Position Summary: Concentric is seeking a highly technical, investment-fluent Director of Investment Technology to oversee the modernization, development, and operational scaling of Concentric’s investment technology platform. This leader will be responsible for the engineering team, database management, workflow automation, and the evolution of Concentric’s proprietary codebase supporting model management, portfolio optimization, trading, reconciliation, reporting, and investment operations. This role will require a hands-on technology leader with experience in quantitative investment management, systematic portfolio implementation, data engineering, and mission-critical investment systems. The ideal candidate will have worked in or closely supported a quantitative investment management firm, systematic asset manager, hedge fund, direct indexing platform, or similarly sophisticated investment technology environment where code, data, models, trading, and operations are tightly integrated.
The mandate is to build a durable, institutional-grade technology foundation that allows Concentric to scale with AUM growth, account growth, strategy complexity, and broader Pathstone adoption while reducing manual processes, human inputs, spreadsheet dependency, and key-person risk. The role will prioritize engineering discipline, database architecture, workflow automation, code quality, system reliability, throughput, controls, and operational leverage across the full investment lifecycle—from model ingestion and portfolio construction through order generation, trade execution, reconciliation, exception management, and post-trade analytics. Client-facing tools and user experience remain relevant, but this position is first and foremost a technology, engineering, and investment-systems leadership role focused on scaling the investment engine behind Concentric’s customized portfolio solutions.