Solutions Engineer, Operations

Experience Level: Entry Level | Posted Date: 2025-04-14

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Description

Company Overview

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. 

About the Role

You will be an integral part of a close-knit Operations team, participating in all aspects of operational, fund administration, compliance, audit, and tax functions. As a Solutions Engineer, you will partner with Operations to help identify problems and create solutions, which may include building custom data integrations, extending platform capabilities, and more. 

Solutions Engineers at Opto face the challenge of turning complex business problems into elegant and pragmatic engineering solutions. If you are a technology enthusiast looking to break into a technical role and solve challenging problems with us, you could be a good fit here. This unique opportunity offers significant ownership and a chance to gain both technical and business experience, allowing you to shape your career trajectory. 

Required Skills

• Proficiency in programming languages such as Python, Javascript, and/or SQL
• Solid understanding of data structures, algorithms, and software design principles
• Excellent problem-solving skills and the ability to work in a fast-paced, collaborative environment
• Strong communication skills, both written and verbal, with the ability to convey complex technical concepts to non-technical stakeholders
• Strong bias toward tool building and process optimization over repetitive work
• Ability to abstract complex problems into elegant technical solutions
• Familiarity with accounting software and investment funds
• Knowledge of GAAP is a plus
• Solid organizational and time-management skills
• Capable of multitasking in a daily, deadline-driven environment while keeping others well-informed

Background

• 1+ years of work experience at an audit firm, fund administrator, similar Fintech platform, or investment firm
• Bachelor’s degree or equivalent experience