Job DescriptionWe are seeking a highly analytical and technically skilled individual to join our investment team. This role blends traditional investment research with modern data analysis and coding capabilities to support portfolio construction, asset allocation, and investment decision-making.
What you will do: - Conduct qualitative and quantitative research on macroeconomic trends, asset classes, and investment strategies.
- Develop and maintain analytical tools and dashboards using Python, R, or other relevant programming languages.
- Automate data collection, cleaning, and reporting processes to improve efficiency and accuracy.
- Collaborate with portfolio managers to generate insights that inform investment decisions.
- Back test strategies and build models to evaluate risk and return characteristics.
- Present findings in clear, actionable formats for internal stakeholders and clients.
- Stay current on financial markets, investment products, and emerging technologies in data science and finance.
What you need to have:- Bachelor's or master's degree in finance, Economics, Data Science, or a related field.
- Strong programming skills (Python preferred; R, SQL, or MATLAB a plus).
- Experience with financial modeling, data visualization, and statistical analysis.
- Familiarity with investment concepts, portfolio theory, and asset allocation.
- Excellent communication skills and ability to translate complex data into actionable insights.
- Prior experience in an RIA, asset management, or financial analytics environment is a plus.
What we give you in return:Not many teams can say that they support people's dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
- Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and fostering.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
- Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
- Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind
