Interview guides · Osaic

Osaic Software Engineer Interview Guide

Osaic Software Engineer interview guide: reported rounds, questions and how candidates describe the process.

The 60-second brief

As a Software Engineer at Osaic, you are at the heart of our mission to empower financial professionals through robust, scalable, and secure technology. You will contribute to the underlying infrastructure and application ecosystems that support a vast network of advisors, ensuring they have the tools necessary to manage complex financial portfolios with precision and reliability. Your work directly influences the stability of our platforms and the efficiency of our internal operations. This role requires a balance of technical rigor and a service-oriented mindset. Whether you are working on Identity and Access Management (IAM) systems or managing critical infrastructure relationships, you will be solving problems that have a tangible impact on our business continuity and user experience.

This guide is scoped to a Software Engineer candidate at Osaic.

Focus areas

IAM (Identity and Access Management)
Infrastructure IT Relationship Management
Authorization

The Osaic interview process

Osaic candidates report 3 rounds over 3-5 weeks. The stages below are what candidates describe, not a published process.

Recruiter Screen

Initial engagement with the recruiter to discuss your background and assess fit for the role.

What to demonstrate

Initial engagement with the recruiter to discuss your background and assess fit for the role
Depth in IAM (Identity and Access Management)

How to prepare

Be able to walk your CV end to end in two minutes, and say why this company specifically.
Have your salary expectations, notice period and location constraints ready, and ask for the rest of the loop in writing.

Technical Interview

Assessment of technical skills and problem-solving abilities through coding challenges.

What to demonstrate

Assessment of technical skills and problem-solving abilities through coding challenges
Depth in IAM (Identity and Access Management)

How to prepare

Answer aloud and timed: What is your process for integrating new software solutions into existing legacy systems?
Answer aloud and timed: How do you ensure scalability and performance in the applications you build or support?

Final Conversations

Discussions with hiring managers to evaluate mutual fit and alignment with career goals.

What to demonstrate

Discussions with hiring managers to evaluate mutual fit and alignment with career goals
Depth in IAM (Identity and Access Management)

How to prepare

Answer aloud and timed: Describe a time you had to optimize a piece of code or a system process to improve efficiency.
Answer aloud and timed: Describe a time you had to explain a highly technical concept to a non-technical stakeholder.

Where candidates lose points

Understand the Business

Osaic operates in a highly regulated industry. Showing an awareness of the importance of compliance and data security will set you apart.

Be Specific

When answering behavioral questions, use the STAR method (Situation, Task, Action, Result) to keep your answers structured and impactful.

Ask Informed Questions

Use the end of your interviews to ask about the team’s current challenges or the company’s technical roadmap. It shows you are already thinking like a member of the team.

Prepare Your "Why

Be ready to clearly articulate why you want to work for Osaic specifically, beyond just the job title.

Questions & practice

Identify the heaviest tenants in a five-minute window under memory pressure

Medium · top-k · heavy hitters · streaming

The edge service handles about 3,000 requests per second across roughly 50,000 tenants, peaking near 9,000. Expose the 50 heaviest tenants by request count over the trailing five minutes so limits can be tightened before one tenant's backfill starves the fleet. You may not retain five minutes of raw records. Give the exact solution and its memory, then the bounded-memory approximation with its error stated as a formula, and say which you would ship and at what tenant cardinality that choice changes.

Approach

Do the exact version first, because it is affordable at this cardinality: a ring of 300 one-second counters per tenant, advanced lazily, is 1,200 bytes of counters per tenant and roughly 60 to 90 MB for 50,000 tenants with overhead. Carry a running total and subtract the bucket you overwrite so a window read is O(1) rather than 300 adds.
Extract the top 50 with a size-k min-heap over the tenant sums: O(d log k) for d tenants, against O(d log d) to sort them all. Maintaining the heap continuously instead of on query requires a tenant-to-heap-index map, because incrementing a count already inside the heap means sifting from a known position, and without that map you rebuild the heap on every request.
State the approximation precisely rather than gesturing at sketches. Misra-Gries with m counters retains every item whose true count exceeds N/(m+1), and each retained count underestimates the truth by at most N/(m+1). With m = 1,000 and N = 900,000 requests in the window the error is roughly 900 requests, which is fine for spotting a tenant sending 50,000 and useless for ranking two tenants 200 apart.
Say what breaks when the window slides: Misra-Gries and Space-Saving are insert-only and cannot be decremented as records age out. The workable construction is one summary per sub-window, say ten seconds, with 30 summaries merged at query time, and the merged error is the sum of the per-summary errors, so the bound degrades linearly in the number of sub-windows.

