Software Developer, AI Engineer, Data Scientist

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.

Concentric Innovation is seeking a Software Developer with strong analytical and technical expertise to design, build, and enhance client-facing applications that support data-driven investment and portfolio decisions. This role is ideal for an engineer who thrives in a collaborative environment, values clean and scalable code, and is motivated by building reliable, high-impact financial technology solutions.

• Design, develop, and maintain software applications that enable advanced data analysis, reporting, and portfolio insights.
• Collaborate with product, research, and investment teams to translate business and quantitative requirements into scalable technical solutions.
• Build and maintain APIs and integrations to support data ingestion, transformation, and visualization across platforms.
• Optimize application performance, scalability, and reliability across cloud-based and distributed systems.
• Write clean, well-documented, and maintainable code following industry best practices and internal standards.
• Participate in code reviews and contribute to continuous improvement of development workflows and engineering practices.
• Stay current with emerging technologies in software engineering, analytics, cloud computing, and financial technology.

• Minimum of 3 years of experience.
• Proficiency in one or more programming languages, including C#, .NET, Type Script, and Python.
• Experience building scalable, secure applications and applying Dev Ops practices for production deployments.
• Strong understanding of data structures, algorithms, software design patterns, and serverless computing services.
• Experience designing and working with cloud-based architectures.
• Solid knowledge of relational and non-relational databases (SQL, Mongo
  
  DB, and other No
  
  SQL technologies) and data modeling.
• Familiarity with AWS and cloud‑native services.
• Experience using version control systems such as Git Hub or SVN.
• Understanding of analytics workflows and the ability to work with large, complex datasets.
• Strong problem‑solving skills, attention to detail, and a commitment to code quality.
• Excellent written and verbal communication skills and the ability to work effectively in a team environment.

• Experience with SSRS or other reporting and business intelligence tools.
• Familiarity with statistical analysis libraries and data analytics frameworks.
• Experience leveraging AI and machine learning technologies to solve complex business problems.
• Prior experience in the financial services or investment management industry is a plus.

Concentric Innovation’s expected starting base compensation range for the position as of the time of this posting is $130,000 - $150,000 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.

Our talented people are our greatest asset and…