disrupt wealth management? Let's talk! 
