---
title: 'Senior Quant Research Engineer, Trading & Portfolio Optimization at Arta Finance'
canonical: 'https://feeny.ai/job/senior-quant-research-engineer-trading-portfolio-optimization-arta-finance-6me2q7pfx470'
type: 'job'
last_seen: '2026-09-10'
---

# Senior Quant Research Engineer, Trading & Portfolio Optimization at Arta Finance

- **Company:** Arta Finance
- **Location:** United States
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-07-23
- **Last confirmed live:** 2026-09-10
- **Apply:** https://jobs.ashbyhq.com/artafinance/1af1122d-10df-4d16-a286-750f6cf990b6

## Job description

The Company Arta is on an audacious and incredibly rewarding mission: to pave the way for people everywhere to lead more successful financial lives. Arta leverages AI and sophisticated digital tools to make financial products once reserved for ultra-high-net-worth individuals accessible to a broader global audience. Think of it as your own digital family office, combining intelligent investment strategies, alternative assets, private market access, and smart automation to help you grow and protect your wealth effortlessly. We value trust, teamwork, and adaptability.

## The Role

Arta manages real client portfolios at scale, and the quality of our investment outcomes depends on a small team that builds the systems behind portfolio construction and trading. We're looking for a senior quant research engineer to help design the models that determine what our portfolios should hold and the logic that executes trades to get there efficiently. This is a hybrid role for someone who thinks like both a quant and an engineer. You'll bring rigorous portfolio theory and optimization skills to bear on real investment decisions, and you'll build and ship the production systems that make those decisions at scale for thousands of client accounts. Reporting to the CIO, you'll work closely with the investment team on what our strategies should optimize for, and with engineering on how they run reliably in production. We're looking for someone who has sat close to markets or portfolio management and brings that judgment to the table, not just someone who has studied portfolio theory in the abstract.

## What You Will Do

- Design, build, and improve the models that determine target portfolio allocations, balancing risk, return, and client-specific constraints.
- Build and maintain the systems that translate those target allocations into real trades, with an emphasis on tax efficiency (including tax-loss harvesting) and cost-aware execution.
- Apply sound risk and portfolio management techniques — including optimization, factor-based risk modeling, and statistical estimation — to keep our strategies robust as markets and client needs evolve.
- Backtest and validate new models and trading logic against historical data before they touch live portfolios.
- Bring an investment/portfolio-management perspective to tradeoffs the team makes, not just a numerical-optimization one.
- Partner with the investment team, product, and engineering to translate investment ideas into shipped, production-quality systems.
- Use AI coding tools as part of your day-to-day workflow to research and build faster.

## Who You Are

- 5 years of experience or strong interest that comes from having worked close to markets or portfolios — as a quant researcher, trader, or in an advisory/PM-facing capacity — giving you intuition for how these systems should behave, not just how to build them.
- Strong quantitative finance background, with real fluency in portfolio theory, optimization, and risk
- Rigorous math foundation: linear algebra, optimization, probability and statistics.
- Strong software engineering skills, with the ability to take a model from research to a reliable, production-quality system.
- Comfortable working across the full stack of a quantitative system: data, models, and the services that run them.
- Understanding of tax-aware investing concepts such as tax-loss harvesting.
- Fluency with AI coding tools and a track record of using them to work faster and at higher quality.
- Excellent communication skills — you'll work directly with investment leadership, not just engineering.
- Thrives in a fast-paced startup environment, with strong problem-solving skills, high ownership, and comfort working independently amid ambiguity.
- Location: Bay Area preferred (3 days/week in our Mountain View office). We're flexible for exceptional remote candidates on the West Coast.

Interview Process

- Intro call with the Head of Talent, 30m
- Technical Interview 1, 60m:
- Coding / Algorithms / Data Structures, conducted virtually on Google Meet via CoderPad
- Technical Interview 2, 60m:
- Quantitative / Portfolio Optimization. Work through a portfolio-construction or trade-generation problem; expect to discuss optimization formulation, constraints, and tradeoffs a portfolio manager would care about
- Technical Interview 3, 60m:
- Backend / System Design. Design and reason about a production data/service architecture (e.g., how a target-allocation change should flow into order generation)
- Culture Interview with the Chief of Staff, 30m

Note: We require at least one in-person interview before making our offer decision. For remotely located candidates, we may request you to visit the Mountain View HQ to meet the team. Depending on your location, you will meet our team member based in NY/New Jersey.

Interview Integrity Notice To ensure a fair and accurate assessment, candidates are expected to complete all interview exercises independently, without the use of external assistance or AI tools. Arta may, with your consent, request that you share your full screen during technical portions of the interview to verify your work environment. Interviewers may also, with your consent, ask you to temporarily disable virtual backgrounds or filters to confirm your identity and maintain interview integrity. These steps are voluntary, used only for real-time verification, and do not involve recording, storing, or accessing any information beyond what you choose to display during the session.

## What We Offer

- A competitive salary and benefits package, with ample opportunities for growth and advancement
- A vibrant and dynamic work environment where innovation, collaboration, and continuous learning are highly valued
- The opportunity to work with a diverse and talented team of industry experts, passionate about shaping the future of finance
- Robust health insurance offering for you and your family
- High deductible health plan available with health savings account contribution
- Generous parental leave
- Competitive PTO benefits

Arta's Compensation Philosophy We determine your salary based on factors including your interview performance, job-related skills, experience, and relevant education or training. Our offers are based on salary bands that are updated periodically using market benchmarks and consider geographic location as well (for example, higher cost regions like San Francisco or New York). If you are presented with an offer, we will review the base salary, benefits, number of options, notional option value and strike price. We would like to know if you accept our offer within 7 days.