Follow-up

The heaviest tenant is heavy because of one export job rather than user traffic. Should the limiter treat those as the same tenant?
Two tenants sit tied at the boundary of the top 50. Does your answer flap, and does the flapping matter?

Merge partitioned event streams into one ordered feed with bounded lateness

Hard · k-way merge · watermarks · out-of-order streams

The read-model service consumes 64 log partitions carrying about 4,000 events per second in total. Each partition is ordered within itself, but partitions drift by up to 30 seconds, and the activity feed must present a tenant's events in occurred_at order. Produce the merge. State its complexity, the buffer it requires in events and in bytes, what happens when one partition is idle, and what you do with an event that arrives after you have already emitted its position. Payloads average 1 KB.

Approach

Merge with a min-heap over the 64 partition heads keyed on (occurred_at, event_id): O(log P) per event and O(n log P) overall. The tie-break on event_id is what makes the output deterministic when two partitions carry the same millisecond, which matters because the feed is paginated and a non-deterministic order reorders pages under the reader.
Emitting the heap head is only correct once every partition has produced everything up to that timestamp, so the emit condition is a watermark: the minimum across partitions of the highest occurred_at seen, less the allowed lateness. Events are held until the watermark passes them, which is what turns individually ordered streams into a jointly ordered one.
Size the buffer from the lateness rather than guessing: 4,000 events per second times 30 seconds is 120,000 buffered events, and at 1 KB each about 120 MB of heap. That number is the real price of the ordering guarantee and belongs in front of whoever asked for it.
Handle the idle partition explicitly, because it fails the feed rather than corrupting it: a partition with no traffic never advances its own maximum, so the watermark freezes and output stops entirely. Either every partition emits a periodic idle marker carrying the broker's current time, or the watermark falls back to wall clock for a partition silent beyond a threshold.

Follow-up

The lateness budget is raised to five minutes. What is the new buffer, and what besides memory changes?
The consumer restarts. Where does it resume from, and what does the feed look like for the first 30 seconds?

Collapse a redelivered event batch into per-aggregate high-water marks

Easy · hashing · at-least-once · aggregation

You drain a batch of up to 5,000,000 events, each (aggregate_id BIGINT, aggregate_version INT, event_type, payload). The log guarantees order within one aggregate only; the batch merges 64 partitions, and a relay failover has redelivered a range, so an older version for an aggregate can appear after a newer one. Given a map of last_applied_version per aggregate, produce the events worth applying, at most one per (aggregate_id, version), plus the count discarded. Target O(n) time. State the memory for 2,000,000 distinct aggregates and what you do when it does not fit.

Approach

One pass, one hash map from aggregate_id to the highest version kept, and a discard counter. An event whose version is at or below last_applied_version for its aggregate is dropped without further work, which is the whole reason the event carries its version rather than a delta. O(n) expected time, O(d) space in distinct aggregates.
Keep the maximum, never the last occurrence. The redelivered range means the final appearance of an aggregate in the batch can be an older version than one seen earlier in the same batch, so last-wins applies stale state over newer state and the projection regresses with no error anywhere.
Cost the memory instead of calling it large: an 8-byte key plus a 4-byte version is 12 bytes of payload, and an open-addressed table held at a 0.7 load factor costs roughly 17 bytes per entry before per-slot metadata, so 2,000,000 aggregates is tens of megabytes in a native layout and several times that in a runtime that boxes both key and value.
If the distinct set exceeds memory, partition on hash(aggregate_id) mod P and reduce each partition independently. Every event for one aggregate hashes to the same partition, so the per-partition result is exact and the merge is concatenation rather than a second reduction.

