---
title: 'Quantitative Engineer at Vise'
canonical: 'https://feeny.ai/job/quantitative-engineer-vise-new-york-wt9f92fbn2pw'
type: 'job'
last_seen: '2026-09-04'
---

# Quantitative Engineer at Vise

- **Company:** Vise
- **Location:** New York, NY
- **Posted:** 2023-05-30
- **Last confirmed live:** 2026-09-04
- **Apply:** https://job-boards.greenhouse.io/viseai/jobs/5630673003

## Job description

We are not working with external recruiting partners at this time, please apply directly to the role if you have further interest in joining Vise

Engineering at Vise has the unique opportunity to use technology to revolutionize the RIA wealth management industry. Team members are given ownership and trust with the understanding that they are supported by industry experts and together can build a best-in-class product. We are a small, high-impact  team where everyone has a voice in the development of our product and technology.

Vise is seeking a passionate Quantitative Engineer to join our talented engineering team. As we build the future of wealth management, you will partner closely with our investment strategy and core engineering teams, as well as our Chief Investment Officer to build sophisticated investment models which shape our portfolio construction and portfolio insights. You will be responsible for writing production ready quantitative models, using advanced numerical techniques, convex optimization routines and industry leading practices.

Our team is deeply curious, with a strong desire to solve problems that have no  defined answer. You should feel comfortable reimagining investment management and questioning every market assumption. The ideal candidate thrives in a creative, inventive, and fast-paced startup environment and wants to work with people who are equally passionate about our work and mission. The problems we’re solving as an organization are dynamic and each day brings fresh and exciting challenges. We're interested in people who will react quickly and efficiently when called upon to change or pivot.

We work closely with convex optimization techniques and numerical optimizations of various problems. Past exposure in solving complex problems in a numerically optimized way is a plus.

## What you will own

- Help to maintain and expand the tax-aware portfolio optimizer using state of the art optimization techniques
- Develop deep expertise in the trade market microstructure of various instruments like ETFs,  Mutual Funds, ADRs, Money Market funds, Alternatives, etc.
- Work closely with the core engineering team to build out infrastructure to support our workflow models
- Help oversee daily portfolio optimization pipelines involving 1000s of client accounts
- Build rigorous testing frameworks, pipelines to ensure quality and stability of the investment product
- Build and test complex investment ideas
- Apply quantitative techniques like machine learning to a vast array of data sets
- Partner cross-functionally with other teams on a daily basis and make decisions together quickly

## What you bring on day one

- Bachelor's degree / Master’s Degree / Ph.D in STEM majors
- Experience programming in Python is required (3+ years)
- Interest in highly optimized numerical computations
- Passion for profession in the quantitative finance track
- Applied experience in building great production-level workflow infrastructure
- Excellent comprehension of statistics
- Prior professional experience within financial markets is a plus
- Familiarity with commercial risk and optimization solutions is a strong plus
- Excellent interpersonal and communication skills
- Strong analytical skills
- Collaborative with a team-first mentality

Why join Vise:

- Opportunity to make a significant impact at a hyper-growth fintech start-up
- Competitive salary and equity
- Unlimited PTO and great benefits, including $1 medical insurance
- 401k plan with generous matching and self-directed brokerage account option
- Access to investment management and free financial advice from one of our partner RIA firms
- Paid lunches at our NYC office
- Career growth and development opportunities

Through the internal and market data Vise has collected, we expect the salary range for this position to be $190,000 - $270,000 per year, plus a competitive equity package. Your actual compensation will be determined based on your skills, qualifications, and experience. In addition, Vise offers a wide range of comprehensive and inclusive employee benefits.

[About Vise:](https://research.contrary.com/company/vise)

Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today's world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology. Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest. Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios. By harnessing the power of AI, Vise enables financial advisors to create tailored investment strategies that cater to each client's unique financial needs and goals.

Financial advisors are at the heart of this transformation, as their relationships with clients are essential to understanding and meeting each client's unique financial needs. With Vise, advisors can focus on nurturing these relationships instead of spending time building and managing portfolios. Our platform empowers advisors to create institutional-grade, personalized portfolios, automate their management, and explain valuable insights that enhance their expertise and service to clients. Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor's behalf; Vise charges an AUM fee for its services.

Our exceptional New York team comprises world-class Ph.D. quants, investment researchers, and engineers with experience at industry-leading firms like Citadel, Blackrock, Stripe, and Stanford. Combining top financial and engineering talent, we pride ourselves on delivering products faster and understanding our customers' needs better than anyone else in the market. Vise has garnered the support of prominent venture capital firms, raising over $130M from Sequoia Capital and Founders Fund, among others.

Vise celebrates and embraces diversity and is committed to building a team that represents a variety of experiences, backgrounds, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, gender identity, gender expression, sexual orientation, non-disqualifying physical or mental disability, national origin, veteran status, or other applicable legally protected characteristics.

