Director of Investment Technology

We need to output HTML fragment with sections: About the role? Actually the posting includes "About Concentric Innovation" description, then "Position Summary", then "Key Responsibilities", then "Qualifications", then benefits, pay, visa sponsorship, etc. We need to use

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. However we must only include sections when posting has real specific content. We have content for About the role? The "About Concentric Innovation" is about the company, not the role. The instruction says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should map content accordingly. We have: - About the role: maybe the Position Summary and description of role. Could be considered "About the role". We'll include that. - Responsibilities: Key Responsibilities section. - Requirements: Qualifications section (maybe includes qualifications). Could also include "Requirements" as heading for qualifications. - Skills: maybe not explicit separate list; but we have technical expertise list within qualifications. Could treat as Skills. - Benefits: benefits paragraph. - Pay: pay transparency paragraph. - Schedule: not mentioned, so we should NOT include Schedule section. Also we should not include visa sponsorship, EEO, etc. Remove boilerplate. We need to preserve all substantive information; do not invent or summarize away detail. So we need to keep the details from each section. We need to use

• for any list of duties/requirements/benefits, and

  for prose. Thus we need to parse the content into lists where appropriate. Let's extract: About Concentric Innovation: description of firm. This is not about the role but could be considered "About the role"? Actually "About the role" would be position summary. The firm description could be considered part of "About the role"? Might be better to include as part of "About the role" (since it's about the company). But we could also treat as separate section? Not in allowed headings. We'll put it under About the role as prose. Position Summary: paragraphs describing role responsibilities overview. Could be part of About the role as well. Key Responsibilities: bullet points (though not explicitly bullet but each line starts with a bold heading? Actually they are paragraphs with bold headings like "Infrastructure, Automation & Scale", then sentences. We need to turn into list items. We'll create

  • for each responsibility bullet. Qualifications: list of qualifications (each line starts with a bold heading? Actually they are paragraphs with bold headings like "10+ years of experience...", "Demonstrated success...", etc. We'll turn each into
  • . Skills: maybe we can extract technical expertise list: "Strong technical expertise in software engineering, database architecture, data pipelines, APIs, automated workflows, cloud infrastructure, release management, testing, monitoring, and controls required for high-volume, high-precision investment environments." Also "Experience evaluating, implementing, integrating, or replacing OMS/EMS, portfolio accounting, optimization, market-data, reconciliation, and reporting platforms." Also "Experience evaluating and applying AI technologies..." etc. Could be part of Qualifications but we can make a Skills section. Benefits: paragraph about benefits. Pay: paragraph about pay transparency. We must not include visa sponsorship, EEO, etc. Now produce HTML fragment. Structure:

    About the role

    ... (firm description + position summary)

    Responsibilities

    • ...
    ...

    Requirements

    • ...
    ...

    Skills

    • ...
    ...

    Benefits

    ...

    Pay

    ...

