
51 - 200 employees
💼 Consulting
📣 Marketing
💸 Finance
💰 $6M Series C on 2015-05
Consulting • Marketing • Finance
YCharts is an investment research platform that enables smarter investments and better client communications. It serves a client base of more than 5,000 registered investment advisors (RIAs), financial planners, and asset managers overseeing over $750 billion in assets. YCharts provides tools that enhance client engagements and simplify complex financial topics using visuals, along with comprehensive data, visualization tools, and advanced analytics for equity, mutual fund, and ETF data and analysis. The platform is designed for security research, portfolio construction, idea generation, and market monitoring, offering a modern and user-friendly alternative to terminal-based tools.
🕒 July 14
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51 - 200 employees
💼 Consulting
📣 Marketing
💸 Finance
💰 $6M Series C on 2015-05
Consulting • Marketing • Finance
YCharts is an investment research platform that enables smarter investments and better client communications. It serves a client base of more than 5,000 registered investment advisors (RIAs), financial planners, and asset managers overseeing over $750 billion in assets. YCharts provides tools that enhance client engagements and simplify complex financial topics using visuals, along with comprehensive data, visualization tools, and advanced analytics for equity, mutual fund, and ETF data and analysis. The platform is designed for security research, portfolio construction, idea generation, and market monitoring, offering a modern and user-friendly alternative to terminal-based tools.
• Work with technologies that ensure our data pipeline efficiently maintains and calculates data for the 7 million+ securities in our universe. • Work on features that ensure financial data is consistent, reliable, timely and accurate by importing data from third party data providers and performing custom calculations on this imported data, with day-to-day emphasis on database load management, caching strategies, memory efficiency, and query optimization. • Write code (and unit tests!) in Python and the Django framework to implement complex backend features. • Use tools like Airflow to build / enhance financial data pipelines for over 7 million securities. • Make use of pandas and asynchronous task tools like celery to efficiently calculate 4,000+ unique data points for each security. • Profile and optimize database queries — analyze query plans, design effective indexes, and eliminate N+1s and slow paths that don't hold up under production load. • Manage database load — reason about read/write patterns, connection usage, replica strategy, and batching to keep the data tier healthy as volume grows. • Design and tune caching layers to reduce redundant computation and database pressure while keeping data fresh and correct. • Design robust, scalable data models that account for the structure, type, and volume of data to store, and how it will be queried. • Investigate and resolve performance regressions and incidents — using metrics, profiling, and monitoring to find root causes. • Design, plan, estimate, and ticket features that are scoped by our product team. • Perform code reviews for other engineers on the team. • Document the work you have done both in repo as well as outside of the repo for future engineers. • Collaborate with other engineers both verbally and in writing to plan, design, and build a world-class financial research platform.
• 2+ years of relevant industry or academic experience • Experience developing in Python (knowledge of the Django framework a plus) • Experience designing, building and maintaining application features on the backend • Experience working with relational databases, including writing and optimizing queries and reasoning about indexing and query performance • Experience participating in multi-month projects from conception to maintenance with multiple team members • Familiarity with caching, and strategies for managing database and memory load at scale a plus • Experience working with large datasets and an interest in the performance and efficiency challenges that come with them • Desire to take ownership and responsibility when a problem or opportunity arises • Experience working with non-technical teams (product, business, etc) where explaining technical concepts is needed • Self-organized and able to work independently.
• 100% employer-paid health, dental, and vision insurance. • 401(k) match to support your financial future. • Opportunities for internal mobility and cross-functional collaboration. • Flexible time off, vacation days, sick days, and a celebration day. • Paid parental leave to support work-life balance. • Professional development stipend to help you grow in your career. • Hybrid work schedule with flexibility to work both in-office and remotely. • Summer hours so you can enjoy more sunshine. • Recognition programs to celebrate contributions and milestones. • Modern, centrally located offices stocked with premium snacks, coffee, beverages and weekly lunch credits to fuel your day. • Regular team events, celebrations, and company-wide gatherings that keep our culture connected and collaborative.
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