Jacobi - Company Overview

Jacobi is a fast growing FinTech serving the investment management industry.

Our clients include some of the world’s leading asset managers, asset owners, investment consultants and pension funds.

We provide a cloud-based, multi-asset portfolio design and analytics platform. The technology enables firms to scale their portfolio analysis, integrate custom investment workflows and share the insight with their clients and stakeholders.

We are looking for motivated, inquisitive team players with practical problem-solving abilities and great interpersonal skills. Most importantly, we welcome people with a passion for technology and investing that can help us to deliver and continue developing a cutting-edge industry solution.

Headquartered in San Francisco and with offices in London and Brisbane, Jacobi offers a diverse, fun and fast-paced environment.

The Team and Role

Jacobi’s Investment Engineering team has a passion for investment problem solving and converting processes and models of our clients into scalable technology tools and solutions. The Investment Engineer will join a team located across the United States, UK, and Australia. Each team member works closely with clients in their region, while also collaborating with colleagues in other locations.

Responsibilities of the Investment Engineer include:

• Platform development – Contribute to the research, design, testing and implementation of investment tools that assist in portfolio construction, risk and data management.
• Client engagement – Support the unique investment workflows of our clients through helping configure dynamic dashboards and workflows in the Jacobi environment, responding to client enquiries, and assisting with the resolution of issues that arise.
• Content production – Contribute to thought leadership relating to financial markets, particularly with respect to quantitative modeling and/or the use of technology. Produce technical and user content explaining the use of, and technical underpinnings of the Jacobi platform’s functionalities.
• Business development - Contribute to business development activities by understanding and assessing prospective client needs, and presenting tailored workflow solutions using Jacobi functionality.

Requirements

• 3-5 years of experience in the financial industry – investment or portfolio management
• Tertiary qualifications in a relevant field, e.g. finance, quantitative modeling, or related disciplines
• Ability to multi-task and switch context to changing priorities in a highly dynamic environment
• Inquisitive and enjoy interpreting information and problem solving
• A good communicator, both written and verbal
• An interest in investing, technology and the investment management industry

Key dates and other information

• Location: San Francisco (preferred)
• Start date: ASAP
• Successful candidates will be asked for a combination of skills tests, VC and in-person interviews. Shortlisted candidates may also be asked to provide references.
• Unsuccessful candidates will be notified by email

Jacobi is an inclusive employer. Please let the recruitment team know if you have a disability, condition or difference that may require some adaptations.