Director, Investment Technology: Scale & Automation

Pathstone; Newtown Square, Walnut Creek (Delaware County, CA); On-site; USD 175,000 - 220,000; Full time

Job summary

Concentric Innovation seeks a highly technical, investment-fluent Director of Investment Technology to oversee modernization, development, and scaling of its investment platform. You will lead the engineering team, manage databases, automate workflows, and advance the codebase supporting model management, portfolio construction, trading, and analytics.

The role requires experience in quantitative investment management, data engineering, and mission-critical systems, with a focus on reducing

Qualifications

• 10+ years in investment technology or related field.
• Experience modernizing proprietary codebases, databases, and automated workflows.
• Strong understanding of quantitative portfolio construction, optimization, and trading workflows.
• Experience leading engineering teams and managing production databases and delivery.

Responsibilities

• Lead modernization of trading, optimization, and portfolio implementation infrastructure.
• Translate investment workflows into scalable engineering requirements and automated processes.
• Own the investment data architecture across market data, models, holdings, trades, and reporting.
• Integrate vendors into workflows (OMS/EMS, data providers, custodians) and collaborate with PMs, researchers, and traders.

Skills

Leadership

Communication

Problem-solving

Stakeholder collaboration

Tools

APX

Bloomberg

InvestTools

Salesforce

FixFlyer

Python

C#

SQL

.NET

APIs

Job description

Concentric Innovation seeks a highly technical, investment-fluent Director of Investment Technology to oversee modernization, development, and scaling of its investment platform. You will lead the engineering team, manage databases, automate workflows, and advance the codebase supporting model management, portfolio construction, trading, and analytics.

The role requires experience in quantitative investment management, data engineering, and mission-critical systems, with a focus on reducing