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Form of workJob Description
Wealth advisory company in California seeking high level financial professional
This Jobot Job is hosted by: Byron Johnson
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $200,000 - $250,000 per year
Established in 1999, Lido is one of the fastest growing Registered Investment Advisors (“RIAs”) in the U.S. with over $11 billion in assets under management (“AUM”). Lido has been recognized by a number of publications, including Forbes, Barron’s and the Financial Times. We are a unique, family office wealth management offering for high-net-worth and ultra-high-net-worth individuals, coupled with differentiated and proactive marketing including strategic partnerships as well as a growth-oriented culture has yielded an impressive year-over-year CAGR. Headquartered in Los Angeles, California, we have offices throughout the United States and are continually seeking to strategically expand our reach into high-growth geographies.
Through our strategic marketing initiatives and family office network, we have developed a replicable and successful growth process. Our unique investment capabilities are centered around risk metrics, opportunistic investing, and income. Asset classes may include stocks, bonds, private debt, real estate equity, hedge funds, and alternate asset classes. Our wealth management offerings include an in-house financial planning department as well as affiliated tax and legal professionals to assist with our client needs.
Job Duties:
Responsible for managing Information Technology projects by gathering requirements, setting project goals and creating plans.
Lead development teams including software engineers, quality assurance engineers, software architects, and user interface and user-experience designers to develop business process automation projects including automated trade ticketing, alternative subscriptions, and trade reconciliation. Work on fintech product development including Conditional Value at Risk (CVAR) and the Infinovate online investment platform. Responsible for implementing a firm wide document management system.
Engage our business teams to assess requirements, develop timelines and estimate costs. Lead with the development team to architect solutions and address technical issues while ensuring timelines and budgets are met. Responsible for rolling out the projects and setting up implementation training programs.
** Position may be performed remotely anywhere in the U.S.
Minimum Requirements:
Bachelor’s degree in computer science or a related field. 5 years post-bachelor's degree progressively responsible experience as a software engineer or computer and information systems manager.
Skills Required:
Lead and engage business teams to assess requirements, architect solutions, develop timelines and cost estimates within timelines and budgets for financial systems software and hardware integration projects.
Manage project development cycles and modeling using Agile, Waterfall, Scrum methodologies, and project management tools Jira, Confluence, and/or Slack
Experience in developing financial systems using software and applications Salesforce, DBSQL, Java/JSP, Python, Visual Basic, Python, and/or MS365 suite.
Integrate financial platforms like Addepar, DocuSign, Morningstar, e-Money, Pardot, Subscribe, Fidelity, Schwab, and/or TD, setting up training programs and resolving multi-platform technical issue.
Work with software engineers, quality assurance engineers, software architects, user interface and user-experience designers to develop business process and automation projects including automated trade ticketing, alternative subscriptions, and trade reconciliation.
Hours: F/T, 40 hours per week
Job Location: Los Angeles. Position may be performed remotely anywhere in the U.S.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
This Jobot Job is hosted by: Byron Johnson
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $200,000 - $250,000 per year
A bit about us:
Established in 1999, Lido is one of the fastest growing Registered Investment Advisors (“RIAs”) in the U.S. with over $11 billion in assets under management (“AUM”). Lido has been recognized by a number of publications, including Forbes, Barron’s and the Financial Times. We are a unique, family office wealth management offering for high-net-worth and ultra-high-net-worth individuals, coupled with differentiated and proactive marketing including strategic partnerships as well as a growth-oriented culture has yielded an impressive year-over-year CAGR. Headquartered in Los Angeles, California, we have offices throughout the United States and are continually seeking to strategically expand our reach into high-growth geographies.
Why join us?
Through our strategic marketing initiatives and family office network, we have developed a replicable and successful growth process. Our unique investment capabilities are centered around risk metrics, opportunistic investing, and income. Asset classes may include stocks, bonds, private debt, real estate equity, hedge funds, and alternate asset classes. Our wealth management offerings include an in-house financial planning department as well as affiliated tax and legal professionals to assist with our client needs.
Job Details
Job Duties:
Responsible for managing Information Technology projects by gathering requirements, setting project goals and creating plans.
Lead development teams including software engineers, quality assurance engineers, software architects, and user interface and user-experience designers to develop business process automation projects including automated trade ticketing, alternative subscriptions, and trade reconciliation. Work on fintech product development including Conditional Value at Risk (CVAR) and the Infinovate online investment platform. Responsible for implementing a firm wide document management system.
Engage our business teams to assess requirements, develop timelines and estimate costs. Lead with the development team to architect solutions and address technical issues while ensuring timelines and budgets are met. Responsible for rolling out the projects and setting up implementation training programs.
** Position may be performed remotely anywhere in the U.S.
Minimum Requirements:
Bachelor’s degree in computer science or a related field. 5 years post-bachelor's degree progressively responsible experience as a software engineer or computer and information systems manager.
Skills Required:
Lead and engage business teams to assess requirements, architect solutions, develop timelines and cost estimates within timelines and budgets for financial systems software and hardware integration projects.
Manage project development cycles and modeling using Agile, Waterfall, Scrum methodologies, and project management tools Jira, Confluence, and/or Slack
Experience in developing financial systems using software and applications Salesforce, DBSQL, Java/JSP, Python, Visual Basic, Python, and/or MS365 suite.
Integrate financial platforms like Addepar, DocuSign, Morningstar, e-Money, Pardot, Subscribe, Fidelity, Schwab, and/or TD, setting up training programs and resolving multi-platform technical issue.
Work with software engineers, quality assurance engineers, software architects, user interface and user-experience designers to develop business process and automation projects including automated trade ticketing, alternative subscriptions, and trade reconciliation.
Hours: F/T, 40 hours per week
Job Location: Los Angeles. Position may be performed remotely anywhere in the U.S.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