    We must not repeat job title as heading. Not include Job ID. Now we need to extract exact sentences, preserving all substantive information, not inventing or summarizing away detail. We must keep details. Let's copy relevant text. From posting: About Concentric Innovation: "Concentric Innovation (“Concentric”) is an investment management firm specializing in customized direct indexing and integrated portfolio solutions for independent RIAs, family offices, and institutional investors. Founded in 2001 and based in San Francisco, the firm has spent over two decades refining its proprietary technology to deliver tax-efficient investment outcomes and specializes in developing investment solutions at scale for its clients. Managing $13+ billion in assets, Concentric's mission is to empower advisors with precision-driven solutions that streamline operations, optimize investment objectives, and enhance client experiences. Since 2022, Concentric has been an affiliate of Pathstone Family Office, LLC, fueling collaboration with a like-minded wealth management partner, expanding its reach and capabilities for a new generation of investors. Operating at the intersection of quantitative investing, technology innovation, and client-first service, Concentric offers an innovative environment where talented professionals can help shape the next generation of investment management infrastructure." Position Summary: "Concentric is seeking a highly technical, investment-fluent Director of Investment Technology to oversee the modernization, development, and operational scaling of Concentric’s investment technology platform. This leader will be responsible for the engineering team, database management, workflow automation, and the evolution of Concentric’s proprietary codebase supporting model management, portfolio optimization, trading, reconciliation, reporting, and investment operations. This role will require a hands-on technology leader with experience in quantitative investment management, systematic portfolio implementation, data engineering, and mission-critical investment systems. The ideal candidate will have worked in or closely supported a quantitative investment management firm, systematic asset manager, hedge fund, direct indexing platform, or similarly sophisticated investment technology environment where code, data, models, trading, and operations are tightly integrated. The mandate is to build a durable, institutional-grade technology foundation that allows Concentric to scale with AUM growth, account growth, strategy complexity, and broader Pathstone adoption while reducing manual processes, human inputs, spreadsheet dependency, and key-person risk. The role will prioritize engineering discipline, database architecture, workflow automation, code quality, system reliability, throughput, controls, and operational leverage across the full investment lifecycle—from model ingestion and portfolio construction through order generation, trade execution, reconciliation, exception management, and post-trade analytics. Client-facing tools and user experience remain relevant, but this position is first and foremost a technology, engineering, and investment-systems leadership role focused on scaling the investment engine behind Concentric’s customized portfolio solutions." Key Responsibilities: "Infrastructure, Automation & Scale Lead the modernization of Concentric’s automated trading, optimization, and portfolio implementation infrastructure to support materially greater account volume, strategy breadth, and trade execution. Partner closely with Concentric’s investment, trading, operations, and Pathstone technology stakeholders to translate investment workflows into scalable engineering requirements, automated production processes, maintainable code, and AI-enabled workflow enhancements where appropriate. Design systems that improve speed, reliability, auditability, and control across frequent rebalancing, tax-loss harvesting, factor tilts, manager replication, and customized account-level restrictions. Support the technology enablement of new and existing investment capabilities, including active tax indexing, factor tilts, purpose-driven portfolios, active manager replication, fixed income integration, sleeving, and other customized solutions. Technology Organization, Investment Data Architecture, Controls & Analytics Reduce key-person dependency by documenting critical code, databases, workflows, data dependencies, production jobs, release processes, and operating procedures across Concentric’s technology stack. Establish disciplined DevOps, infrastructure, security, compliance, QA, regression testing, and release-management practices appropriate for investment systems. Own the investment data architecture across Concentric, including market data, benchmark data, model data, account restrictions, holdings, tax lots, trades, performance, and custodial data. OMS/EMS, Portfolio Systems & Third-Party Integrations Partner with investment operations and investment leaders to integrate critical vendors into workflows and technology stack, including portfolio accounting, OMS/EMS, market-data providers, custodians, optimization tools, Advent, Salesforce, and related workflow platforms. In this role, you will need deep experience with technology used in quantitative investment management and trading environments including APX, Bloomberg, InvestTools, Salesforce, FixFlyer, Python, C#, SQL, .NET, and APIs." Qualifications: "10+ years of experience in investment technology, quantitative investment management technology, systematic trading systems, asset-management engineering, financial data platforms, or a similarly complex financial technology environment. Demonstrated success modernizing proprietary codebases, databases, automated workflows, trading infrastructure, portfolio-management systems, or other mission-critical investment technology platforms. Strong understanding of quantitative portfolio construction, optimization, rebalancing, tax-aware investing, trading workflows, market data, portfolio accounting, and investment operations. Experience leading engineering teams and managing production databases, including accountability for code quality, data quality, system uptime, documentation, change management, and technical delivery. Experience working directly with portfolio managers, quantitative researchers, traders, investment operations, compliance, and technology teams to translate investment requirements into scalable systems. Strong technical expertise in software engineering, database architecture, data pipelines, APIs, automated workflows, cloud infrastructure, release management, testing, monitoring, and controls required for high-volume, high-precision investment environments. Experience evaluating, implementing, integrating, or replacing OMS/EMS, portfolio accounting, optimization, market-data, reconciliation, and reporting platforms. Exceptional attention to detail, operational discipline, risk awareness, and quality standards appropriate for systems that directly influence client portfolios and trading outcomes. Strong technical leader and communicator who can build credibility with engineers, database professionals, quantitative investment teams, traders, operations leaders, and senior business stakeholders. Ability to set a pragmatic technology roadmap, prioritize infrastructure and codebase modernization, manage engineering execution, improve data governance, and drive organizational change in a growing investment platform. Experience evaluating and applying AI technologies, workflow automation tools, intelligent agents, or machine-learning-enabled processes to improve engineering productivity, data integrity, exception management, documentation, and scalable investment operations. Experience operating effectively in a private equity supported, high-growth, or transformation-oriented organization is preferred." Benefits: "Our talented people are our greatest asset and therefore we offer a competitive, and flexible benefits program that helps meet the needs of our team members and their families. Concentric Innovation’s generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more." Pay: "Pay Transparency: Concentric’s expected starting base compensation range for the position as of the time of this posting is $175,000 - $220,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award." We should not include visa sponsorship etc. Now we need to split into sections. About the role: combine About Concentric Innovation and Position Summary? Probably yes. We'll put both paragraphs in

    maybe separate

    elements. Responsibilities: we need to break each bullet into

  • . The responsibilities have headings like "Infrastructure, Automation & Scale" etc. Should we keep those headings inside
  • ? Probably each bullet can be a sentence; we could keep the heading as part of the
  • text. Eg: "
  • Lead the modernization of Concentric’s automated trading, optimization, and portfolio implementation infrastructure to support materially greater account volume, strategy breadth, and trade execution.
  " etc. We'll need to capture each sentence after the heading. Let's list responsibilities sentences: Under Infrastructure, Automation & Scale: - Lead the modernization of Concentric’s automated trading, optimization, and portfolio implementation infrastructure to support materially greater account volume, strategy breadth, and trade execution. - Partner closely with Concentric’s investment, trading, operations, and Pathstone technology stakeholders to translate investment workflows into scalable engineering requirements, automated production processes, maintainable code, and AI-enabled workflow enhancements where