Talent.com
Vanguard
Investment Systems Application Engineer - IIIVanguard • Oakland, California, US
Investment Systems Application Engineer - III

Investment Systems Application Engineer - III

Vanguard • Oakland, California, US
30+ days ago
Job type
  • Full-time
Job description

hackajob is collaborating with Vanguard to connect them with exceptional professionals for this role.

Vanguard Personalized Indexing (VPI) is a rapidly growing business within Financial Advisor Services. We enable financial advisors to deliver tax‑efficient, customized direct indexing portfolios at scale. Our platform manages thousands of investor accounts and evaluates portfolios daily to support tax‑loss harvesting, customization, and investment research workflows.
VPI operates at the intersection of investment management, cloud‑native platforms, and advanced analytics engineering. The technology we build directly supports investment research, portfolio construction, and data‑driven decision‑making that impacts client outcomes.

We are seeking a test‑focused engineer to design and build automated validation frameworks and platform controls that ensure correctness, reliability, and auditability of VPI’s investment workflows.
This is not a traditional QA role—this is an engineering role with strong coding responsibility, focused on building scalable testing frameworks while contributing to application and platform development where needed.

Candidates are expected to bring prior experience building or supporting investment or financial systems and demonstrate a solid understanding of investment workflows and data accuracy requirements.

Core Responsibilities

Test Engineering & Automation Frameworks

  • Design and build automated testing frameworks for backend services, data pipelines, and end‑to‑end investment workflows
  • Develop regression testing, scenario validation, and deterministic validation suites for portfolio calculations, tax logic, and trading workflows
  • Create reusable testing tools, harnesses, and datasets (e.g., golden datasets, synthetic data generation)
  • Integrate automated testing into CI/CD pipelines to enable continuous validation

Controls & Validation (Investment Systems Focus)

  • Implement controls‑by‑design to ensure accuracy, consistency, and completeness of investment workflows
  • Build validation layers that detect data anomalies, workflow breaks, and calculation discrepancies
  • Ensure traceability and reproducibility of results to meet audit and regulatory expectations
  • Support development of validation frameworks for portfolio construction, tax‑loss harvesting, and analytics pipelines

Auxiliary Development (Backend / Data / Full‑Stack Support)

  • Contribute to backend services or data pipelines to enable testability, observability, and validation hooks
  • Develop supporting APIs, utilities, or UI components that aid in testing, debugging, and workflow validation
  • Improve system instrumentation to enable better monitoring and validation

Cloud & Engineering Practices (AWS)

  • Build and run validation frameworks on AWS using scalable, cloud‑native patterns
  • Integrate testing tools into CI/CD pipelines and deployment workflows
  • Contribute to observability (logging, metrics, tracing) to support validation and issue diagnosis

SDLC & Production Support

  • Participate in design, code, and test reviews to ensure quality is built in early
  • Support defect identification, triage, and root cause analysis
  • Contribute to production validation, reconciliation checks, and post‑release verification
  • Ensure solutions comply with information security and technology policies

Experience Required

  • 5+ years of experience in software engineering, test engineering, or platform engineering within investment, wealth management, or financial systems
  • Strong programming skills in Python (preferred) or Java
  • Experience building automated testing frameworks (unit, integration, and end‑to‑end)
  • Solid understanding of investment domain concepts (portfolios, positions, transactions, tax lots, trading lifecycle, or analytics workflows)
  • Experience working with data‑intensive systems and validating data quality and accuracy
  • Familiarity with CI/CD pipelines and cloud environments (AWS preferred)

Preferred

  • Experience implementing controls, validation frameworks, or reconciliation processes in financial systems
  • Exposure to model validation, analytics validation, or calculation verification workflows
  • Experience with distributed systems, microservices, and event‑driven architectures
  • Familiarity with observability tools and debugging complex production systems

What Success Looks Like

  • You build robust automated validation frameworks that significantly reduce production defects
  • You improve confidence in investment workflows by ensuring correctness and reproducibility
  • You embed testing and control mechanisms directly into system design and delivery pipelines
  • You act as a quality multiplier—raising engineering standards across the VPI platform

Special Factors

Sponsorship

Vanguard is offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Create a job alert for this search

Investment Systems Application Engineer - III • Oakland, California, US

Similar jobs

Investment Director

Beacon SoftwareSan Francisco, CA, United States
Full-time

Beacon is building the essential technology infrastructure for the everyday economy: the businesses, organizations, and services that make real life work, and that mainstream tech has largely left ... Show more

 • Promoted

Specialist III-IC Investment Research

BmoSan Francisco, CA, United States
Part-time

The Research Director is involved in the investment selection, due diligence and ongoing monitoring primarily of 3rd party hedge fund managers.The position primarily entails experience with hedge f... Show more

 • Promoted

Senior Investor Services Analyst

Gen II Fund ServicesSan Francisco, CA, United States
Full-time

Senior Investor Services Analyst.The Senior Investor Services analyst is an integral individual within the Gen II operations team.The role requires meticulous attention to detail, as well as strong... Show more