## About Vise

## Core Business
- **Primary industry**: Asset Management / FinTech
- **Target customers**: B2B – Registered Investment Advisors (RIAs), enterprise wealth firms, and asset managers
- **Mission or purpose**: To provide advisors with an all-in-one operating system for wealth management that automates portfolio operations and delivers personalized, tax-efficient investment strategies.

## Products & Services
- **Vise Platform (SaaS)**: All-in-one operating system for wealth management, including:
  - **Portfolio Management & Rebalancing**: Automated trade execution, household-level rebalancing, and model management.
  - **Tax Management**: Daily tax-loss harvesting, direct indexing (single-stock level), box spreads for liquidity, and fixed-income laddering.
  - **Reporting & Client Insights**: AI-powered client reporting, risk tolerance analysis, and real-time market commentary.
  - **Model Marketplace**: Partnerships with BlackRock, DFA, and Alpha Architect for distribution of leading investment models.

## Market Standing
- **Valuation/Market Cap**: Not disclosed (latest deal: Later Stage VC, May 2021)
- **Key Metric**: Total funding raised: **$126M** (across multiple rounds including Series A, B, C); Platform Assets: **$99.02B+** as of June 1, 2026; Accounts: **135K+**
- **Notable Investors/Partners**: BlackRock, DFA, Alpha Architect (model partners); 48 total investors including venture capital firms (specific names not provided in sources).
- **Growth Signals**: Platform assets grew to $99B+; headcount of 176 employees (PitchBook); claims to add 3.15% more after-tax return per year on a $4.2M portfolio; $150M+ books transitioned in three-week sprints.

## Competitive Advantages
- **AI-driven personalization**: Automates portfolio construction using individual securities (not ETFs) for tax optimization and customization.
- **Tax alpha generation**: Multi-layer tax-loss harvesting across equities, fixed income, and options (130/30, 200/100 strategies) in a single account.
- **Direct indexing at scale**: Own underlying index components with personalized restrictions, values, and concentrated positions.
- **Enterprise-grade platform**: Purpose-built for RIAs and large wealth firms, with seamless custodian transitions and model distribution.

## Strategic Focus
- **Scaling the platform**: Expanding fixed-income and options capabilities, deepening partnerships with asset managers, and serving enterprise RIAs with custom model distribution.
- **Operational efficiency**: Reducing advisor time spent on portfolio operations (40% of time) through automation and AI-powered insights.
- **Tax innovation**: Continuing to build tax-optimization features (box spreads, direct indexing, household-level rebalancing) as a core differentiator.

## Why Work Here
- **Culture**: Described as a place where employees get "a mission and the room to run" – no playbook, high ownership. Examples include team members launching 6 features in one quarter or onboarding $2B in AUM within a year.
- **Location**: Based in New York, NY (521 Broadway); all current open positions listed in New York City.
- **Perks/Engineering Culture**: Emphasis on attitude and values over specific tech stack (can learn stack in a week). Notable recent hires include quantitative engineers, senior software engineers, and product designers.
- **Growth trajectory**: Rapidly scaling platform assets ($99B+) and headcount (176 employees) suggest strong momentum for career growth.

## Sources
1. [Vise Official Website](https://vise.com)
2. [Vise Careers Page](https://vise.com/careers)
3. [Vise Job Board (Greenhouse)](https://boards.greenhouse.io/viseai)
4. [PitchBook Company Profile](https://pitchbook.com/profiles/company/233863-48)
5. [LinkedIn Company Page](https://www.linkedin.com/company/viseinc)

## Other roles at Vise

- [Administrative & Office Assistant](https://feeny.ai/job/administrative-office-assistant-vise-new-york-e1x48knbg9yb) — New York, NY
- [Technology Operations Lead](https://feeny.ai/job/technology-operations-lead-vise-new-york-qbanmf05akk6) — New York, NY
- [Compliance Officer](https://feeny.ai/job/compliance-officer-vise-new-york-3vm7fy7qyhc0) — New York, NY
- [Business Operations Lead](https://feeny.ai/job/business-operations-lead-vise-new-york-jrm3mvtv9f30) — New York, NY
- [Senior Investment Strategist](https://feeny.ai/job/senior-investment-strategist-vise-new-york-ty972kdyvh8r) — New York, NY
- [Senior Client Portfolio Manager](https://feeny.ai/job/senior-client-portfolio-manager-vise-new-york-gg8jsxyrqxvv) — New York, NY
- [Accounting Lead](https://feeny.ai/job/accounting-lead-vise-new-york-hyj74qv4wny7) — New York, NY
- [Talent Acquisition Lead](https://feeny.ai/job/talent-acquisition-lead-vise-new-york-ec7vr6s89jps) — New York, NY
- [Senior Product Designer](https://feeny.ai/job/senior-product-designer-vise-new-york-8ybp016vxcym) — New York, NY
- [Senior Software Engineer](https://feeny.ai/job/senior-software-engineer-vise-new-york-det069vvcj5n) — New York, NY