• (925) 299-7782
  • sales@advisorsoftware.com

Careers

Our Employees Fuel Our Success

Join our seasoned industry experts, innovators, and collaborators. We're relentlessly focused on driving results. Our workplace is fast-paced, as we’re constantly evolving to meet the needs of the FinTech industry and the clients we serve. You’ll have an opportunity to make an immediate impact.

Interested in making a difference? We’d like to hear from you.


Just a Few of Our Perks...

Intelligent and creative co-workers
Casual dress
Competitive time off policies including paid holidays and your choice of floating holidays
Stocked kitchens with unlimited snacks
Flexible Spending Account (FSA)
Onsite gym
Top notch medical, dental, vision, life insurance & disability coverage
401(k ) Retirement Plan
Tuition Reimbursement Plan
ASI headquarters is adjacent to BART and very accessible to all areas of the Bay Area
Fun Day outings with the team


Current Openings

Senior Software Engineer (Data Operations)

 

ASI is looking for a Senior Lead Engineer to maintain and enhance the Data Operations system.  This is a financial data warehouse and analytics system that supplies basic data and analytics about stocks, mutual funds, inflation, education costs, real estate prices, etc. for the Digital Advisor Enterprise platform. This position requires monitoring the daily and monthly automated data processing jobs, enhancing the system in response to customer feature requests, new analytics, and changed in the input data sources, improving the system to make it run faster and increase reliability and maintainability. Duties also include investigating and resolving inconsistencies between various data sources, answering questions by researching data. Candidates must be able to take ownership of mission critical applications, be detail-oriented, have strong communication skills, and able to work in a team-oriented and challenging fast-paced environment.

What You'll Do:

Develop and enhance daily, monthly, and quarterly ETL processes.

Ensure that data is supplied every day to the Digital Advisor Enterprise, via automated jobs.

Modify the ETL process to support new data sources.

Modify the analytic and delivery processing to fix bugs and add new features.

Streamline the data process to improve performance and ease of operation.

Publish documentation and collaborative information using Confluence / JIRA.

Interact with Engineering team, Product Managers, QA and other groups.

Take ownership of analytic applications such as Style Analysis, Efficient Frontier, Capital Market Assumptions, Monte Carlo Data Preparation.’

Follow and contribute to improvement of established Engineering Department standards and best practices of design, documentation, unit testing and code reviews.

What We're Looking For:

Bachelor’s Degree in STEM

Extensive experience with C++ and Python.

Experience with any SQL Database, preferably MySQL, PostgreSQL, SQL Server.

Experience with Amazon Web Services, specifically EC2, S3, Lambda.

Ability to work independently and take ownership of code and data operations.

Hands on experience in Atlassian software development and collaboration tools - JIRA, Confluence, Bitbucket

Wealth Management / Financial software domain knowledge, a big plus

Experience with Java and API development a plus.

Agile and Scrum development experience

 

About Advisor Software, Inc.

Advisor Software, Inc. (ASI) provides cloud platforms to empower today’s advisor and wealth management companies. Customized to suit the needs of each of our clients, ASI’s products address a range of advisor functional needs, including Planning, Proposal Generation, Portfolio Construction, Rebalancing, Digital Advice, and Investment Analytics. ASI’s solutions have been used by over 100,000 advisors.

 

Salary / Benefits:

Salary commensurate with experience

ASI Offers a comprehensive benefits package, including:

Competitive time off policies including paid holidays and your choice of floating holidays

Top notch medical, dental, vision, life insurance & disability coverage

Stocked kitchens with unlimited snacks

Flexible Spending Account (FSA)

Onsite gym

401k Retirement Plan

Tuition Reimbursement Plan

 

ASI headquarters is adjacent to Bart and very accessible to all areas of the Bay Area (this is not a remote job)

 

To apply, please send cover letter and resume to asi_jobs@advisorsoftware.com
You must put Sr Engineer - Data Operations in the subject line.

 

ASI is an Equal Opportunity Employer

 


Senior Software Engineer - Backend

ASI core engineering team is looking for a Senior Developer who will help lead the design and development of Digital Advisor (DA) Enterprise platform. DA platform has many modules like investment Portal, Onboarding and Custom Proposal Generation, Portfolio Rebalancer, Monte Carlo Simulation Engine, just to name a few.

You will be joining the team that designs and builds core backend components that services the DA Enterprise application. You will be exposed to a distributed application stack consisting of front-end technologies like React, Angular, NodeJS. These front-end technologies interact via REST APIs, in a distributed multi-tenant micro-service based architecture, backed by components like Elastic Load Balancer, Nginx, Apache Tomcat, Redis, Postgres, SQL-Server. You would need to have extensive knowledge and hands-on experience in gathering of requirements, analysis, design and implementation phases.

What You'll Do:

Work on various backend components with focus on Portfolio Rebalancer / Efficient-Frontier Optimizer, and Monte Carlo Simulation.

Execute end-to-end software development and deployment in an agile CI / CD environment.

Follow and contribute to improvement of established Engineering standards and best practices of design, documentation, unit testing and code reviews

Design, build and enhance high availability cloud native REST APIs on AWS.

Work on cloud technologies like Nginx, Docker / Containers, AWS ECS, S3, SQS, ELB, Fargate, Sagemaker; backed by Redis and PostgreSQL.

Partner and work collaboratively with people across Product, Design and Engineering teams.

What We're Looking For:

BS or MS degree in STEM.

Over 8+ years of experience developing enterprise level cloud based multi-tenant web applications using Java, C++ or Python.

Solid foundation in data structures, financial algorithms and software design with strong analytical and debugging skills.

Familiarity with mathematical models, Machine Learning, and financial engineering algorithms like MCS, Mean Variance Optimization, Cholesky Decomposition, using Apache Commons Math library.

Expertise in designing, developing and provisioning REST APIs using 3Scale.

Familiar with deploying and scaling containerized services using Docker, and/or AWS ECS / Fargate.

Experience deploying secure server-less APIs with AWS Lambda is a plus.

 

 

About Advisor Software, Inc.

Advisor Software, Inc. (ASI) provides cloud platforms to empower today’s advisor and wealth management companies. Customized to suit the needs of each of our clients, ASI’s products address a range of advisor functional needs, including Planning, Proposal Generation, Portfolio Construction, Rebalancing, Digital Advice, and Investment Analytics. ASI’s solutions have been used by over 100,000 advisors.

 

Salary / Benefits:

Salary commensurate with experience

ASI Offers a comprehensive benefits package, including:

Competitive time off policies including paid holidays and your choice of floating holidays

Top notch medical, dental, vision, life insurance & disability coverage

Stocked kitchens with unlimited snacks

Flexible Spending Account (FSA)

Onsite gym

401k Retirement Plan

Tuition Reimbursement Plan

Casual Dress

Fun Day Outings with team

 

ASI headquarters is adjacent to Bart and very accessible to all areas of the Bay Area (this is not a remote job)

 

To apply, please send cover letter and resume to asi_jobs@advisorsoftware.com

You must put Senior Software Engineer in the subject line.

 

ASI is an Equal Opportunity Employer