 • Promoted

Enterprise Application Integration

SonSoftSan Francisco, CA, United States
Full-time +1

Enterprise Application IntegrationSonsoft, Inc.USA based corporation duly organized under the laws of the Commonwealth of Georgia.Software Development, Software Consultancy and Information Technolo... Show more

 • Promoted

Enterprise Applications Engineer

Hatch Global SearchSan Francisco, California, United States
Full-time

Provide support for the line-of-business applications as well as Citrix, SQL and SCCM.Partner with team members and vendors to resolve issues efficiently while communicating resolutions clearly and... Show more

Remote Enterprise API Solutions Engineer

PostmanSan Francisco, CA, United States
Remote
Full-time

A leading API platform company in San Francisco is seeking an experienced Strategic Solutions Engineer to support enterprise sales initiatives.The role involves nurturing customer relationships, co... Show more

 • Promoted

Oliver Wyman- Technology/Software & Private Capital - Principal

Marsh & McLennanSan Francisco, CA, United States
Full-time

Practice Groups: Consumer, Telco & Technology (CTT) & Private Capital (PC).Location: San Francisco, New York, Boston, Chicago, Washington DC.Oliver Wyman helps industry leaders in the technology/so... Show more

 • Promoted

Infrastructure Engineer II (DAT) - Remote

BigCommerce PtySan Francisco, CA, United States
Remote
Full-time

Infrastructure Engineer II (DAT) - Remote page is loaded## Infrastructure Engineer II (DAT) - Remoteremote type :Remotelocations :United States - Remote :San Francisco, CA :Austin, TXtime type :Ful... Show more

 • Promoted

Senior Infra Engineer - Distributed Systems & Cloud (Remote)

Sift Stack, Inc.San Francisco, CA, United States
Remote
Full-time

A tech startup focusing on machine observability is looking for an experienced engineer to design and maintain scalable infrastructure solutions.Responsibilities include optimizing application perf... Show more

 • Promoted

Senior Application Engineer

DocuSignSan Francisco, CA, United States
Full-time

Senior Application Engineer For Quote To CashAs the Senior Application Engineer for Quote to Cash, your role will be to deliver technology solutions that scale the Quote to Cash systems, finance pr... Show more

 • Promoted

Infrastructure Engineer

VibecodeSan Francisco, CA, United States
Full-time

About VibecodeWe're democratizing software creation.Our platform lets anyone describe an idea and instantly turn it into a working applicationno coding required.We're solving one of computing's fun... Show more

 • Promoted

Infrastructure Engineer II (DAT) - Remote

CommerceSan Francisco, CA, United States
Remote
Full-time

OverviewCommerce is hiring for the Infrastructure Engineer II (DAT) - Remote role.You will join the Delivery Acceleration Team (DAT), a small distributed group that maintains Commerce's Cloud Devel... Show more

 • Promoted

Principal Software Engineer (Application Engineer) - Remote

Invisible TechnologiesSan Francisco, CA, United States
Remote
Full-time

Principal Software Engineer (Application Engineer) - Remote.Invisible Technologies offers unusual services (a combination of outsourcing and automation) to fast-scaling, innovative companies.Each c... Show more

 • Promoted

Investment Banking Analyst

AQ Technology PartnersRedwood City, CA, United States
Full-time

AQ Technology Partners is a boutique investment bank focused on the software ecosystem, specializing in M&A and financial sponsor transactions.We are seeking an experienced Investment Banking Analy... Show more

 • Promoted

Investment Associate

CloudHQ, LLCSan Francisco, CA, United States
Full-time

Cloud Capital Investment Management Role.Cloud Capital is a global investment management firm founded by Hossein Fateh, the Founder and CEO of CloudHQ LLC and Co-founder and former CEO of DuPont Fa... Show more

 • Promoted

Senior Solutions Engineer -- Remote, Equity & Impact

WorkOSSan Francisco, CA, United States
Remote
Full-time

A leading developer tools company is seeking an experienced Solutions Engineer to act as a technical partner during the sales process.You will engage with prospects, guide them through proof of con... Show more

 • Promoted

DevOps / Systems Engineer

CollateSan Francisco, CA, United States
Full-time

We're looking for a DevOps / Systems Engineer to own the infrastructure that powers Collate's products.You'll build the systems and tooling that keep our platform reliable, secure, and fast as we s... Show more

 • Promoted

Infrastructure Engineer II (DAT) - Remote

BigCommerceSan Francisco, CA, United States
Remote
Full-time

Infrastructure Engineer IIBigCommerce's mission is to help merchants sell more at every stage of growth, from small startups, to mid-market businesses to large enterprises.We focus on being the bes... Show more

 • Promoted

Infrastructure Engineer II (DAT) - Remote

BigCommerce Pty.San Francisco, CA, United States
Remote
Full-time

Infrastructure Engineer II (DAT) - Remote page is loadedInfrastructure Engineer II (DAT) - RemoteApply remote type Remote locations United States - Remote San Francisco, CA Austin, TX time type Ful... Show more

 • Promoted

Applications Engineer

Alembic TechnologiesSan Francisco, CA, United States
Full-time

Applications EngineerAlembic is pioneering a revolution in marketing, proving the true ROI of marketing activities.The Alembic Marketing Intelligence Platform applies sophisticated algorithms and A... Show more