Position SummaryTCW’s Sustainable Investment Team is composed of analysts that have fundamental asset class, sectoral, and thematic coverage, while the Quantitative SI Analyst handles data, analytics, and portfolio construction algorithm development. The team works closely with fundamental investment analysts, product specialists, client services, compliance, and marketing professionals. The quantitative SI Analyst primarily collaborates with the Sustainable Investment Analysts to amplify and systematize their work but may also have independent relationships with quantitative counterparts in different business lines (e.g., Quantitative Investment Research, Portfolio Analytics Group, Risk Management). The Quantitative Analyst also collaborates with Technology in order to oversee the sustainable investing data infrastructure and integration of analytics into various tools and platforms.
The Quantitative SI Analyst position is a core member of the Sustainable Investment team and reports to the Head of Sustainable Investments. The Analyst is responsible for identifying, selecting and overseeing the stack of data and tools that comprise the team’s data and analytics platform. The Analyst serves as the team’s primary interface with Technology and oversees the architecture and implementation of the data and analytics platform. The Analyst presents results of the team’s work in a clear and understandable manner to a wide range of internal and external stakeholders, while staying current on relevant sustainability research literature and market developments.
Essential Duties
- Maintains and builds upon the sustainability data and analytics platform, and serve as a highly regarded domain expert
- Manages monthly, quarterly, annual, and ad hoc fund reporting for sustainable vehicles, partnering with relevant stakeholders across the firm to ensure accurate and timely dissemination
- Support execution and project management of innovative sustainable investing analytics for counterparts across asset classes
- Develops visualization and quantitative analysis of data, presentations, and other materials for a diverse set of partners, clients and senior decision makers
- Collaborates with Technology to oversee the integration of sustainable investing analytics and data points into portfolio analytics, engagement, and reporting platforms
- Serves as the primary relationship manager with sustainability data vendors; on an as needed basis, identifies, tests and evaluates new sources of sustainable data and propose additions to the existing array of datasets and tools
- Engages, as necessary, with partners across the Firm including Technology, Procurement, Legal, Risk and Compliance to ensure the development and operation of sustainable investing data and analytics stack
Required Qualifications
- Undergraduate degree in Mathematics, Economics, Statistics, Quantitative Finance, Computer Science, Data Science, or a similarly quantitative field
- Minimum of 3 years of work experience in applying quantitative methods to sustainability in an investment setting, such as equity or fixed-income trading, sell-side research, or risk management operation
- Experience with one or more statistical programming languages (Python preferred) and visualization software (PowerBI or Tableau)
- Experience with database architecture, querying languages (SQL), and data management
- Familiarity with financial market data sources (Bloomberg, Morningstar, Factset, Compustat, etc.) and environmental, social and governance (ESG) data frameworks (MSCI, ISS, S&P, etc.)
- Strong and efficient research capabilities, with ability to assess and analyze a wide range of financial and alternative data sources
Professional Skills Qualifications
- Judgment and Flexibility: Thinks about issues and develops solutions that thoughtfully consider the broader context. Positively deals with a shifting demand for time, priorities, and the rapid change of environment
- Organization: Strong organization and record retention practices; maintains audit-grade records
- Ownership and Initiative: Takes ownership for and “rolls up sleeves” to meet objectives
- Excellence: Demonstrates accuracy and thoroughness. Ensures quality and demonstrates a strong attention to detail and follow-through. Commits to implementing best practices and continuous improvement
- Teamwork: Cooperates with management, colleagues, and third parties and operates with humility. Seeks and is open to giving and receiving suggestions to develop better solutions and to make the team stronger
- Communications: Demonstrates strong written skills and presents analysis, suggestions, and other information clearly and concisely; presence and self-confidence to interface with the key constituents of the firm including management teams of companies, deal professionals, service providers and others
- Relationships and Influence: Naturally connects and builds strong relationships with others, demonstrating strong emotional intelligence and an ability to communicate clearly and persuasively. This includes networking, influencing, collaborating – and a proven ability to build trust with clients and other organizational partners
- Ability to drive a process forward through completion, and to effectively prioritize competing objectives and urgent deadlines
- A pattern of excellence, both personally and professionally, demonstrated by the individual’s education, career track record, intellect, and professional reputation; self-awareness, maturity, irreproachable integrity
Desired Qualifications
- Familiarity with geospatial analysis tools (Google Earth Engine, ArcGIS, QGIS)
- Familiarity with LLMs and AI tools
- Familiarity with data warehouses and data processing engines like Snowflake and Databricks
This role requires candidates to work from a TCW office a minimum of four days a week. Flexibility for remote work is offered on one day, depending on business needs.
Estimated Compensation:
Base Salary: For CA based position, the base salary range is $150k. This represents base salary only.
Other Compensation and Benefits: In addition to base salary, employees are eligible for a discretionary bonus and a comprehensive benefits package designed to support you and your family, invest in your health and wellbeing, and help build long-term financial security. Benefits include medical, dental, and vision coverage, retirement benefits, and paid time off.
These benefits reflect our commitment to supporting the health, wellbeing, and long-term financial security of our employees and their families.
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