Please keep in mind that the equity portion of your offer is not included in these numbers and represents a significant part of your total compensation.

IC I: $110,000-$180,000 IC II: $160,000-$230,000 IC III: $180,000-$300,000

## About Arta Finance

## Company Overview
- **One-liner**: Arta Finance is an AI-driven digital wealth platform that unifies investments, financial planning, and tax/estate planning to bring the “financial superpowers” of ultra‑high‑net‑worth individuals to a wider audience.
- **Entity Type**: Private (backed by Peak XV, Ribbit Capital, Coatue, EDBI, and over 140 angels)
- **Headquarters**: Mountain View, California, USA & Singapore (dual‑HQ)
- **Founded**: 2021
- **Founders**: Felix Lin (Co‑founder, Group CEO), Charles Dong (Co‑founder, Product); the founding team also includes former Google executives and researchers.

## Core Business
- **Industry**: AI‑powered wealth management / Fintech
- **Target Customers**: 
  - B2C: Individuals with a $25k investment minimum
  - B2B: Financial advisors and institutions (private banks, wealth managers)
- **Mission**: “Help you build the future you want, starting with making top‑tier finance work for you.”

## Products & Services
- **[Arta AI]**: AI‑powered wealth management assistant that helps with portfolio analysis, research, and client engagement. (SaaS / AI platform)
- **[Private Markets]**: Curated access to elite private equity, private credit, real estate, venture capital, and hedge fund managers. (Investment marketplace)
- **[Structured Investments]**: Bespoke products with tailored risk/reward profiles for specific market conditions. (Investment product)
- **[Automated U.S. Treasuries Portfolio]**: Low‑risk, high‑yield automated investment in U.S. Treasuries. (Automated investment)
- **[Cash Management]**: High‑yield savings alternative with no lock‑ups. (Savings product)

## Market Standing
- **Valuation**: Not publicly disclosed
- **Key Metric**: Annual Revenue of ~$7M (2025 estimate) from [LinkedIn](https://www.linkedin.com/company/arta-finance); Total Funding undisclosed but includes major institutional investors
- **Notable Investors/Partners**: 
  - Institutional: Peak XV (formerly Sequoia India), Ribbit Capital, Coatue, EDBI
  - Angels: Sundar Pichai, Eric Schmidt, Ralph Hamers, Piyush Gupta, Michael Miebach, Lip‑Bu Tan, and 140+ other luminaries
- **Growth Signals**:
  - Headcount: 85 employees, with 16 active job openings (+220% YoY in job postings) [Built In](https://builtin.com/company/arta-finance)
  - Awards: World’s Best AI‑Powered Wealth Manager 2025, Best Technology Partner to Private Banks 2026, Global Best AI Supplier to Private Banking 2026 [artafinance.com](https://artafinance.com/)
  - Expanding B2B institutional platform and global presence (6 countries)

## Competitive Advantages
- **AI‑First Wealth Platform**: Proprietary AI that unifies advisory, research, and investment execution, enabling both self‑serve and advisor‑led models.
- **Exclusive Alternative Investments**: Access to institutional‑grade private funds with lower minimums and fees than traditional private banks.
- **Flat 0.5% Annual Fee**: Transparent, simple fee structure with no hidden costs.
- **Regulatory Backing**: SEC‑registered investment advisor and licensed by the Monetary Authority of Singapore (CMS license).

## Strategic Focus
- Scaling its AI‑powered wealth management platform for both direct consumers and B2B partners (private banks, advisors).
- Expanding institutional technology offerings to help wealth firms modernize advisory workflows.
- International growth: already operating in Singapore, Philippines, Japan, Canada, and UAE.

## Why Work Here
- **Culture**: “Uniting deep tech and high finance” – a blend of engineering excellence and financial sophistication.
- **Work Policy**: In‑office for most roles (Mountain View, Singapore), with some remote/hybrid flexibility (e.g., US Operations Lead listed as “Bay area and remote”) [Built In](https://builtin.com/company/arta-finance).
- **Notable Perks**: Opportunity to work on cutting‑edge AI in wealth management, backed by top investors and industry leaders. Team includes alumni from Google, Meta, TikTok, and top finance firms.
- **Engineering Culture**: Emphasis on AI, machine learning, and full‑stack engineering; open roles include Backend Agentic Engineers, ML Engineers, and Senior Software Engineers [jobs.ashbyhq.com](https://jobs.ashbyhq.com/artafinance).

## Sources
1. [artafinance.com (About)](https://artafinance.com/about)
2. [artafinance.com (Homepage)](https://artafinance.com/)
3. [LinkedIn Company Profile](https://www.linkedin.com/company/arta-finance)
4. [Built In Company Profile & Jobs](https://builtin.com/company/arta-finance)
5. [Arta Finance Careers Page](https://jobs.ashbyhq.com/artafinance)

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- [Software Engineer, Data Infrastructure and Performance Metrics](https://feeny.ai/job/software-engineer-data-infrastructure-and-performance-metrics-arta-finance-01ff4cgr8w2y) — United States
- [Associate Product Marketing Manager](https://feeny.ai/job/associate-product-marketing-manager-arta-finance-san-francisco-bay-area-50yrtktnw4mn) — San Francisco Bay Area, CA
- [Product Marketing Manager](https://feeny.ai/job/product-marketing-manager-arta-finance-san-francisco-bay-area-cj2vt27xp3c0) — San Francisco Bay Area, CA
- [Project Manager – B2B Partnerships](https://feeny.ai/job/project-manager-b2b-partnerships-arta-finance-singapore-m7j822bn6swq) — Singapore
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