Aperio partners with wealth advisors to build and manage personalized public equity portfolios that reflect each client’s unique tax, risk, and values preferences.
Aperio Group is a $32+ billion investment manager working primarily with ultra-high-net-worth investors, usually through their wealth managers, and with institutional investors. We design and manage customized portfolios that deliver pre-tax performance of indexing with client-specific customizations, including active tax management and active risk reduction.
Full Stack Engineer Sausalito, CA, United States
Software Engineer/App Architect San Francisco, CA, United States or Sausalito, CA, United States
Why join us?
We currently manage over 6500 client account, have over $30B in Assets Under Management, have been profitable for more than 10 years, and are growing consistently!
We were established in 1999, are privately held and very profitable. We have experienced and still are experiencing hyper-growth and are considered the 'best of the best' in the ultra high net worth market.
Our CEO is one of the original founders of the organization, and we have successfully disrupted the traditional wealth management space through transparency, relentless commitment to truth, and honesty with our clients.
Engineering at Aperio Group
Our engineering team operates under an Agile sprint methodology, with 2 week cycles and daily SCRUMs. We follow best practice ceremonies, such as Sprint Planning, Sprint Reviews and Retrospectives. Our practices are not just ritual but serve to truly better our practices.
We use Jira for task management; Confluence for our knowledge base; TestRail for our test case and case management; TestComplete for test automation; and Jenkins for continuous integration and delivery.
We build our own custom portfolio management tools and are constantly seeking to improve and make our processes more efficient, while extending the capabilities of our applications. Our business users are primarily on premises at our Sausalito headquarters, allowing significant collaboration and a constant feedback loop. As we have grown significantly over the years, our challenges are typical ones: refactoring functionality and applications; building our data capabilities; and keeping true to our technology roadmap while balancing business needs.
You would have the opportunity to work on our custom portfolio management tools, and consider broader application architectures as we look to continue to scale.
You would have the opportunity to work on and influence our significant data projects, including future analytics.
Refactoring opportunities, UI frameworks, enterprise application architecture, and data architecture and and integrations.
Working at Aperio Group
People are at the center of all we do. At Aperio, the client is sacred. We do our best for our clients, and we treat them the way we want to be treated. We are respectful, honest, and accountable. Our employees are exceptional people who apply these principles every day, and we value them greatly. We encourage them to think outside the box and take chances with the challenges they face every day, to grow their careers. Our work environment is collaborative, engaging, genuine, and fun!
Flexible vacation policy.
Based just over the Golden Gate Bridge from San Francisco in beautiful Sausalito.
Variety of option with full premium paid for employee and partial premium paid for dependents. Vision and dental insurance included.
Daily board games during lunch, organizes team lunches and team building activities.
We offer matching 401(k) plan of up to 6% of base salary and bonus.
Summer hours: between Memorial Day and Labor Day every other Friday we get half day off.
We provide annual stipend for engineers to use towards professional development. Additionally we sponsor attendance at events for professional activities.
We offer relocation package for candidates that would be moving to Bay Area to join Aperio Group.
Interested in this company?
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