Finance · Global
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.
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:
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
Bonus Skills
Background
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: