Research Analyst, Equities Dalio Family OfficePosition Summary: Reporting to the Head of Public Equities, the Analyst will research, develop, and evaluate systematic and fundamental investment processes in public equities by contributing to each stage of the investment process (from data to research to signal generation, to portfolio construction). The Research Analyst will assist, lead, and direct data analysts to build out data pipelines from external vendors and internal databases, utilizing large-scale equity databases and analytical infrastructure to build out systematic and fundamental equity strategies and tools. Write/Vibe code production-quality code, iterating rapidly in a high-velocity research environment, and translating raw financial data into actionable, rigorous investment insights. This role will work closely with the Head of Public Equities to develop strategies and tools.
Day-to-day responsibilities would include a combination of the following:- Collaborate and lead equity data analysts/engineers
- Extract, clean, transform, and model data from institutional databases including Compustat, FactSet, Bloomberg, and other financial data providers; manage the full data pipeline from ingestion to analysis-ready datasets.
- Evaluate new data sources - alternative data, NLP signals, earnings transcripts, satellite data - and rapidly prototype integration into the research stack.
- Design, build, and backtest systematic and fundamental equity signals and factor models using structured and alternative data both for US and overseas markets.
- Develop and maintain a library of reusable, well-documented code and research tools that accelerate the team's research velocity.
- Build and iterate on equity investment frameworks that are both analytically rigorous and conceptually coherent
- Support portfolio construction processes including factor exposure analysis, risk decomposition, and optimization inputs; interface directly with risk systems.
- Automate recurring data workflows, reporting pipelines, and monitoring dashboards to reduce manual processes and increase team efficiency.
- Additional duties as assigned
The ideal candidate will possess the following knowledge, skills, attributes, and values:- Highly analytical with good technical/programming skills
- Advanced communication skills
- High level of confidentiality and discretion
- Ability to learn quickly with limited direction in an entrepreneurial environment
- Eager to take a high level of ownership for responsibilities within their remit, while keeping a finger on the pulse of third and fourth order impacts
Illustrative Benefits: - 100% company paid medical premiums
- 17 company paid holidays
- Friday summer hours
- Monthly community happy hours
- Hybrid work environment
- Free catered food services for in-office days
- Generous PTO offering
- Casual dress code
- 150% 401(k) match up to $7,500 and 100% match above $7,500 ($15k match limit)
- Gym reimbursement, back up childcare services, insurance, financial, and legal services, and much more!
Qualifications:- Approximately 5 to 10 years of experience in systematic/quantitative equities research or trading
- Extensive knowledge with large scale databases for both traditional/fundamental data (Compustat, factset etc) and preferably alternative data (e.g. RavenPack)
- Demonstrated understanding of advanced fundamentals of equities (financial statements, valuation models)
- Deep understanding of equities quantitative approaches (factor investing, signal construction, portfolio construction, risk management, trading optimization)
- Ability to travel internationally
Compensation:Compensation for the role includes a competitive salary in the range from $500,000 -$700,000 (inclusive of a merit-based bonus, dependent on years of experience, level of education obtained, as well as applicable skillset) and an excellent benefits package, including paid time off ranging from 15 to 25 days based on years of service, paid sick and safe leave, dental, vision, life and disability insurance, paid parental time off, birth mother recovery pay, sick family member pay, parental ramp back up program, gym reimbursement and generous employer match for 401k.
Please note we are unable to provide immigration sponsorship for this position.