Follow-up

The payload is a patch rather than a snapshot, so applying only the highest version loses the intermediate changes. What changes in your reduction?
How do you detect that version 7 arrived while version 6 was never delivered, and what should the consumer do about the gap?

Write the update path that detects a concurrent edit

Medium · optimistic concurrency · transactional outbox · audit history

resource carries version INT NOT NULL DEFAULT 1. resource_revision holds revision_id, resource_id, version, actor_user_id, change_kind, patch JSONB, request_id, created_at with UNIQUE (resource_id, version). outbox_event holds aggregate_type, aggregate_id, aggregate_version, event_type, payload, status. A PUT carries the version the client read. Write the exact statements for the single transaction that applies the edit, records the revision and enqueues 'resource.updated', and give the handler's branch on zero affected rows. Then say what PostgreSQL 16 does under READ COMMITTED when two of these updates hit one row at once.

Approach

One transaction, three writes, no network call inside it: UPDATE resource SET title = $3, version = version + 1, updated_at = now() WHERE resource_id = $1 AND tenant_id = $4 AND version = $2; then INSERT the resource_revision row at version $2 + 1; then INSERT the outbox_event row at the same aggregate_version. The event goes to a table rather than a broker because no transaction spans both.
Branch on the affected-row count before doing anything else. Zero has three causes — stale version, wrong tenant, row gone — so re-read once and map to 409 carrying the current version, or 404 for an id outside the caller's tenant, which also stops the endpoint confirming that another tenant's id exists.
State the engine behaviour instead of assuming it. Under READ COMMITTED the second UPDATE blocks on the row lock, and when the first commits PostgreSQL re-evaluates the WHERE clause against the newly committed row, so the version predicate now fails and the statement reports zero rows. Under REPEATABLE READ the identical collision raises SQLSTATE 40001 instead, so the handler must fold both shapes into one conflict response.
Keep UNIQUE (resource_id, version) even though the predicate already serialises writers. It is what makes a lost update unwritable if any other path ever reaches the revision table, and it converts a logic bug into 23505 rather than into a silently missing history row.

Follow-up

A client sends the version it read ten minutes ago and the resource has moved three versions. What is in your 409 so it can resolve the conflict without a full re-fetch?
Two editors, two disjoint fields, no overlap. Does your answer still refuse the second write, and should it?

Explain why the owner filter ignores the listing index

Medium · composite index · query plans · sort elimination

The only index on resource is (tenant_id, status, updated_at DESC, resource_id DESC). A new endpoint returns one user's resources across all statuses, newest created first: WHERE tenant_id = $1 AND owner_user_id = $2 ORDER BY created_at DESC LIMIT 20. On a tenant with 2M rows it takes 900 ms and EXPLAIN shows a sort above a large scan. Explain precisely why the existing index cannot serve it, give the index that can, and state which of these the new index still will not help: owner_user_id alone across tenants; the same query ordered by updated_at. PostgreSQL 16.

Approach

Separate the two jobs an index does. For filtering, a composite btree is seekable only on a left prefix, so with no predicate on status the scan can at best range over tenant_id and test owner_user_id per row; PostgreSQL 16 has no btree skip scan to jump the unconstrained column.
For ordering, the index is sorted by (status, updated_at) within a tenant and not by created_at, so the LIMIT cannot stop early: every matching row is read and then sorted. That is the 'Sort Method: top-N heapsort' line, and it is why the plan reads 2M rows to answer with 20.
Derive the replacement from the access path — equality, equality, then the ordering column: CREATE INDEX CONCURRENTLY ON resource (tenant_id, owner_user_id, created_at DESC). The scan seeks to the (tenant, owner) range and walks 20 entries in order, so the Sort node disappears along with the row-read.
Treat INCLUDE (title, status) as conditional, not free. An index-only scan still visits the heap for any row whose page is not marked all-visible, so on a table taking 1.2k writes/second the win depends on autovacuum keeping the visibility map current, and the wider index costs more on every insert.

Follow-up

90% of rows are status='active'. Would a partial index WHERE status = 'active' change your answer, and for which of the three queries?
A dashboard runs this for 40 owners in one page load. What changes about the design?

What is your process for integrating new software solutions into existing legacy systems?

