Portfolio Research Analyst, Quantitative Equities

• Research and development – Conduct projects to enhance the portfolio optimization solutions by applying a variety of skills and techniques in finance, mathematical optimization, and statistics.
• Portfolio oversight – Monitor portfolio characteristics and ensure consistency with investment strategy and guidelines.
• Performance analysis – Conduct in-depth portfolio performance attribution to support decision making, performance evaluation, idea generation, and client understanding.
• Research infrastructure improvements – Identify, propose and collaborate on enhancements to the research infrastructure and workflow processes underlying the portfolio optimization research and development efforts.
• Cross team support – Collaborate with portfolio managers, traders, model research analysts and investment process/data analysts to ensure seamless integration of portfolio optimization objectives, inputs and parameters.

• Domain expertise – You have a foundational understanding of optimization theory, factor investing, portfolio risk management, and transaction cost management. You can effectively understand and identify methodologies to solve portfolio optimization problems.
• Systematic and analytical mindset – Passionate about bringing systematization and a disciplined structure together with investment intuition. You have experience with producing quantitative research and think critically and intuitively with a balance of fundamental theory and empirical validation.
• Creativity / innovation – You have demonstrated an ability to contribute new ideas and challenge the status quo.
• Demonstrated learner – You love to learn new things and will have the ability to develop a sufficient understanding of the Quantitative Equity Team’s quantitative investment models and systematic investment process.
• Strong communication skills – You excel at communicating complex and technical concepts and proactively solicit and provide feedback.
• Academic and work experience – At a minimum, an undergraduate degree in mathematics, optimization, statistics, physics, engineering, finance or a related field. Graduate studies or work experience (in quantitative research, optimization research, portfolio management, or equity investment analysis) considered valuable but not a requirement.

We welcome applications from candidates with different levels of experience, including interns, new graduates, and experienced professionals. The base salary range is $125,000 – $200,000 annually plus a competitive performance bonus. Compensation will be determined based on experience and qualifications.

To apply for this position, please submit your resume, cover letter and transcript.

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