Director of Investment Technology
for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We need to map content to these headings. The posting has sections: About Concentric Innovation (company description) maybe "About the role"? Actually "About Concentric Innovation" is company overview, not role. Could be "About the role" heading but we have content about company. We can put that under About the role
with paragraphs.
Responsibilities: combine Key Responsibilities and sub-sections (Infrastructure, Automation & Scale; Technology Organization...; OMS/EMS...). Use - for list items.
Requirements: maybe Qualifications? The spec says use Requirements heading for list of duties/requirements/benefits. Actually they said: Use
- for any list of duties/requirements/benefits. So we can have a Requirements section with list of qualifications.
Qualifications: maybe separate? But they said use Qualifications heading as possible. However we might combine Requirements and Qualifications? The instruction: Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can include multiple headings as appropriate. We need to include a section ONLY when posting has real, specific content for it. So we need to decide which sections have content.
We have:
- About the role: we have company description and position summary. That's substantive.
- Responsibilities: we have key responsibilities (multiple bullet-like paragraphs). We can turn into list.
- Requirements: we have qualifications list (10+ years experience etc). That's substantive.
- Qualifications: maybe we could split but we already used Requirements for qualifications. Could also have Skills heading for technical skills (experience with APX, Bloomberg, etc). The qualifications paragraph includes many technical skills; we could put those under Skills.
- Benefits: we have benefits paragraph.
- Pay: we have pay transparency range.
- Schedule: not mentioned; we should not create Schedule section because no content.
- Also we have Visa Sponsorship and EEO etc which are boilerplate to remove.
Thus we will output sections: About the role, Responsibilities, Requirements, Skills, Benefits, Pay.
We must not include filler like "commensurate with experience". Not present.
We need to preserve all substantive information; do not invent or summarize away detail. So we need to include all details from the posting, but we can rephrase? Must preserve info, not summarize away detail. We can keep sentences as is, but we can format into
or
- . Must not drop any detail.
We need to be careful not to omit any details like "Founded in 2001 and based in San Francisco", "Managing $13+ billion in assets", etc.
We need to include the position summary paragraphs.
We need to include the responsibilities bullet points: they are paragraphs; we can turn each sentence into
- maybe.
We need to include the qualifications list: each numbered item.
We need to include skills: maybe list of technologies: APX, Bloomberg, InvestTools, Salesforce, FixFlyer, Python, C#, SQL, .NET, APIs.
We need to include benefits paragraph: comprehensive medical, vision, dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.
We need to include pay: expected starting base compensation range $175,000 - $220,000 per year; actual base compensation selected based on factors; successful candidate may also be eligible for discretionary bonus award.
We must not include visa sponsorship, EEO, etc.
We must not include duplicated lines.
We must not include application instructions.
Now produce HTML fragment.
Structure:
About the role
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.
Then Responsibilities:
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.
But note that the last bullet about deep experience could be moved to Skills. However we already have a Skills section. Let's keep it in Responsibilities? Might be better to put under Skills. But the instruction: Use - for any list of duties/requirements/benefits. The deep experience is a requirement/skill. Could go under Skills. Let's split: Keep responsibilities bullets for the first 6 items (Infrastructure, Automation & Scale; Partner; Design systems; Support technology enablement; Technology Organization...; Own investment data architecture; OMS/EMS...). Actually that's 7 items. Then we can have Skills section for the deep experience list.
Let's list responsibilities as:
- Infrastructure, Automation & Scale: Lead the modernization...
- Partner closely...
- Design systems...
- Support the technology enablement...
- Technology Organization, Investment Data Architecture, Controls & Analytics: Reduce key-person dependency...
- Establish disciplined DevOps...
- Own the investment data architecture...
- OMS/EMS, Portfolio Systems & Third-Party Integrations: Partner...
That's 8 items.
Now Requirements: we have qualifications list (10+ years experience etc). We'll put under Requirements as list.
Requirements:
Requirements
- 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.
Now Skills: we can list the specific technologies.
Skills
- APX
- Bloomberg
- for any list of duties/requirements/benefits. So we can have a Requirements section with list of qualifications.
Qualifications: maybe separate? But they said use Qualifications heading as possible. However we might combine Requirements and Qualifications? The instruction: Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can include multiple headings as appropriate. We need to include a section ONLY when posting has real, specific content for it. So we need to decide which sections have content. We have: - About the role: we have company description and position summary. That's substantive. - Responsibilities: we have key responsibilities (multiple bullet-like paragraphs). We can turn into list. - Requirements: we have qualifications list (10+ years experience etc). That's substantive. - Qualifications: maybe we could split but we already used Requirements for qualifications. Could also have Skills heading for technical skills (experience with APX, Bloomberg, etc). The qualifications paragraph includes many technical skills; we could put those under Skills. - Benefits: we have benefits paragraph. - Pay: we have pay transparency range. - Schedule: not mentioned; we should not create Schedule section because no content. - Also we have Visa Sponsorship and EEO etc which are boilerplate to remove. Thus we will output sections: About the role, Responsibilities, Requirements, Skills, Benefits, Pay. We must not include filler like "commensurate with experience". Not present. We need to preserve all substantive information; do not invent or summarize away detail. So we need to include all details from the posting, but we can rephrase? Must preserve info, not summarize away detail. We can keep sentences as is, but we can format into
or
- . Must not drop any detail. We need to be careful not to omit any details like "Founded in 2001 and based in San Francisco", "Managing $13+ billion in assets", etc. We need to include the position summary paragraphs. We need to include the responsibilities bullet points: they are paragraphs; we can turn each sentence into
- maybe.
We need to include the qualifications list: each numbered item.
We need to include skills: maybe list of technologies: APX, Bloomberg, InvestTools, Salesforce, FixFlyer, Python, C#, SQL, .NET, APIs.
We need to include benefits paragraph: comprehensive medical, vision, dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.
We need to include pay: expected starting base compensation range $175,000 - $220,000 per year; actual base compensation selected based on factors; successful candidate may also be eligible for discretionary bonus award.
We must not include visa sponsorship, EEO, etc.
We must not include duplicated lines.
We must not include application instructions.
Now produce HTML fragment.
Structure:
About the role
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.
Then Responsibilities: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.
- for any list of duties/requirements/benefits. The deep experience is a requirement/skill. Could go under Skills. Let's split: Keep responsibilities bullets for the first 6 items (Infrastructure, Automation & Scale; Partner; Design systems; Support technology enablement; Technology Organization...; Own investment data architecture; OMS/EMS...). Actually that's 7 items. Then we can have Skills section for the deep experience list.
Let's list responsibilities as:
- Infrastructure, Automation & Scale: Lead the modernization...
- Partner closely...
- Design systems...
- Support the technology enablement...
- Technology Organization, Investment Data Architecture, Controls & Analytics: Reduce key-person dependency...
- Establish disciplined DevOps...
- Own the investment data architecture...
- OMS/EMS, Portfolio Systems & Third-Party Integrations: Partner...
That's 8 items.
Now Requirements: we have qualifications list (10+ years experience etc). We'll put under Requirements as list.
Requirements:
Requirements
- 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.
Skills
- APX
- Bloomberg