Medium · Technical and Domain Proficiency

Approach

Say who the caller is and what they do when the call fails halfway.
Define the identity of a request so a retry cannot double-apply it.
Separate accepted, pending, failed and confirmed; they are different facts.
Design the error taxonomy before the success shape; callers branch on it.

Follow-up

What happens if the caller retries after a timeout?
How does a client discover it is on an old version of this contract?

How do you ensure scalability and performance in the applications you build or support?

Medium · Technical and Domain Proficiency

Approach

Fix the scope first: who calls this, how often, and what they do when it fails.
Name the read and write paths separately; they rarely have the same bottleneck.
Choose a partition key and say what query it makes expensive.
State the consistency you need, and where you are willing to be stale.

Follow-up

What breaks first when traffic grows ten times?
How does this behave when that dependency is down for an hour?

How do you approach troubleshooting complex infrastructure-related issues under pressure?

Medium · Technical and Domain Proficiency

Approach

Establish what changed and when, before forming any theory.
Pick a bisection that eliminates candidates whichever way it turns out.
Check the instrumentation before believing the symptom.
Separate the trigger from the cause; the deploy is rarely the bug.

Follow-up

What would you look at first, and what would it rule out?
How would you tell a cause from a coincidence here?

Suggested practice checklist

Built from the rounds and topics Osaic candidates report.

Day 1 — Map the Osaic loop

Write out the reported sequence: Recruiter Screen, Technical Interview, Final Conversations.
For each round, write one sentence on what it is judging, from the description above, and mark the one you are least ready for.

Deliverable: A one-page map of the 3 reported rounds, with the weakest marked.

Day 2 — Work IAM (Identity and Access Management)

Spend the session on IAM (Identity and Access Management), which Osaic candidates report being tested on.
Write one worked example in IAM (Identity and Access Management) and time yourself on it.

Deliverable: One timed worked example in IAM (Identity and Access Management).

Day 3 — Work Infrastructure IT Relationship Management

Spend the session on Infrastructure IT Relationship Management, which Osaic candidates report being tested on.
Write one worked example in Infrastructure IT Relationship Management and time yourself on it.

Deliverable: One timed worked example in Infrastructure IT Relationship Management.

Day 4 — Work Authorization

Spend the session on Authorization, which Osaic candidates report being tested on.
Write one worked example in Authorization and time yourself on it.

Deliverable: One timed worked example in Authorization.

Day 5 — Answer out loud: Technical and Domain Proficiency

Answer aloud, timed: Can you describe your experience with IAM protocols and their implementation in a secure environment?
Answer aloud, timed: How do you approach troubleshooting complex infrastructure-related issues under pressure?

Deliverable: Spoken answers to 2 reported Technical and Domain Proficiency question(s), under time.

Day 6 — Answer out loud: Behavioral and Situational

Answer aloud, timed: Describe a time you had to explain a highly technical concept to a non-technical stakeholder.
Answer aloud, timed: How do you manage competing priorities when working on multiple infrastructure projects?

Deliverable: Spoken answers to 2 reported Behavioral and Situational question(s), under time.

Day 7 — Dry run for Osaic

Run one full mock under time, then write down the two questions you most want to ask your interviewers.

Deliverable: A completed timed mock and two questions to ask.

Behavioural preparation

Behavioural rounds judge the decision you made and what it cost.

Can you describe your experience with IAM protocols and their implementation in a secure environment?

Medium · Technical and Domain Proficiency

Approach

Pick a story where you made the decision, not one where you watched it.
State the situation in two sentences and spend the rest on the reasoning.
Give the blast radius: what could have broken, and what you measured.
Name the disagreement and how you resolved it with evidence.

Follow-up

What would you do differently if you ran that again?
How did you know your change caused the improvement?

Describe a time you had to optimize a piece of code or a system process to improve efficiency.

Medium · Technical and Domain Proficiency

Approach

Pick a story where you made the decision, not one where you watched it.
State the situation in two sentences and spend the rest on the reasoning.
Give the blast radius: what could have broken, and what you measured.
Name the disagreement and how you resolved it with evidence.

Follow-up

What would you do differently if you ran that again?
How did you know your change caused the improvement?