Location: Nashville, TN | Hybrid (4 days onsite, 1 remote)
Compensation: $130,000 - $160,000 depending on experience and skill alignment.
A leading global investment management firm offering high-quality research and diversified investment services to institutional clients, individuals, and private clients worldwide. The organization employs hundreds of investment professionals across multiple countries and specializes in equities, fixed income, alternative investments, and portfolio research disciplines.
Through its integrated global platform, the firm delivers tailored investment solutions to clients and provides independent research, portfolio strategy, and brokerage-related services to institutional investors.
The technology group supports Private Wealth Sales, Institutional Sales, Wealth Management, Marketing, and Operations.
This team builds and maintains the software used to manage private wealth portfolio implementation and trading activities. Their proprietary portfolio implementation and trading system manages over 35,000 private client accounts representing roughly $150 billion in assets under management.
The system integrates quantitative research models and portfolio optimization algorithms to continuously analyze and rebalance portfolios, while also providing interactive tools for portfolio management teams to handle account-specific activities such as:
Asset mix changes
Client-directed trades
Tax loss harvesting
Specialized account optimizations
Complex cashflows and new account investments
We are seeking a Nashville-based Software Developer to join the Private Wealth Technology team.
This role is responsible for analyzing, designing, developing, deploying, and supporting the core portfolio management and trading system described above. The candidate will work on both strategic and tactical projects to enhance system capabilities while continuing to support existing processes.
In addition to software development, the role involves close collaboration with business users to gather requirements and support time-sensitive requests for data and analysis.
Work closely with business users to understand needs and formulate solutions
Translate raw data into actionable insights for time-sensitive business requests
Design, implement, and deploy software enhancements
Develop SQL Server stored procedures, UDFs, and database designs
Coordinate and oversee quality assurance and user acceptance testing
Take ownership of assigned projects and ensure successful delivery
As part of this team, you'll work with modern technologies to develop solutions that address complex financial challenges and empower portfolio managers to execute investment strategies efficiently. The blend of technical and financial problem-solving makes this role both challenging and rewarding.
The firm provides access to state-of-the-art online training platforms and requires ongoing skill development throughout the year. Team members are encouraged and supported in maintaining current technical knowledge and are regularly exposed to multiple areas of the private client business.
Minimum 10 years of professional software development experience
Bachelor's degree in Computer Science, Engineering, Mathematics, or related field
3–7 years of hands-on development in C++, C#, or Java (C++/C# with WinForms GUI design preferred)
2+ years of SQL experience (Microsoft SQL Server, Sybase, or Oracle)
Strong object-oriented analysis and design skills
Excellent written and verbal communication abilities
Wealth Management / Investment Management knowledge a plus but not required
Solid analytical and troubleshooting skills
Experience with graphical user interface design and development