WHO WE ARE:
TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, SEI, Motive Partners and a who’s who of the financial service industry. We are creating engaging wealth experiences to better financial lives through AI and investment intelligence powered personalization. We are working to change the world of wealth in ways that personalization has changed the world of movies, music and more but with the added responsibility of delivering better wealth outcomes.
We use design and behavioral thinking to enable engaging experiences through software and application programming interfaces (APIs). We use investment science and intelligence to build algorithmic engines inside the software and APIs to enable better investor outcomes.
In a world where every individual is unique, we match them to financial advice and investments with a recognition of their distinct needs and goals across our investment marketplace and our advice and planning divisions.
OUR VALUES: Go with your GUT
- Grow at the Edge. We are driven by personal growth. We get out of our comfort zone and keep egos aside to find our genius zones. With self-awareness and integrity we strive to be the best we can possibly be. No excuses.
- Understanding through Listening and Speaking the Truth. We value transparency. We communicate with radical candor, authenticity and precision to create a shared understanding. We challenge, but once a decision is made, commit fully.
- I Win for Teamwin. We believe in staying within our genius zones to succeed and we take full ownership of our work. We inspire each other with our energy and attitude. We fly in formation to win together.
ABOUT HELIX by HL:
Helix by HL is the first-of-its-kind generative AI assistant for the private markets industry and is set to redefine the landscape of alternative investment innovation. It combines TIFIN's technological expertise with Hamilton Lane's industry-leading database that draws on more than $16.7 trillion in private market commitments across 51 vintage years, along with an expansive library of expert, research-based market analysis, as of September 30, 2023. Helix provides data-centric information around private markets benchmarking, forecasting, and diligence and will help educate private wealth investors and their intermediaries on the asset class and current trends within the private markets.
Helix was recently funded by FINTOP capital in a Seed+ round as of December 2023.
WHAT YOU'LL BE DOING:
We are looking for an experienced Quant Investments Developer to join Helix by HL, a generative AI start-up set to redefine how financial advisors and other wealth managers interact with and execute alternative investment strategies with their clients.
As a Quant Investments Developer, you will report to our CPO, and be an integral part of the team spearheading our quant investments efforts to bring this exciting new technology to the world of alternative investments.
We are looking for someone who can serve as a high-impact individual contributor in a fast-paced environment.
THE ROLE:
- Own the investments domain within the Helix by HL product
- Have a full understanding of the investment data within the product and private markets and answer questions for engineering, product, and sales
- Collaborate with a cross functional agile team spanning design, data science, product management, and engineering to build a high-value roadmap
- Research, develop and test quantitative wealth management models for digital wealth platforms
- Identify potential areas for optimization and performance enhancements including suggestions for the ongoing maintenance and improvement of overall code quality
- Optimizing and expanding our modeling toolkit to handle new products and situations
- Develop code to extract data from various sources to support development of the models
- Provide realistic estimates for project and software development timelines ensuring accountability.
- Stay current on industry development and trends to maintain ongoing business awareness and a competitive edge
- Advise the team on best practices
- Help shape company culture as an early stage hire
WHO YOU ARE:
- Advanced training in Financial Mathematics, Statistics, Physics, Computer Science, or another highly quantitative field (Bachelors, Masters, PhD degree)
- 3+ years of relevant experience in a quantitative finance area including software development or research product management
- Experience with private markets; preferable as a fund research analyst or performance analyst
- Strong understanding of private market data; especially performance data
- Understanding of private market investment life cycle; research, allocation, commitments, capital calls, distributions, etc.
- Knowledge of how advisors incorporate private market funds in their models and client portfolios
- Experience with portfolio optimization and ability to create/code optimizers
- Hands on experience in the full life cycle of strategy development research, including idea creation; data collection/cleansing; analysis; testing; and deployment
- Strong low latency coding and quant skills in programming languages such as: Python and R
- Strong understanding of portfolio optimization theory, financial modeling, and statistical optimization techniques
- Gets a sense of achievement out of seeing their code running in the real world. Likes to get involved in performance and machine specifics when optimizing code speed
- Ability to thrive in a highly demanding, entrepreneurial, and fast-paced environment
- Highly flexible, good tolerance for ambiguity, and able to quickly adapt to changing priorities
- An exceptional team player with strong communication skills
COMPENSATION AND BENEFITS PACKAGE:
For New York Applicants: The expected starting salary range for this position in New York is between $150,000 - $180,000. Applicable salary ranges may differ across markets. Actual pay will be determined based on experience and other job-related factors permitted by law. The position is also eligible for incentive compensation as well as client acquisition bonus programs.
TIFIN offers a competitive benefits package that includes:
- Performance linked variable compensation, including equity
- Medical, dental, vision, life and disability insurance
- Flexible Spending Account (FSA) and Health Savings Account (HSA)
- 401(k) Retirement Plan
- Flexible PTO policy and Company-paid holidays
- Parental Leave: 12 week paid maternity, 4 week paid paternity leave
- Corporate Social Responsibility and volunteering opportunities
- Access to our Chief Mindfulness Officer, including 1:1 personal coaching for rising stars
- Company sponsored events like Qi Gong, Lunch & Learns, Development Workshops, Dinners, Happy Hours, and more!
- The ability to make a real impact in an incredibly fast-growing organization
A note on location. While we have team centers in New York City, San Francisco, Charlotte, and Mumbai, TIFIN is headquartered in Boulder, CO and our preference is to build the team here whenever possible, so relocation packages are available for any candidate willing to relocate to the Boulder area.
TIFIN is proud to be an equal opportunity workplace and values the multitude of talents and perspectives that a diverse workforce brings. All qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status.
What We Do
Founded in 2018, TIFIN creates engaging wealth experiences to improve financial lives through AI and investment intelligence (II) driven personalization for the advised or self-directed investor.
We deliver this through our investment communities and marketplace Magnifi (https://www.magnifi.com/) and TIFIN Wealth (https://www.tifinwealth.com/), a collection of personalization and intelligence capabilities for wealth managers and other intermediaries.
Learn more about us at https://tifin.com/.
